(This is used when sending out a Caregiver's message blast about Unfilled Shifts and checking who Accepted, Declined and who Did not Respond in the Push Notification which will determine who is interested in filling the shift) Hover over to the ...
Go to the Client’s profile Hover over to the Billing tab Set the Client Class and determine if they are paying Long term or Privately Click the Billing Cycle and choose Bi-Weekly To determine if they have Long Term Care, refer back to Zoho CRM and ...
The purpose of this task is to have a Quality Assurance check from Management to ensure that all of the fields on the Client profile have been filled out completely. That we are sending the following completely: Signed agreement Send Virtual Wallet ...
Go to the Client’s profile Click the Calendar tab Click on the Shift on the Date you are supposed to copy On the right side of the Calendar, click on the Copy Visit Icon. Select the Dates where the same schedule should be copied for example April 25 ...