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Fieldworker Documentation
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FieldworkerFeature RequestsCaregiving Simplified
  • 👋Welcome to Fieldworker
  • Overview
    • 💡What we do
      • Social Care Agencies
      • Caregivers
    • ✨Our Features
    • 🥽Platform Overview
      • 🧑‍🤝‍🧑Ability Hub App
      • 📱Fieldworker Mobile App
      • 🛠️Getting set up (Fieldworker)
        • 📝Sign up & First Login
        • 🧑Invite your team
        • ⚙️Configure your flow
        • 👥Setup your customers
      • 🛠️Getting set up (AbilityHub)
        • 📝Sign up as a patient
        • ⚙️Sign up as a caregiver
        • 🧑Build your 'circle of care'
      • Support
      • Selecting Technology for a Social Care Agency
  • Product Guides
    • 🤙Caregiving
      • 👨‍👧Maternity Caregiving
    • 💼Case Management
    • 🔩Compliance & Audit
    • 📚Document Center
    • 🎯Electronic Visit Verification
    • 🔦Insights & Reports
    • Referral Management
    • 💳Revenue Cycle Management
    • 📲Support Coordination
    • ⌚Time Management
    • Workflows & Process Managememt
  • Fundamentals
    • 📝Concepts
      • 💼Artifacts
      • 💲Billing
      • Business Processes
      • 😥Caregiver burden
      • 📝Case Note
      • 🥅Checklists
      • 👨‍👩‍👧‍👧Circle of Care
      • 🏢Company
      • 👨‍👩‍👦Contacts
      • 👩‍👧‍👦Customer
      • Customization
        • User Experience Enhancements
        • Business Process Automation
        • Role-Based Access Control
      • 👥Data Import
      • Electronic Disability Record (EDR)
      • 👩Employee
      • 📄Forms
      • 📋Glossary
      • Goals & Needs
      • ⛓️Information Architecture
      • 🌐Location
      • 📋Monitoring Tool
      • 🗒️Notification
      • OpenFDA Medication database
      • Patient journal
      • 📚Project
      • Referrals
      • 📄Reports
      • 💱Revenue Cycle
      • 📅Schedule
      • ⏱️Task
      • Visits and Verification
    • 📖FAQ
      • Ability Hub
      • Claims and Billing
      • 🏛️Compliance
      • Fieldworker Implementation
      • 💲Pricing
      • ⚙️Set Up
      • 🏁Support
      • 💡How To
        • Create a Monitoring Tool using Fieldworker
        • Replace my forgotten password
        • Connect clients to employees
        • View and Add Comments to a Customer
        • Manage Employee Timesheets (Draft)
        • Offload a customer
        • Download the list of customers
        • Add new clients
        • EVV checklist
        • Geocode locations
        • Schedule a New Appointment
        • Prepare and submit claims data
        • Manage Revenue Cycle in the Fieldworker platform
        • Manage travel and expenses
      • ⛓️What has changed?
        • Changes from prior releases (2025)
        • ⛓️Changes from prior releases (2024)
    • 💻Pages
      • Ability Hub App
      • Billing
      • Compliance
      • Contacts
      • Customer
      • Dashboards
      • Documents
      • Forms
      • Home Page
      • Locate
      • MT
      • New
      • Notifications
      • Project
      • Reports
      • Referral
      • Scheduler
      • Settings
      • Teams
      • Timesheets
      • Workflows
  • Audiences
    • Caregivers (Ability Hub)
    • 📋Case Managers
    • 🖥️Home Healthcare Providers
      • CalAIM Implementation
    • 🖥️Daycare & Community Centers
    • Customers (Patients)
    • 🎨Support Coordinators
  • What is new
    • 🛠️Change Log
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  1. Fundamentals
  2. 📖FAQ

💡How To

A few key functionality explained in greater detail

Create a Monitoring Tool using FieldworkerReplace my forgotten passwordConnect clients to employeesView and Add Comments to a CustomerManage Employee Timesheets (Draft)Offload a customerDownload the list of customersAdd new clientsEVV checklistGeocode locationsSchedule a New AppointmentPrepare and submit claims dataManage Revenue Cycle in the Fieldworker platformManage travel and expenses
PreviousSupportNextCreate a Monitoring Tool using Fieldworker

Last updated 1 year ago

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