Setting up an organization

Start a free trial for your business and configure settings

11 articles in this collection
Written by Ilya Vakhutinsky

Starting a free trial for your business

The first 14 days are on us, no credit card or contract required

Written by Ilya Vakhutinsky
Updated over a week ago

Onboarding your business

Initial action items once you have your new Careswitch organization

Written by Ilya Vakhutinsky
Updated over a week ago

Business Settings

Adding your business logo and email

How and where your business profile is used

Written by Ilya Vakhutinsky
Updated over a week ago

Adding offices

How to restrict your office staff to certain clients, using multiple offices as a way to better assign caregivers to shifts

Written by Ilya Vakhutinsky
Updated over a week ago

Payroll Settings

Setting pay periods and your workweek for overtime

Pay periods that get used for payroll totals, and workweek settings so overtime can be calculated

Written by Ilya Vakhutinsky
Updated over a week ago

Configuring travel time and mileage reimbursements

Travel pay rates and caregiver mileage rates that get used in payroll and reimbursement totals

Written by Ilya Vakhutinsky
Updated over a week ago

Managing pay rates

Set your master list of pay rates to be used with shifts

Written by Ilya Vakhutinsky
Updated over a week ago

Billing Settings

Setting billing periods and invoice defaults

Bill periods that get used when creating invoices, initial values used in each new invoice

Written by Ilya Vakhutinsky
Updated over a week ago

Managing bill rates

Set your master list of bill rates to be used with shifts

Written by Ilya Vakhutinsky
Updated over a week ago

Care Note Settings

Customizing statements shown to caregivers and clients

Statements that explain abnormal vital instructions, travel time policies, and client and caregiver signatures

Written by Ilya Vakhutinsky
Updated over a week ago

Configuring what information is collected during shifts

Determine what care, time, mileage and location information is collected during shifts

Written by Ilya Vakhutinsky
Updated over a week ago