Action Center Notifications

Overview

Action Center notifications are system reminders that help keep users on top of critical client management issues, such as missing bill rates and expiring HR requirements or authorizations, as well as client highlights such as birthdays.

Available Notifications

The following notifications are available for configuration:

• Unassigned Visits
• Clients with no scheduled visits
• Skills Expiring
• Expiring HR Requirements
• Clients/Caregivers with no Bill/Pay code
• Caregiver Birthday
• Client Birthday
• Clients with no Client ID
• Clients with no Primary Diagnosis Code
• Expiring Authorizations
• Clients not seen in the last 30 days
• Clients exceeding authorizations

Expiring Authorizations Option

For expiring authorizations, there is an option to include authorizations without a number. When enabled, the notification title will reflect this and read: "Expiring Authorizations (Set to Include Auths with No Number)."

Behavior Notes

As of 7/25/24, HR Requirements and Authorization Expiration notifications will pull regardless of the date, and regardless of whether there is a replacement, as long as the associated caregivers or clients are active.