AxisCare FAQ
How to edit Axiscare Application Form
Duplicate AxisCare Invoices for VA Clients
How to turn on the client’s address on Axiscare
Log into Axiscare and follow the steps below. Admin > System Preferences > Messaging > Open Visit Request > Turn on the Show Client Address
Here is how to view the caregiver’s application form on Axiscare
Caregiver Wage Adjustment for Couple Care (Flat Rate Adjustment across the board)
Login to Axiscare, from the Payroll/Billing Tab, select Service Pay Rate Adjustment From the Caregiver Adjustments Field, click Add Adjustment Button A new window will show up: 1. From the Caregiver drop-down > select all caregivers 2. From the ...
How to grant User ability to create/edit/delete incidents in Axiscare
(Please note that you must have an Admin access to do this) Hover over to Admin tab and click System preferences Click Incidents From the Permissions section, you can adjust the visibility of each designated user. Click Save
How to view sent Messages in Axiscare
Log in to Axiscare Hover over to Messaging module and click Reports then Messages sent Select the Date Range on when you sent the message. Click to View the Report and sent messages will appear based on the Date range you have selected.
How to Refund the Initial Deposit
(You can use this process if you will refund the full amount of the initial deposit and not being used to pay a portion of the final invoice) Log in to AxisCare Go to the Client’s profile Click the Transactions tab Choose the Initial deposit amount ...
How to send Messages in a Group
(This feature is used for sending messages to our Caregivers for non-shift related reasons for example: Company announcements, complete Covid screening etc) Hover over to the Messaging module Select Schedule/Send Messages Enter the Subject, write the ...
How to view Unfilled Shifts
Hover over to the Scheduling module Click Open Visits This will show the Calendar view of unfilled shifts for all Clients Tags: Schedule, Shift, Calendar, Open shift, Unfilled shift, Scheduling
How to view Caregivers responses to Open Shifts Request
(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 ...
How to update the Billing information of the Client
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 ...
How to Override the Caregiver's Default Pay Rate
Go to the Caregiver’s profile Click the Pay Details tab Enter the amount on the Default Pay Rate Click Save Tags: Pay Rate, Payroll, Override Caregiver’s pay, Default
How to edit the Billing Rate on a Service Code
Hover over to the Admin tab and click Services Click on the Service code Click on the Hourly code, click on the amount On the Details tab, edit the amount on the Bill Rate and click Save Tags: Billing Rate, Service Code, Update Service Code, Hourly ...
How to Create a New Service Code
Hover over to the Admin tab and click Services Click on the New Service button On the Adding Service Code box, indicate the Service Code for example BASE HHA HR 4. On the Description box, add Home Health Aide Hourly Base Rate 5. Choose the ...
How to copy a Recurring Visit Schedule on the Client's Calendar
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 ...