Agency Office

• Agency Office Glossary
• Multiple Offices

Services

• • How do I add a new Service (Call Type)?
  • How do I retire a Service?

Settings

• • Date and Time Settings
  • Schedule Settings
  • Billing Settings
  • Payroll Settings
  • Default Schedule Attribute Settings
  • Calendar Export Settings
  • Burdens Settings
  • Name Format Settings
  • System Overrides Settings
  • Default Images Settings

Interfaces

• • QuickBooks Setup
  • QuickBooks Online Interface Setup
  • Paychex Preview Setup
  • ADP Pay eXpert, ADP Paycor and ADP Workforce Setup
  • ADP EasyPay Setup
  • EZClaim Interface Setup (Advanced or Premier)
  • SterlingBackcheck

Webinars and Training Guides

• Achievements
• New Caregiver Default Payroll Options
• New Client/Payer Default Billing Options
• Setup Holidays
• Scheduling Holidays and Billing and Paying Holiday Rates
• IVR Setup
• Client or Caregiver Web Application Setup (Custom Forms)

Other Tools

• • Telephony Setup Fields
  • Schedule Alerts Setup
  • Setting up the Ability to use Email Within the Companion Software
  • Mobile Clock In Setup
  • HTML Export Setup
  • Corporate Reporting Setup Overview
  • Customized Invoice