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How do I enable mobile workers to see Care Plans?
Check out this short video: For a detailed written breakdown see below: You can do so by ensuring the following ACLs (Access Control Lists) are enabled for their role: View Client View Facility View Care Plan To enable these ACLs, go to Settings > Roles and Permissions Select the applicable role (e.g. Home Care Nurse) and…
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Why can users see form history when the 'pre-populate with the most recent form' is not enabled?
Check out this short video: For a detailed written breakdown see below: This is related to the ACLs "View Client Forms" and "Add Client Forms" which allow users to see form history. Users are able to see the form history of the last user who submitted the form because forms were designed with the intent that any user who…
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Why is the Mobile App clocking out my nurses, caseworkers etc.?
Check out this short video: On the AC Cloud Desktop App, go to Settings > System Settings > General And scroll down until you find Session Duration (In Minutes): Here, you set the appropriate time duration (for example: 60 minutes, 120 minutes etc.). For example, if sessions usually last 60 minutes, set the duration for…
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How do I upload visit attachments for clients?
Check out this short video: For a detailed written breakdown see below: For attachments to be required for visits assigned to a specific care provider, the employee must have the correct employment settings enabled on their profile. To do this, follow these steps: On the employee's profile, navigate to Employment >…
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How do I generate a new client batch?
To view past batch exports and create a new batch, go to Clients > Client Charts On the client batch export page, you will see a list of all previously generated batches for clients listed with the Batch ID, Batch name, Batch category, Creation date, Selected visits date range, Employee who created the batch, Total…
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How do I use custom templates for client batch exports?
You can use custom templates for the following sections of client batch exports: Care plan Visit attachments Daily summary Cover page Service task details To use this feature, the Custom Form Templates feature flag must be enabled in Settings > Features. To manage templates for client batch exports, employees must be in a…
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How do I add an Infusion site on web?
You must be configured with the following ACLs in Settings > Roles and Permissions: Clinical > View Infusion Clinical > Add Infusion Clinical > Edit Infusion To add a new Infusion Site on web, go to Care Documentation > Infusion on the Client's profile. 💡 Support Tip: You can troubleshoot the issues explored in this post…
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I need to see interventions report for visits not linked to a form, how do I do this?
You can use Client Charts on the Client Overview page. Service Task Details will show visit interventions. For more information, see this Support Article: How do I print a Client Chart? 💡 Support Tip: You can troubleshoot the issues explored in this post in your staging environment ******* If issue is not resolved after…
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485 Issues
This short video will cover the following questions: I'm getting a 500-server error when trying to view 485. In the error message it has the URL for API clinical, what does this mean? Why are equipment/supplies populating into the 485 for discharged service? Why are the equipment and supplies not populating into a 485? For…
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How do I reverse a transaction made to the Client’s Balance and Transactions page?
Check out this short video: For a detailed written breakdown, see below: There’s no way to undo any transactions made in error. However, you can balance the amount by adding a reversing transaction to the client’s profile: First, go to the Client’s Balance & Transactions page and review the transaction(s) that you want to…