How do I...?
Videos and documentation to help your team learn how to use HealtheFirst
Setup & Configuration (Administrators) Configure which users are qualified to perform which activities Go to [navigation menu] > Staff (dropdown) ...
Fri, May 29, 2020 at 10:02 AM
Setup & Configuration (Administrators) Create one or more service groups Go to [navigation menu] > Service Groups Click "Create New Service ...
Tue, Nov 19, 2019 at 1:21 PM
Setup & Configuration (Administrators) Add a caregiver to a patient Go to [navigation menu] > Patients > [select patient] > Caregivers. Cli...
Tue, Nov 19, 2019 at 1:45 PM
Please see the following article related to providing access to a caregiver: link. Notes When a patient's profile is created, they will automati...
Fri, May 29, 2020 at 10:03 AM
Setup & Configuration (Administrators) Configure the custom service fields to be charted Go to [navigation menu] > Service Fields. Add or edit an...
Fri, May 29, 2020 at 10:04 AM
Background Reminders are not designed to pop-up a notification at 3:20pm to remind a user to do something, but are more about daily management. They will ...
Fri, Jun 17, 2022 at 7:40 AM
Setup & Configuration (Administrators) Enable "Require Approval" for a new or existing billing rate. Go to [navigation menu] > Billing R...
Fri, Jun 17, 2022 at 7:43 AM
Setup & Configuration (Administrators) Go to [navigation menu] > Activities > (select activity or create a new one). Check "Can Synchroniz...
Thu, Aug 27, 2020 at 7:39 AM
Background This article assume that the billing rates and other workflow for invoicing is already configurated, and will focus on adding specific details t...
Tue, Aug 2, 2022 at 12:57 PM
Background In order to safeguard against the accidental deletion of clients, an extra step has been added to the process. This has proved to be a helpful ...
Thu, Oct 29, 2020 at 9:50 AM