To start scheduling any shifts for clients and caregivers, you need to make at least one visit type active for your agency, as well as save a service plan for that client.
  • Click on the "Master Files" tab; the "Visit Types" tab should appear below and should have a green background.
         You can use a standard visit type, such as aide or transportation, or create your own.  
  • If you plan to bill Medicaid or Commercial, select the appropriate HCPCS code from the drop-down list provided; otherwise, select "None" in the HCPCS Code column.
  • Enter the amount to be billed.
  • Enter any modifier that is required.
  • Activate each visit type that you plan to use by clicking on the grey button labeled "Inactive"; it should turn orange and say "Active" once it is clicked, indicating that it is now active in the system for your agency. Once it is active, you can start using that visit type in the scheduling section of Savii Care.
In order to create a service plan for a client and schedule shifts for them, you'll need to also first set your agency's service plan preferences.
  • Within the "Master Files" tab, click on the "Care Plan" tab
  • Activate the service plan categories you would like to use for any service plans created by your agency by clicking on the "Inactive" button to the right of the category and making sure it is orange and says "Active" on it
  • Click on the "ADL" tab and/or "IADL" tab and the "+" to add whatever ADL or IADL tasks under each ADL or IADL category that you would like to appear as options for your staff to choose when setting up a client's service plan