Which clients are close to their authorized hours this month?
Read authorizations and scheduled visits
Dorothy H. and James P. will pass their monthly limit at the current schedule. Show the visits that use it?
Show the visitsEdit
Which visits from last week can’t be billed yet?
Read visits, EVV records and timesheets
Six visits for Tom R. and Ana L. have no approved timesheet. Send them to the scheduler to approve?
Send for approvalEdit
Which private pay invoices are overdue?
Read invoices and payments
Three, the oldest sent to Ruth M.’s family 21 days ago. Send a reminder?
Send remindersEdit