Topics

• Introduction to Rosemark
  • Installing and Updating Rosemark
  • 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
  • Ongoing Changes
  • The Planner
  • Navigating in the Planner
  • Assigning a Caregiver
  • Shift Offers
  • Electronic Visit Verification (EVV)
  • EVV Configuration
  • EVV Daily Use
  • Manual EVV
  • The Rosemark Care App
  • RCA - Preferences
  • RCA - Caregiver Instructions
  • RCA - Location Services for Android
  • RCA - Location Services for iPhone
  • RCA - Offline Mode
  • Rosemark Caregiver App and Assignment Timesheets
  • Care Plans
  • Care Plan Configuration
• 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
  • Double Booking / Couples Care
  • Family Portal
  • Offline Mode
  • Shift Free EVV
  • Skills Matching
  • Web Portal
• Care Plans & Tasks - Practice Cards
• Pending and Completed Actions
• Reports
• Making Mailing Labels
• Holidays - Automated Rate Changes
• Helpful Tips
• Credentials and Compliance
• Compliance
• Credentials
• Inquiry
• Margin Report
• Editing Existing Shifts
• Mapping
• EVV and Communicating with Employees
• Clients and Caregivers Practice Cards
• Basic Scheduling Practice Cards
• Electronic Visit Verification Practice Cards
• EVV Reports - Tasks Report
• Persons, Companies, and Roles
• Staff Email Verification Process