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 appearances of 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 non-admin users.
Personal Information - allows you to maintain and manage user-specific 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.
Secure Communication - If your agency has subscribed to secure communication, this section lets you set your choices to subscribe what messages you want to receive, and its 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.
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.
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.
Company Information - section contains basic official credentials (including logo) about your agency and its subscription to the Fieldworker platform.
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 as well.
Start of the Week - determines the first day of the week
EVV Settings - If your agency uses 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?
Scheduler Settings - Set your agency's operating hours
Resources - locations where your customers can get serviced
Secure Communication - What all communication messages your company subscribe to?
This section captures all the important details required to manage your Revenue Cycle.
Billing Information - lets you define key identifiers used to identify your agency by your payers.
Payers - captures all payer details which your agency has contracts to service your clients
Contracts - captures details about the contracts with your payers
This section allows you to tweak the Fieldworker platform at its deepest level. This section should only be edited only 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.
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 relationship or reporting structure, etc.
Employees -
Employee Onboarding -
Employee Relationship -
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