How do I...?

Videos and documentation to help your team learn how to use HealtheFirst

...find a qualified staff member to perform a service?
Setup & Configuration (Administrators) Configure which users are qualified to perform which activities Go to [navigation menu] > Staff (dropdown) ...
Fri, May 29, 2020 at 9:02 AM
...coordinate care with service groups?
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
...grant access to a caregiver?
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
...grant access to a client?
Please see the following article related to providing access to a caregiver: link.   Notes When a patient's profile is created, they will automat...
Fri, May 29, 2020 at 9:03 AM
...chart client progress?
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 9:04 AM
...create and manage my reminders?
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 6:40 AM
...require supervisor approval of services?
Setup & Configuration (Administrators) Enable "Require Approval" for a new or existing billing rate. Go to [navigation menu] > Billing R...
Fri, Jun 17, 2022 at 6:43 AM
...synchronize form data?
Setup & Configuration (Administrators) Go to [navigation menu] > Activities > (select activity or create a new one). Check "Can Synchroniz...
Thu, Aug 27, 2020 at 6:39 AM
...add line item details to an invoice?
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 11:57 AM
...delete a client?
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 8:50 AM