| Rosemark Scheduling System Users Guide |
 | Introduction |
| Quick Guides |
| Quick Start |
| New Features |
| Installation |
| Firewall Issues |
| Scheduling System Updates |
| Starting the Scheduling System |
| Logging in to your database |
| Logging into the Demo Database |
| Your Internet Connection |
| Getting Help |
| Clients |
| Client Status |
| New Client Inquiry Process |
| Info |
| Summary |
| Text Expander |
| Condition |
| Emergency |
| Inquiry |
| Clients Online |
| Referral Sources |
| Referrer List |
| Setting the Referrer for a Client |
| Referrer Types |
| Company Referrers |
| Caregivers |
| Adding and Removing Caregivers |
| Caregiver Availability and Status |
| Employee or Contractor |
| Caregiver Service Types |
| Caregiver Credentials |
| Caregivers Online |
| Caregiver Photos |
| Client and Caregiver Lists |
| Working with Lists |
| Changing Filters |
| Re-Opening Lists |
| Caregiver List |
| Printing and exporting the List |
| Persons, Companies and Roles |
| Services |
| Service Status |
| Setting up and adjusting the Schedule |
| Times for Service Form |
| Entering Time Patterns |
| Example Schedules |
| Copying a Time Pattern |
| Multiple Services |
| Authorized Hours |
| Scheduling |
| Service Planners |
| Selecting shifts |
| Advanced Selection Techniques |
| Assigning Shifts |
| Concurrent and Overlapping Shifts |
| Shift Form |
| Shift Lists |
| Printing and exporting Shifts |
| Changing the Schedule |
| Adjusting Times on a Shift |
| Unassigning Shifts |
| Splitting Shifts |
| No Show, Tardy and Did Not Finish |
| Repeating the Previous Week Schedule |
| Adding a Shift on a Service Planner |
| Removing a Shift |
| Mass Assigning and Unassigning |
| Exclude Assignment |
| Verifying Shifts |
| Common Scheduling Scenarios |
| Simple Schedule |
| Last Minute Shift Addition (One-time) |
| Every Other Week |
| Schedule Change (Ongoing) |
| Partial Repeat of Previous Week Schedule |
| Two Caregivers at a Time |
| Daylight Savings Time |
| Person Finder |
| Skills |
| Caregiver and Service Skills Setup |
| Importing Skills |
| Exporting Caregiver Skills |
| Care Plan |
| Skills Matching |
| Creative Use of Skills Matching |
| Pending and Completed Actions |
| Adding and Deleting Actions |
| Elements of an Action |
| Working with Action Lists |
| Credentials Actions |
| Web Access |
| Web Login |
| Navigation and Scheduling |
| Demo Web Access |
| Job Application |
| Reports |
| Planner Reports |
| Open Shifts Report |
| Unbillable Shifts Report |
| Billing Report |
| Unverified Shifts Report |
| Hours By Service Report |
| Client Reports |
| Caregiver Reports |
| Document Storage |
| Import and Export |
| Export to Spreadsheet |
| Import Clients |
| Import File Formats |
| Outlook Plugin |
| Bill and Pay Rates |
| Bill Rates |
| Pay Rates |
| Pay/Bill Rules Examples |
| Invoices |
| Creating Invoices |
| Beginning to Invoice in Rosemark |
| Invoices List |
| Editing Invoices |
| Invoice Adjustments |
| Invoice Statuses |
| CMS-1500 Forms |
| Customers and Payment Obligations |
| Changing the Customer |
| Combined or Separate Invoices |
| QuickBooks Connection |
| Before Connecting to QuickBooks |
| QuickBooks Preparation Checklist |
| Initial Connection |
| QuickBooks Quick Guides |
| Customers, Jobs and Payment Obligations |
| Synchronizing Customers |
| Synchronizing Jobs & Payment Obligations |
| Synchronizing Employees |
| Matching Employees in QuickBooks and Rosemark |
| Subsequent Synchronization |
| Synchronizing Contractors |
| Working with QuickBooks limitations |
| Skipping Individuals |
| Exporting Invoices |
| Exporting Shifts |
| Modify Syncing and Export Options |
| Shift Export Period |
| Setting the Start Date |
| Perform Preflight Check |
| Verified Shifts vs. Assigned Shifts |
| QuickBooks Online Edition |
| Connecting to QBOE |
| Mapping |
| Telephony |
| Updating Caregivers and Clients |
| Logins and Logouts |
| Verifying Shifts Manually |
| No Show Warnings |
| Managing Telephony Events |
| Cleaning up Telephony Events |
| Telephony Event Statuses |
| Home Care Pulse |
| Home Care Pulse Setup |
| Working With The System |
| Keyboard Shortcuts |
| Editing |
| Saving and Rejecting Changes: Apply and Revert |
| System Configuration |
| Accounts |
| Action Types |
| Agency |
| Credentials |
| Document Labels |
| Home Care Pulse |
| Pay/Bill Codes |
| Pay/Bill Rules |
| Payroll Export |
| Service Types |
| Live-in Considerations |
| Telephony Configuration |
| Users |
| Week Start Day |
| Conclusion |
| Sample Reports |
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