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Client 360
Client Manager
5
ADDING PAYORS
ADDING A CARE PLAN FOR A CLIENT
PRINTING OUT A CLIENT'S CARE PLAN
SCHEDULING VISITS FOR A CLIENT IN CLIENT'S SCHEDULE
ADDING CONTACTS AND/ OR ACCOUNTS TO A CLIENT’S CARE TEAM
Schedule Manager
2
SCHEDULING VISITS FOR A CLIENT WITHIN THE SCHEDULE MANAGER
NOTIFYING A CAREGIVER (NOT USING SAVII CONNECT) OF THEIR ASSIGNED VISITS
Visit Manager
4
I uploaded the wrong Care Plan what do I do?
ENTERING VISITS NOT COMPLETED IN THE SAVII CONNECT APP
DOCUMENTING A VISIT (NOT USING THE SAVII CONNECT APP)
CONFIRMING COMPLETED VISITS IN VISIT MANAGER
Billing Manager
6
HOW TO INVOICE IN SAVII CARE
CONNECTING SAVII CARE TO YOUR QUICKBOOKS ONLINE ACCOUNT
SENDING INVOICES TO QUICKBOOKS ONLINE
Billing Multiple NPI Numbers
Sample Savii Care Invoice
View all 6
Reports
1
Print or Email Caregivers Schedules
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