Relationship Management

Common Concepts

• Relationships

• Relationships Module Glossary

• Add People or Organization

• Client and Caregiver Web Application Overview

• How to Import People or Organizations into Companion

• How to Export People or Organizations from Companion

• Edit a Profile

• Delete a Person or Organization

• Using Statuses

• Utilize the Event (Notice) Pattern Feature

• Scheduling

• Availability

• Referral Sources

• Required Dates

• Documented Events

• Utilize the Email Section

• Cloud User Setup

Client Topics

• Who Should Receive the Invoice for Services Rendered?

• Split an Invoice (Co-Billing)

• Billing Rates - Setup a Billing Rate

• Billing Rates - Copy Billing Rates for a Client or Payer

• Billing Options Setup

• Authorizations

• Copy (Duplicate) an Authorization

• Close an Authorization

• Billables (Care Management items)

• Care Plan Setup
• Care Plan Report Options
• Interview Questions

• Form 485

• Using Caregiver Compatibility

• Home Care Pulse Integration (Customer satisfaction surveys)

Payer Topics

• Who Should Receive the Invoice for Services Rendered?
• Recommended Information to Add to a New payer

Webinars and Training Guides

Caregiver Topics

• Find a Caregiver's Telephony ID

• Qualifications (Disciplines) for a Caregiver
• Required Dates - Track Important Dates and Training for a Caregiver
• Preferred Districts

• Indicate the Schedule Length a Caregiver is Willing to work

• Indicate on a Calendar that a Caregiver is on Vacation

• How do I send event reminders?

• Payroll Options

• Payroll Rates - Setup a Payroll Rate

• Payroll Rates - Copy Payroll Rates for a Caregiver

• Setup Holiday Pay

• Setup Overtime

Office Staff Topics

• Username and Password setup (non-cloud)

• Username and Password setup (cloud) 
• Close a terminated Office Staff person

• How do I send event reminders?

Human Resources Topics

• Interview Questions
• Incidents (Documentation of sensitive events and disciplinary actions)
• SterlingBackcheck Integration (Employee background checks)