Seniorverse Help
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Getting Started
Logging into Seniorverse
Navigating the Platform
Understanding the Main Modules
Managing Your User Profile
Getting Help and Support
Changing Your Language
Care Operations
Activities
Understanding the Activities Page
Creating and Recording Activities
Viewing Activity History
Attendance
Understanding the Attendance Page
Checking a Member In
Checking a Member Out
Recording a Cancellation
Adding Attendance Events
Changing the Payor / Benefit Type
Recording Transportation Details
Using the Reception Kiosk for Check-In and Check-Out
Meals
Understanding the Meals Page
Recording Meal Service
Recording Meal Completion
Adding Meal Notes and Dietary Info
Configuring Meal Types and Options
Planner
Understanding the Planner
Using Week, Month, and Day Views
Creating and Editing Events
Approving and Rejecting Events
Printing and Exporting Schedules
Tasks
Understanding the Tasks Page
Viewing and Completing Care Tasks
Managing Admin Tasks
Creating New Tasks
Members
Finding a Member
Understanding the Member Profile
Adding a New Member
Editing Member Information
Managing Member Demographics
Adding and Managing Contacts
Setting Up Member Benefits
Managing Health Insurance
Configuring Transportation Schedules
Uploading and Managing Files
Adding Member Notes
Archiving or Deleting a Member
Enrolling Members for Facial Recognition
Taking and Managing Photos
Clinical
Allergies
Managing Member Allergies
Recording "No Known Allergies"
Conditions Diagnoses
Adding and Managing Conditions
Documentation
Writing Nurse Notes
Documenting Incidents
Managing Advance Directives
Reviewing, Finalizing, and State Reporting Incidents
Medications
Managing Member Medications
Using the MAR (Medication Administration Record)
Recording Medication Administration
Vitals
Recording Member Vitals
Recording Glucose with HI/LO Values
Viewing Vital Sign History
Care Planning
Creating Assessments
Building Service Plans
Managing Care Goals
Using Plan Templates
Building Form and Assessment Templates
Capturing Electronic Signatures
Completing and Sharing Forms with Families
Billing
Claims
Enabling and Understanding Claims
Submitting and Tracking Claims
Running Eligibility Checks
Receiving Remittance and the Files Tab
Credits
Creating Credit Memos
Applying Credits to Invoices
Invoices
The Invoice Lifecycle
Creating an Invoice
Generating Invoices from Billing Plans
Adding & Editing Invoice Line Items
Viewing & Editing Invoices
Finalizing & Sending an Invoice
Voiding an Invoice
Printing & Downloading Invoices
Billing Transportation
Payments
Recording a Payment
Allocating Payments to Invoices
Managing Unallocated Payments
Reports
Using the Billing Dashboard
Setup
Understanding the Billing Module
Setting Up Payors
Managing Charge Codes
Configuring Benefit Types
Creating Billing Plans
Setting Up Service Providers
Reports
Understanding Available Reports
Running Attendance Reports
Running Billing Reports
Running Meal Reports
Running Member Reports
Running Demographics Reports
Running Transportation Reports
Exporting Reports to CSV and PDF
Administration
Center Setup
Configuring Center Settings
Managing Groups
Configuring Content Options
Enabling and Disabling Features
Alerts and Notifications
Users
Inviting a New User
Setting User Permissions
Managing User Roles
Removing a User
Family Portal
Introduction to the Family Portal
Viewing Your Loved One's Daily Activities
Accessing Health and Care Information
Managing Your Family Portal Account
Reviewing and Completing Forms
Viewing Assessments and the Service Plan
Learning Paths
Front Desk Learning Path
Care Staff Learning Path
Nurse Learning Path
Administrator Learning Path
Billing Staff Learning Path
Reference
Glossary of Terms
Keyboard Shortcuts Reference
Permissions Reference
Help Center
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Reports
Reports
The billing dashboard and financial summaries.
Using the Billing Dashboard
The Billing Dashboard is your monthly at-a-glance view of revenue, collections, and the work that needs attention.
Seniorverse Help
Seniorverse Help