Agency: Set-Up Patient
Link patient with the Nurse.
Add visit to Patient -> Clinical -> Nurse Visit add New.
Caregiver/Nurse Portal: Add Assessment
Add nurse visit first.
After creating and saving visit, click on Assessment tab and fill out assessment questions
Agency: Approve and Report
Open the visit and click on assessment tab.
Review assessment data and scroll down to the page end and click on Approve bouton.
Go to reports and run Assessment report. Click to arrow next to Export bouton and pick desire payor to export to.
When export file is generated use payer provided instruction to upload downloaded file to payor server.