Application and Views Overview
When you open Home Care, you see several tabs across the top of the page. These are the main tabs of the application and remain visible to you regardless of where you are in the system.
You can identify the tab you are on by looking at the top portion of the page. The tab you are on is green, while the other tabs are black.
Home - The first page that appears after you log in. You can view your scheduled appointments for the day as well your custom Dashboards.
Intakes – All referrals initiated in the system but not yet completed or rejected. From here you can add and edit an Intake record or access the client chart
Clients - Client record of all active clients. From here you access all aspects of the individual client record including both clinical and financial records.
Employees - All employee records are found here. You can access both current employees and manage new employee applications.
Schedule - Employee or client schedules are accessed and managed from here.
Agency - Agency-wide portals for Billing, Payments and Exports relating to all clients. You can manage these items in 'batch' form from this portal.
Reports - Any standard reports that are set up for the agency as well as creating new reports.
Administration - Configuration setup menu.
Username - Hover over your username to open a menu of options to log a support case, access settings where you can edit your dashboards and punch in, if using this functionality. Your username is accessible from any screen in the application.
Sign Off - where you can log out of the system. The Sign Off link is available on every screen.
Help - All help files.
Setup - If you have the appropriate security access, you can access Admin setup for your agency.