● Company Profile: Complete all required information

● Manage Staff: Create all staff member user profiles (Including but limited to: Field Staff, Physicians, Administrators, etc.)

● Update Your Profile: Each user to complete user profile.

● User Roles: Add any additional user roles as required by your hospice

● Manage Groups: View how many members are in each group of roles.

● Reports To: Complete hierarchy hospice tree

● Certification Types: Add any additional certification types as needed for your hospice

● Manage Visit Frequencies: Create a current period for your visit frequencies and establish the

Medicare week within the system.

● IDG Teams: Build at least one IDG Team to be able to assign employees to.

● IDG Patient Groups: Build at least one IDG Patient Group to be able to set the IDG Meeting, date, and assign patients

● Company Announcements: Create a company announcement

● LEIE Lookup: OIG website link (will be covered in the Marketing Center Training)

● PECOS Lookup: PECOS website link (will be covered in the Marketing Center Training)

● Offices: Set up offices if applicable.

● Staff Tasks: How to create a task for an employee

● Message Center: Send/received emails and texts via the internal messaging system.