Let me introduce you to the 5 main tabs:
- Dashboard-- main page, provides a quick glance at how the agency is doing
- Most recent messages
- Most recent tasks that need attention
- Number of referrals that week
- Agency Census (total number of ‘active’ clients in your agency)
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Referral 360-- provides access to manage business development activities
- Enter data regarding new referrals
- Manage business and client contacts & accounts
- Report on key referrals metrics
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Client 360-- provides access to enter any data regarding a specific client
- Basic demographics
- Care plan information (client assessments, special instructions, needed safety measures, etc.)
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Scheduling
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Visit management
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Billing information
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Reports
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Agency 360—provides access to enter any data regarding your specific agency
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Store general company information (tax ID, NPI, address, logo, etc.)
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Set up teams
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Set up users
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Store master files (payor, rates & HCPCS codes, fleets)
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Access the privacy statement with Savii, Inc.
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Manage teams and user information
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Manage payroll information
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Generate reports
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Support—in app access to the Savii Care support portal.
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Search using Savii Care’s search bar
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Browse a database of help articles
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Submit feedback and/or request support from Savii Care
- Please do not share client specific data when submitting feedback or requesting support
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Live chat with Savii Care
- When a representative is available to chat, “Let’s Talk!” will appear in the bottom right of your screen
- When a representative is not available to chat, “Leave Us a Message” will appear at the bottom right of your screen instead.
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