Rosemark User's Guide
Topics
Introduction to Rosemark
Installing and Updating Rosemark
Staff Email Verification Process
Data Entry
Clients
Caregivers
Caregiver Availability and Status
Scheduling
Service Types
Service Type Configuration
Adding Services to a Client
Schedule Manager
Adding a Schedule
Adjusting a Schedule
Adding an Inactive Period
Discontinuing a Schedule
The Planner
Navigating in the Planner
Assigning a Caregiver
Shift Offers
Electronic Visit Verification (EVV)
EVV Configuration
Custom Coordinates
Offline Mode
Shift Free EVV
Manual EVV
The Rosemark Care App
RCA - Preferences
RCA - Caregiver Instructions
RCA - Location Services for Android
RCA - Location Services for iPhone
Care Plans
Care Plan Configuration
Creating a Care Plan
Billing & Payroll
Billing
Payroll
QuickBooks
QuickBooks Configuration
Syncing with QuickBooks
Medicaid
Medicaid Basics
Syncing with HHAeXchange
Syncing with Sandata
Syncing with Tellus / Netsmart
Medicaid by State
AZ - Sandata
CO - Sandata
FL - HHAeXchange
GA - Tellus / Netsmart
ID - Sandata
IN - Sandata
MO - Sandata
OH - Sandata
PA - HHAeXchange
PA - Sandata
Features
Actions
Family Portal
Web Portal
Reporting
Assignment Timesheets Reporting
EVV Reports - Tasks Report
Training Resources
Care Plans & Tasks Practice Cards
Clients and Caregivers Practice Cards
Basic Scheduling Practice Cards
Electronic Visit Verification Practice Cards
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