Home Page

Every user in Fieldworker has a starting (or a landing) page, when they login. Your login page and its layout is determined by the business your company is in.

Depending upon the type of business, the features that your company has subscribed to, and your role, you will have a customized view of the application when you log in. This document provides an overview of key screens and their features.

For a Case management company

Case management is a collaborative process that helps patients and their families navigate the healthcare system to receive the support and services they need. The Fieldworker landing page allows case managers and their admins easy access to tools and functionalities to help their consumers achieve their goals.

For a Support Coordination company

The Supports Program is a Medicaid waiver program through which adults (21 and older) with intellectual and developmental disabilities who live in a non-licensed setting (typically a family member’s home) can access state services through the New Jersey Division of Developmental Disabilities (DDD).

A support coordination agency is a DDD funded service that assists individuals in gaining access to needed programs and state services, as well as needed medical, social, educational and other services.

For a Care provider company

A licensed person or organization that provides health care services. Examples of health care providers include doctors, nurses, therapists, pharmacists, laboratories, hospitals, clinics, and other healthcare centers.

For a Daycare Center

Daycare centers for disabled adults, also known as adult day service centers, provide a variety of services to help older adults and people with disabilities live independently and participate in the community:

Socialization - Adult day care centers provide opportunities for socialization with peers and other community members.
Health and personal care - Adult day care centers may offer medical services such as physical therapy, occupational therapy, or speech therapy.
Activities - Adult day care centers offer a variety of activities, including meals, recreation, and outings.
Transitional care - Adult day care centers may provide transitional care and short-term rehabilitation after hospital discharge.
Relief for caregivers - Adult day care centers provide relief for family members and caregivers by allowing them to go to work or run errands.

Home page

Here is an example of the landing page for an administrator of a New Jersey based Support Coordination agency. The page provides access to all functionality subscribed to, and is useful for maximum benefit to a Support Coordination agency.

The landing pages for all users have a common organization with all functionality organized in five different areas.

The top left corner has controls to logout from the app, and a quick way to check, 'What is new' in the current version of the app.

The left menu bar contains all functionality that your agency has subscribed to, including all core functionality that the app offers.

The top-right corner contains icons or buttons to access common, core functionality provided by the app, available to most users.

The main section of the screen contains all the detailed functionality that is most useful for your agency. This area is usually divided into two or more sections providing easy access to key functionality or summary information.

The left menu can be closed to utilize more space for your main section.

The main sections for a Support Coordination company are listed below.

Upcoming appointments

This section displays the upcoming appointments or tasks scheduled for you. All details about the task including date, time, and location are displayed. You can also scroll through the all tasks if there are many upcoming tasks.

Timesheets

If your agency has subscribed to the Time Management feature, your timesheet entries will be accessible from this control. You can scroll through your time entries for a day, one week at a time. You may also create or edit new timesheet entry.

Recent calls

The Fieldworker mobile app can be used to make calls to the clients and automatically record the same for audit purposes. The last 10 calls are displayed in this control.

The left menu bar is the entry point to all core and other functionality subscribed to.

Home always returns the user to the main landing page.

Projects icon opens up all the Projects that are being worked on at your agency.

Clients icon lets you view, edit, and manage all your clients' information.

Contacts screen lets you manage all other relationship that your agency or its customer may be dealing with.

Locate lets the administration quickly review all their employees' last known locations.

New allows the capture (or onboarding) of a new customer, location, or project.

Next few icons open up the optional functionality that the company may have subscribed.

Timesheets module let the agency manage the time entries booked by their employees leading to payroll management.

EVV allows managing tasks completed by the agency's employees that require geographical validation of the delivery of services.

Billing allows access to the Financial management module including managing Prior authorizations, Accounts Receivable, and Revenue Management cycle.

Documents module opens access to a comprehensive document center where an agency can easily organize their documents.

Forms module allows access to creation, management, and access to the data collected through custom forms.

Scheduler is a key resource for agencies that manage services offered via various employees to clients in a pre-defined schedule.

The App corner

The top-left corner of the landing page is common across all users. Apart from the name of the company, it also lets a user log out from their current session.

The downward arrow icon lets the users review the latest set of changes that are introduced to the app.

The Core Functionality Corner

The top right corner of the app provides access to several common core functionality, generally available to most agencies. Depending upon the role of the users, some of this functionality may be restricted.

The current user logged in and the agency name is listed in the top row.

The next few icons provide access to some of the key core functionalities.

Reports icon opens up the Fieldworker Analytics page. Core reports are available to all agencies, however other specialized reports are displayed based on the subscription.

Settings icon opens up the Configuration and Customization section. Some tabs and functionality may only be available to an admin user.

Feature Request lets any user create a new feature request, or review and opine on existing feature requests.

Help icon opens up extensive user documentation with an AI-powered search to help you resolve any questions or doubts.

Information icon mentions the current version of the app, and its deployment date.

Notification tab shows all notifications that may have been sent to the current user.

Lastly, Four buttons at the bottom of the top right core functionality corner provide easy access to some very common core functionality.

NEW NOTE lets a user quickly create a text or audio note and associate the same to a customer, project and/or task.

NEW TASK lets you quickly create a task and assign it to an employee, or yourself.

NEW TIMESHEET allows you to quickly create a new timesheet entry for any employee under your supervision.

UPLOAD lets you quickly upload a document and associate it to a task, project or customer.

Support Coordination Administration

The top bar in the main section of the landing page for Support Coordination agencies lists key functionality only available to admin users.

Home - Caseload Report

The Caseload report tab shows all your customers and a summary of the mandated tasks that have been completed for the past year.

Home - Timesheets Report

The timesheet report displays all time entries submitted by all your managed employees. The tab also allows access to the customization of the reports as well.

Home - Dashboard

The dashboard tab displays a few key management indicators covering the population under management, visits completed and any outstanding visits.

DDD Synch

DDD Synch tab is available to all support coordination and service provider agencies in New Jersey. This lets an admin synch data from the state system using a standard export format.

Recent Notes

For a Case management company, the main section of the home page replaces the calls section with a most recent notes section. The appointment section is also minimized by default.