Caregiver App

• Admin App Setup

  • SwyftCG App - Initial App Setup (video)
  • SwyftCG App - Mobile App Access (App Permissions/Settings)
  • SwyftCG App - Configuring Alerts and Notifications
  • Publishing Schedules
  • Complaints and Grievances
  • SwyftCG App Surveys
  • Shift Alerts
  • Ad Hoc Scheduling
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• SwyftCG App - Download & First Time Access
• SwyftCG App - Working a Shift
• SwyftCG App - General Menu Features (video)
• SwyftCG App Troubleshooting & Common Errors
• SwyftCG App - Offline Mode
• SwyftCG App Setup and Use (Smart Card)
• SwyftCG App Offline Mode (Smart Card)
• SwyftCG App Initial Access (Smart Card)
• SwyftCG App Working A Shift (Smart Card)
• SwyftCG App General Menu (Smart Card)
• Facility Module - SwyftCG App (video)
• SwyftCG App - Create A Shift
• PRN Tasks
• Scheduled Breaks
• Client GPS Override - Pin Drop
• How to Configure Caregiver App Access (smart card)
• SwyftCG App - Narrative vs Shared Notes
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Schedule

• Generating Schedules
• Adding and Editing EVV Flowsheets
• Editing Schedules
• Emailing Schedules
• Smart Matching
• Proximity Dashboard
• Open Shifts
• Client Schedule Template Refresh
• EVV Settings
• Locking EVV Confirmed Shifts
• Publishing Schedules
• Schedule Calendar Views (video)
• Inactive Status Search (video)
• Schedule Management
• Smart Matching for PDN Clients (video)
• Schedule Notes (video)
• Scheduled Breaks
• EVV Facility Flowsheets
• Ad Hoc Scheduling
• Schedule Tags
• Shift Alerts
• Missed Visit Codes
• SwyftCG App - Create A Shift
• Caregiver Tags
• Caregiver Availability Dashboard
• Global Set
• Reminders
• Work Hours
• Copying and Mirroring Shifts (video)
• Schedule Audit Advanced Report (video)
• PATTI
• Caregiver Availability
• Notes
• Planning Map Dashboard
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Billing

• Third Party Payers

  • Billing Multiple Payers (Other Payers Table)
  • Payers Search
  • Office Ally Integration
  • Global Set
  • Emailing Invoices
  • Custom Fields
  • Reminders
  • EDI Claim Generation
  • SwyftClaim Integration
  • Adding and Editing Payers
  • SwyftLTCI Terms and Conditions
  • SwyftLTCI Integration
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• Medicaid Billing

  • Sandata Integration
  • Netsmart - Tellus Integration
  • HHAeXchange Integration
  • CareBridge Integration
  • Sandata Common Errors
  • HHAeXchange Common Errors
  • CareBridge Common Errors
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• Billing Processing
• Emailing Invoices
• Invoice Posting
• Invoice Adjustments
• Deposit Posting (Retainers)
• A La Carte Invoices
• Invoices With Flowsheets (video)
• Family Portal Paying An Invoice (Smart Card)
• Area Agency on Aging & MORC Invoices
• CMS 1500 Claim Form
• Generating 837P File
• Invoice Write Offs
• Client Billing Settings Templates
• Facility A La Carte Invoices
• Facility Invoice Adjustments
• Facility Module - Billing and Payroll (video)
• Holidays
• Inactive Status Search (video)
• Royalties (Franchisee)
• Sales Taxes
• HHAeXchange Integration
• Vanco Integration
• Office Ally Integration
• SwyftClaim Integration
• SwyftSwipe ACH and Credit Card Processing
• SwyftSwipe Terms and Conditions
• Miscellaneous Charges
• Billing Multiple Payers (Other Payers Table)
• SwyftLTCI Terms and Conditions
• SwyftLTCI Integration
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Payroll

• Payroll Integrations

  • Paychex Flex Integration
  • Viventium Integration
  • Tapcheck Integration

• Processing Payroll
• Payroll Adjustments (video)
• Admin Employee Timekeeping (video)
• Travel Time and Travel Mileage
• Third-Party Payroll Exports
• Caregiver Bonuses
• Upcoming Bonuses (Bonuses, On Call Pay, Advance)
• Holidays
• Facility Module - Billing and Payroll (video)
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Family Portal

• Family Portal Setup and Access
• Using the Family Portal (video)
• Family Portal Paying An Invoice (Smart Card)
• News and Events
• Caregiver Ratings
• Complaints and Grievances
• Social History Assessment (video)
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Clients & Caregivers

• Caregivers

  • Adding a Caregiver
  • Caregiver Pay Rates
  • Caregiver Availability
  • License/Requirement Types
  • Proximity Dashboard
  • Caregiver Competency (video)
  • Caregiver Search
  • Caregiver SwyftCards
  • Caregiver Tardiness Report (video)
  • Caregiver Training
  • Nurse Competency
  • Caregiver Email Address
  • Caregiver Utilization Dashboard (video)
  • Tapcheck Integration
  • Note Categories
  • Upcoming Bonuses (Bonuses, On Call Pay, Advance)
  • Caregiver Tags
  • Talentcare Integration
  • CareerPlug Integration
  • Viventium Integration
  • Caregiver Ratings
  • SwyftSend Integration
  • Caregiver Record - Professional Info Page
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• Clients

  • Adding a Client
  • Care Plans
  • Completing Assessments
  • Client Schedule Template
  • Client Billing Page
  • Care Teams
  • Care Vault (video)
  • Client Chart Report (video)
  • Client Search
  • Client SwyftCards
  • Do Not Staff
  • Facility Admissions (Hospitalization)
  • Fall Risk Assessment (video)
  • Medication Administration Record - MAR (video)
  • Nurse Assignments Report (video)
  • Nursing Note Assessments
  • Offline Mode for Client Records
  • Service Plans
  • Supervisory Visit and Assessment Tracker (video)
  • SwyftOps Admin Offline Mode (Smart Card)
  • Facility Module Client Configuration
  • OASIS Integration
  • Amending an Existing Care Plan (video)
  • Social History Assessment (video)
  • Physician Orders
  • Note Categories
  • Client Medications
  • PRN Tasks
  • Client GPS Override - Pin Drop
  • Client Tags
  • Wound Assessments
  • Emailing Invoices
  • Client Billing Settings Templates
  • Goals
  • Departments
  • Alternative Contact Types
  • Revenue Sources
  • Supervisory Visit
  • Therapy Assessment
  • Therapy Note
  • Multiple Client Addresses
  • Client Record - General Info Page
  • Dynamic Assessment Templates
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• Adding a Client
• Adding a Caregiver
• Applicants and Intakes External Links
• SMS Emails
• Global Set
• Complaints and Grievances
• Custom Fields
• Document Folder Management
• Inactive Status Search (video)
• Languages
• Personalities
• Smart Matching Traits
• Vaccinations
• Reminders
• Incident Reporting
• Using SwyftForms
• Documents
• Notes
• Tasks (Admin Task)
• Two-way Messaging
• SwyftSend Integration
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Integrations

• Integrations - Preferred Partners
• SwyftSwipe ACH and Credit Card Processing
• SwyftClaim Integration
• Vanco Integration
• Paychex Flex Integration
• Viventium Integration
• Nevvon Integration
• Verify Comply
• Home Care Pulse Integration
• Talentcare Integration
• CareerPlug Integration
• Sandata Integration
• HHAeXchange Integration
• Netsmart - Tellus Integration
• CareBridge Integration
• Office Ally Integration
• OASIS Integration
• PATTI
• QuickBooks Online Integration (ComForCare / At Your Side)
• Tapcheck Integration
• SwyftSwipe Terms and Conditions
• Listen360
• SwyftSend Integration
• SwyftLTCI Terms and Conditions
• SwyftLTCI Integration
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Other Topics

• Settings

  • Adding a User
  • Company Configuration (Company Settings)
  • Creating SwyftForms
  • Deposit Types
  • Dynamic Assessment Templates
  • Dynamic Care Plan Templates
  • Holidays
  • Initial User Access and Profile Completion (video)
  • Pay Groups
  • Payment Types
  • Services
  • Settings
  • Skills
  • Territories
  • Sales Taxes
  • Specialized Billing and Payroll Settings
  • Zones
  • SwyftCG App Surveys
  • Canadian Localization
  • User Permissions
  • QuickBooks Online Integration
  • Facility Module Configuration (video)
  • Document Folder Management
  • Dynamic Social History Assessment Template (video)
  • Schedule Tags
  • Note Categories
  • User Signatures
  • Shift Alerts
  • Missed Visit Codes
  • Caregiver Tags
  • PRN Tasks
  • QuickBooks Online Integration (ComForCare / At Your Side)
  • Client Tags
  • Vaccinations
  • Conversation Tags
  • Emergency / Disaster Planning Mode
  • Custom Fields
  • Reminders
  • Goals
  • Departments
  • Languages
  • Alternative Contact Types
  • Work Hours
  • Revenue Sources
  • Supervisory Visit
  • Smart Matching Traits
  • Personalities
  • EVV Settings
  • Nevvon Integration
  • Therapy Assessment
  • Therapy Note
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• Reports

  • Caregiver Tardiness Report (video)
  • Client Chart Report (video)
  • Correspondence Log
  • Inactive Status Search (video)
  • Nurse Assignments Report (video)
  • Reporting
  • Reports List
  • Schedule Audit Advanced Report (video)
  • Scheduled Reports
  • Departments
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• FAQ

  • SMS Emails
  • Adding a User
  • Adding a Client
  • Adding a Caregiver
  • Password Reset
  • Using SwyftForms
  • How to Configure Caregiver App Access (smart card)
  • How to Configure Family Portal Access (smart card)
  • How to Configure Users and Update Profile (smart card)
  • How to Process Billing (smart card)
  • How to Process Payroll (smart card)
  • SwyftCG App Setup and Use (Smart Card)
  • SwyftCG App Offline Mode (Smart Card)
  • SwyftCG App Working A Shift (Smart Card)
  • SwyftCG App General Menu (Smart Card)
  • SwyftCG App Initial Access (Smart Card)
  • SwyftOps Admin Offline Mode (Smart Card)
  • How to Configure Company Settings (smart card)
  • How to Add a Client (smart card)
  • How to Add a Caregiver (smart card)
  • How to Add User Permissions (smart card)
  • Shortcuts
  • Software and Hardware Requirements
  • SwyftOps Security Features
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• Facilities

  • Facility Module Configuration (video)
  • Facility Module Client Configuration
  • Facility Module General Use
  • Facility Module - Billing and Payroll (video)
  • Facility Module - SwyftCG App (video)
  • EVV Facility Flowsheets
  • Facility Invoice Adjustments
  • Facility A La Carte Invoices
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• Platform Updates

  • 1.20 Update
  • 1.19 Update
  • 1.18 Update
  • 1.17 Update

• Dashboard

  • Today
  • Financial
  • Tasks (Admin Task)
  • Complaints and Grievances
  • Incident Reporting
  • Admin Employee Timekeeping (video)
  • App Surveys Dashboard
  • Supervisory Visit and Assessment Tracker (video)
  • SwyftForms Dashboard
  • Caregiver Utilization Dashboard (video)
  • Intake Dashboard
  • Caregiver Availability Dashboard
  • Proximity Dashboard
  • Revenue Sources
  • Interactive Schedule Map Dashboard
  • Schedule Request Dashboards
  • Planning Map Dashboard
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• Contacts

  • Contacts
  • Contacts Mail Merge
  • Contacts Module - Scheduled Activities