SpokeChoice Help

SpokeChoice

Revision Notes
- 1.7.14 August 5 2024
- 1.7.11 July 21 2024
- 1.7.10 July 1 2024
- 1.7.8 May 17 2024
- 1.7.5 May 14 2024
- 1.7.4 May 8 2024
- 1.7.3 May 7 2024
- 1.7.2 April 24 2024
- 1.7.1 April 24 2024
- 1.6.3 February 20 2024
- 1.6.2 February 12 2024
- 1.6.1 February 7 2024
- 1.5.30 January 30 2024
- 1.5.29 January 2 2024
- 1.5.24 October 18, 2023
- 1.5.22 October 16, 2023
- 1.5.21 August 16 2023
- 1.5.20 August 5 2023
- 1.5.19 August 3 2023
- 1.5.18 July 24 2023
- 1.5.17 July 20 2023
- 1.5.16 July 19
- 1.5.14 July 12 2023
- 1.5.13 Jun 25 2023
- 1.5.11 June 13 2023
- 1.5.10 June 7 2023
- 1.5.9 June 1 2023
- 1.5.8 May 26 2023
- 1.5.7 May 23 2023
- 1.5.6 May 22 2023
- 1.5.4 May 18 2023
- 1.4.54 February 27 2023
- 1.4.53 February 23 2023
- 1.4.52 February 16 2023
- 1.4.51 February 8 2023
- 1.4.50 February 7 2023
- 1.4.49 February 6 2023
- 1.4.48 January 25 2023
- 1.4.47 January 20 2023
- 1.4.46 January 19 2023
- 1.4.45 January 17 2023
- 1.4.44 January 16, 2022
- 1.4.42 & 1.4.43 January 15 2023
- 1.4.41 January 3 2023
- 1.4.40 December 30, 2022
- 1.4.39 December 29, 2022
- 1.4.38 December 15, 2022
- 1.4.37 December 1, 2022
- 1.4.35 November 22, 2022
- 1.4.34 October 24, 2022
- 1.4.32 September 13, 2022
- 1.4.31 October 12, 2022
- 1.4.28 September 27, 2022
Getting Started
- Getting Started DDD HCBS Only
- Getting Started Centers
- Getting Started with Longterm Care - Check list
- Getting Started with Therapy
- Setting Up Notifications
- EVV Quick Reference
- Understanding Arizona Electronic Visit Verification (EVV)
- Getting Started Group Homes
- Adding Clients To Centers/Group Homes
- Getting started with Billing DDD
- Using and Integrating HelpAssistant
- Advanced Analytics
- Using the Easy View
- Web Browser Usage & Settings
Authorizations
- Adding a Manual Authorization
- Viewing Authorizations
- Setting Visit Limits
- Uploading Past Payments (For New Agencies)
- Downloading and Uploading Wellsky Authorizations
- Determining a clients authorization Balance
AutoVisit
- FAQ
- Adding Valid Visit Locations
- Requesting Sick Time
- Manual Clock out
- Adding 2 providers with one Client
- Enabling Location Capture in Chrome
Back Office
- Updating Your FOCUS Password
- Creating Document Type Templates
- Assign Tokens/FOB
- Some Application Icons Missing
Billing
- Finding Claims (Freeform search)
- Create an EDI 837 Billing File
- Manually Marking a Payment
- Finding Service Totals
- Creating Insurance Output
- Unapprove Claim Entries
- Reversing Payment
- Guardian Can not Sign Timecards
- Creating Policies
- Setting-Up Employee For Payroll Only
- Adding Payroll Rate
- Assigning Clients to Providers
- Assigning Clients to Guardians
- Adding a Waiver
- EDI Analysis - Billing Process Steps 1, 2 & 3
- Understanding 837/835/TA1/999 and CPT Codes
- Understanding Wellsky
- 837/Wellsky Checklist
- Client Diagnosis Codes
- System Modifiers
- Understanding DDD Transportation
- Wellsky Sender ID
- EDI Workaround
- Checking Sandata
- Billing Respite Daily
- Changing a claim
- Collections
- Fixing Claims in the submitted State
- Billing Denial Reasons
Collaboration
- Setting Up Collaboration
- Collaboration Overview
- Working With Notes
- Viewing All Outstanding Tasks
- Working With Messages
- Using Chat
- Billing Code Pointers
Company Profile
- Updating DDD Information
Customizing Forms
- Overview
- Hiding a Field
- Adding Fields to Forms
Cost Centers
- Overview of Cost Centers
- Adding a Cost Center
- Setting-Up Cost Centers
- Adding Employees
- Understanding Centers
- Clocking Into Centers
- Difference Between Cost Center and Center
Document Vault
- Using Document Vault (For Non-Administrators)
- Using Document Vault (For Administrators)
- Continuing Education Units
- Free-Form Documents
- Creating PDF Mapping
- Creating Expirations
Government Exclusions
- Understanding Exclusions
- Exclusion Reports
Guardian Portal
- Printing Timecards Through Guardian Portal
IDLA/Group Homes/Centers
- Center Billing
Onboarding
- Setup Onboarding
Payroll
- Manually Marking Payroll Paid
- Refresh Interface With Isolved (Worktrend)
- Updating Employee Rate
- Output payroll
- Setting-Up Sick time
- Setting up SpokeChoice with Worktrend
- Rehire an employee
People Manager
- Creating an Individual
- Merging a Guardian Record
- Resetting/Changing Passwords
- Viewing Clocked In Providers
- Deleting Duplicate Guardians
- Setting Up Therapist
- Maximum Workweek Hours
- Changing User Log-In
- Password Reset/Change Tutorial
- NPI and Therapist License Type
- Setting-Up a Designee
- Adding a New Client
- Agency of choice
- Adding Provider Role To Guardian
Progress Management
- Adding and Editing Task Lists
- Adding and Editing Goals (Progress Notes, Soap Notes)
- Provider Progress Summary
- Therapist (Supervisor) Sign S.O.A.P Notes
- Therapy Reports
- Provider Entering Missing Data
- Printing and Sharing Progress Notes
- Creating Measurements
- Progress management for Centers, Group homes, IDLAs and developmental homes
Reports
- Outputting a Single Progress Report
- Uploading Progress Reports to FTP Site
- Creating Report Types (Adding reports)
- Setting up OLCR
- Outputting a Single Monitor Report
- Report Types
Service Codes
- Changing ATC Code to Show Tasks
- Updating or adding new State Rates
- Setting Up Service Codes for Therapy
- Creating Service codes
- Edit Existing Billing Code
- Creating Tiered services
Scheduling
- Creating a Scheduled Appointment
- View or Edit Employee/Client Schedule
- Setting-Up a Recurring Schedule
- Provider Setting-Up a Schedule
- Provider Clocking Into an Appointment
- Provider Clock-In In Without an Appointment
- Monitoring Missed Appointments (No-show)
- Resolving No-Show Appointments
- Marking No Show for Therapy Schedules
Sharing Data
- SpokeChoice Share
Timecards
- Time Card Modes
- Display Needs Approval
- Printing Time Cards
- Managing & Using Tokens
- Deleting a Claim
- Edit Timecard Entries
Therapy
- Adding Supervisor to Assistants
Notifications
- Notifications on iPhone/iPad
Sales
- SpokeChoice Information
- Collaboration