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Hello Terrence. Thank you for reaching out to us in the User Community. Deactivating a Care Period will remove those visits from the schedule. If you want to keep the documents/visits on the client's chart, you would need to keep... (More)
Hello Terrence. Thank you for reaching out to us in the User Community. When determining roles, we recommend choosing the highest role for the user. For the Surveyor/Auditor permission, we recommend only selecting the State Surveyor/Auditor role unless your agency... (More)
Hi Angel, thank you for your question. In regards to invoicing in Home Care, you can always manually change the status of the task/notes to "completed" to enable them to pull over to the invoice. You can either select "Task... (More)
