CareWhen Lite Training

Foundations
Includes concepts for setting up CareWhen Lite correctly and ensuring proper rates are charged for caregiver services

‍Configuration
Includes instructions for configuring CareWhen Lite to reflect how you manage your agency

Adding & Inactivating a Caregiver
‍Also includes caregiver prospects

Editing a Caregiver
‍‍Includes the options you have to edit a caregiver and what information you can track

Adding & Inactivating a Client
‍Also covers client prospects
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Editing a Client
Also includes what information you can track

Creating & Managing Visits
Includes assigning caregivers and the Find Available Caregiver feature

Billing Setup
Includes essential billing settings when setting up a new agency
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Invoicing & Claims
Understand the difference between invoices and claims, and how they relate to different client types
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Payment Tasks
‍The basics of generating payment invoices & claims, as well as applying payments to client balances

Understand all reporting options available, including the popular Scheduling & Billing reports