Settings
Customize Fieldworker for your agency
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Customize Fieldworker for your agency
Last updated
Was this helpful?
Software settings and configuration refers to the adjustable options within a software program that allows users to customize its behavior, appearance, and functionality to suit their specific needs, often accessed through a "settings" menu, where users can modify parameters like language, display preferences, security levels, and more, essentially tailoring the software to their desired operation.
The Fieldworker platform allows several ways to configure the software and hence manage, control, and customize the software for various users.
To configure the Fieldworker platform, access the Settings page, by clicking the cogwheel icon from the top-right corner. The exact options available to configure the functionality depend on the role of the employee.
At the highest level, the application exposes settings in the following categories.
The general section in the Settings page is exposed to all users. Depending on the role, some sections may be limited to only admin or manager users.
Personal Information - allows you to maintain and manage user-specific data. Any user can manage their own data, managers can manage information for all their employees, and an admin can manage all the users' data.
Employment Information - lets you manage and edit employment-related attributes of the current user.
Employee Task Type - If your agency is using the Fieldworker platform to manage time being spent by your employees, this section lets you manage what tasks an employee is allowed to book her time for. Only the tasks selected here are displayed in the drop-down when booking time.
Secure Communication - If your agency has subscribed to secure communication, this section lets you set your choices to subscribe to what messages you want to receive, and their frequency.
The Fieldworker platform provides functionality in a wide range of areas. Your agency may choose to subscribe to some or a few of these functions. The subscription section in settings lets you define your agency and its areas of business. This setting section is only accessible to an admin user.
Primary Business - Your agency should define (select) the primary area of its business. This will control the basic look and feel of the app, according to this selection.
States - allows you to indicate states in which your agency operates. Certain business functions are only available in some states.
Modules Activated - Which Fieldworker modules your agency has subscribed to? Your application interface will be driven by what features are available to your agencies.
The Agency section on the Settings page lets your agency configure the Fieldworker platform to map its workflows to the app. The Fieldworker platform's functionality is dependent on choices in this section. This section is only accessible to admin users.
Company Information - section contains basic official credentials (including logo) about your agency and its subscription to the Fieldworker platform. When your company logo is uploaded, the Fieldworker logo on the top left, as well as on several reports, will be replaced with your company's logo. The subscription detail section is for your information, and can only be updated by your customer relationship manager at the Fieldworker.
If you do not have an active subscription or trial, certain services may not be available to your users.
Office Locations - allows you to capture all locations where your employees operate or provide services.
Salary Type - lets you define various payment models used to pay your employees.
Payroll Frequency - captures the frequency of your payroll runs. This also influences your time management process.
Start of the Week - determines the first day of the week
EVV Settings - If your agency uses the EVV process to bill certain tasks, are all your tasks billable by default? How close should your employee be when checking in to a customer location? If your state allows you to choose not to submit the visits to the billing directly, you may choose to select the visits to be sent for EVV purposes only.
Scheduler Settings - Set your agency's operating hours and days when your agency is open for business. The scheduler will only be displaying the operating hours for defining a session.
Resources - locations where your customers can get serviced, or sessions can be scheduled. Only the locations defined here will be available for scheduling sessions.
Secure Communication - What communication messages does your company subscribe to? The system will be generating all selected messages, and send it to the relevant recepients, if they have also indivually opted to receive such messnages.
This section captures all the important details required to manage your Revenue Cycle. This section is only accessible to admin users.
Billing Information - lets you define key identifiers used to identify your agency by your payers.
Payers - captures all payer details with which your agency has contracts to service your clients. You will be selecting your payers based on the state your agency operates in, and those payers are supported by the Fieldworker's Clearinghouse.
Contracts - captures details about the contracts with your payers. A contract usually connects a process performed by your agency to its own dedicated NPI, if any.
This section allows you to tweak the Fieldworker platform at its deepest level. This section should only be edited after understanding the full impact of the changes. Some of the changes in this section are irreversible and could lead to permanent loss of existing data. This section is only accessible to admin users.
Task Type -
Forms -
Customer Type -
Contact Type -
Location Type -
Employee Type -
Employee Status -
MT Settings -
Task Type Mapping -
This section allows you to manage all the information about your employees, their relationships and reporting structure, etc.
Employees -
Employee Onboarding -
Employee Relationship -
