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Setting up an organization
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