Policies
Understanding How Policies In Careswitch Work
6 articles
- Adding a service and connecting a payerHow services and policies fit together in Careswitch — add a service to a client, then connect who pays by creating a policy: private-pay (the client, a family contact, or…
- What is a Policy?Learn what Policies are in Careswitch — what they represent, the difference between private-pay and third-party, and how service groups, limits, and status work together.
- How to create a Private-Pay PolicyStep-by-step instructions for setting up a private-pay policy for a client who is paying directly for their care.
- How to submit a Third-Party (Insurance) AuthorizationWalk through uploading an insurance authorization, what each status means while it's being reviewed, and what to do if your policy gets rejected.
- Policies FAQCommon questions about policies in Careswitch — coverage, status changes, multiple policies per client, limits, billing, and what to do when things look off.
- Setting up client and employee signatures at clock-outHow to turn on the client (care recipient) and employee signatures collected at clock-out, what caregivers see, why enabling it doesn't force a signature, and how to require signatures for…