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Revision Notes
1.7.4 May 8 2024
1.7.4 May 8 2024
Changes
Fixed bug where on certain circumstances, reports do not return data.
Added the Discharge Date field to Client Fields in the People Manager.
Prev:
1.7.5 May 14 2024
Next:
1.7.3 May 7 2024
Topics
Revision Notes
53
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
14
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
6
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
6
FAQ
Adding Valid Visit Locations
Requesting Sick Time
Manual Clock out
Adding 2 providers with one Client
Enabling Location Capture in Chrome
Back Office
4
Updating Your FOCUS Password
Creating Document Type Templates
Assign Tokens/FOB
Some Application Icons Missing
Billing
29
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
7
Setting Up Collaboration
Collaboration Overview
Working With Notes
Viewing All Outstanding Tasks
Working With Messages
Using Chat
Billing Code Pointers
Company Profile
1
Updating DDD Information
Customizing Forms
3
Overview
Hiding a Field
Adding Fields to Forms
Cost Centers
7
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
6
Using Document Vault (For Non-Administrators)
Using Document Vault (For Administrators)
Continuing Education Units
Free-Form Documents
Creating PDF Mapping
Creating Expirations
Government Exclusions
2
Understanding Exclusions
Exclusion Reports
Guardian Portal
1
Printing Timecards Through Guardian Portal
IDLA/Group Homes/Centers
1
Center Billing
Onboarding
1
Setup Onboarding
Payroll
7
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
14
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
9
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
6
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
6
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
9
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
1
SpokeChoice Share
Timecards
6
Time Card Modes
Display Needs Approval
Printing Time Cards
Managing & Using Tokens
Deleting a Claim
Edit Timecard Entries
Therapy
1
Adding Supervisor to Assistants
Notifications
1
Notifications on iPhone/iPad
Sales
2
SpokeChoice Information
Collaboration
Last Updated
May 08, 2024
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