Billing Contact Information

• Related Articles

• Emergency Profile Editing

  Personal Profiles should be updated to reflect changes in a caregiver’s life. Editing the Emergency Profile section is necessary when changes are made to your emergency information. Follow the steps below to change emergency information. 1. From the ...

• Education Information

  You should update your Personal Profile regularly to reflect changes in your life, including education changes. Follow the steps below to update your education information. 1. From the Homepage scroll to the Tools and Forms area. There you will click ...

• Client Deposits vs Service Deposits

  The difference between Client Deposits and Service Deposits is noted below: Client Deposits: Client Deposits are located in the clients profile under the Accounting section. NOTE: When adding a client deposit this is just for reference. It will not ...

• How to remove, edit, or add Mileage Reimbursements to client's invoicing.

  Removing a Mileage Reimbursement previously added to client's profile: 1. Access client's profile and select the Invoicing section. 2. Select or create a billing period the mileage was added to by caregiver. Click Load. 3. Select the Mileage ...

• Receipt Payment Method Options

  When creating a receipt there are a few different options you can select in the Payment Method options. See below and reasons you may use those options. This is helpful if an agency does a hard close on their month. If you are wanting to write off ...