In order for the Savii Care system to work FOR you and decrease the amount of effort you have to put forth later with regards to billing, just make sure you have the following set in the system before you confirm hours for any client in the Visit Manager:
- assign bill rates to the visit types you have activated
- assign a caregiver rate for each caregiver in the Caregiver Manager ("Caregiver" tab) of the Agency 360
- make sure payor information for your clients is accurate/ up-to-date in the Client 360
- company logo is uploaded in the Admin tab of the Agency 360 (if want it to appear on the invoice)
- any cancelled visits have been cancelled in the Schedule Manager
Once you confirm visits in the Visit Manager, that information is then communicated to the Billing Manager and Payroll Manager, so you would have to individually adjust them all later if you fail to double-check the info listed above/ enter the information above, wasting precious time that could have been spent elsewhere.