Recent Articles
Manual Mode FAQs
Why is Manual Mode not available for my facility? Because the facility already has a mapped billing facility, and auto-created residents from the billing system Will manual residents automatically convert to billing residents? No, each resident must ...
Mapping Manual Residents to Billing Residents
When billing data becomes available, each manually created resident must be mapped to the corresponding billing resident. Mapping ensures: The correct billing information is synced to the manual residents Manual Mode can be turned off so that AR ...
Adding, Editing, and Deleting Manual Residents
When a facility is in Manual Mode, users can manually create residents in AR Tracking so tracking can begin immediately. Only users assigned to the facility will see the “+ Resident” button. How to Add a Manual Resident Navigate to AR Tracking → ...
Manual Mode in AR Tracking
Manual Mode allows facilities to begin AR Tracking immediately when onboarding a new facility, without waiting for the billing system to be fully set up. When You Should Use Manual Mode A facility is newly onboarded Billing data is not yet available ...
Report Bundles
My Bundles is a feature that allows you to group together multiple reports so you can run them all at once and download them as a single PDF. You can choose the facility at run time, so there’s no need to create a separate bundle for each facility.' ...
Popular Articles
Report Bundles
My Bundles is a feature that allows you to group together multiple reports so you can run them all at once and download them as a single PDF. You can choose the facility at run time, so there’s no need to create a separate bundle for each facility.' ...
Risk Reporter User Permissions
In order for users to maximize the Risk Reporter App, it is important to understand the permissions that need to be granted to the different Roles or individual users that work with the Risk Reporter App. See Roles Settings and User Settings and ...
View your Risk Reporter Incident List
View all your incidents on the Risk Reporter incident list. On the Home page, select the Risk Reporter App, or click on the menu button on the top header and select Risk Reporter from the main menu. Filter by Facility, Date Range and Status. You can ...
Signing Off an Incident
What is Sign-Off? To Close a Risk Reporter incident, it must be signed off by at least one user in a role designated for sign-off. This step confirms that the user has reviewed and approved the reported incident and its details. As soon as the first ...
How to Add a Referral
Where do referrals come from? Referrals enter our system in 1 of 3 ways: automatically, from a New Doc, or manually. Auto Created Referrals Any referral that is sent from the hospital via Allscripts, Navi Health or Aidin, will come get created ...
SNF Metrics Settings
Software onboarding