BRUEN

Table of Contents:

• How to add new HR/Skills/Credentials (blue)
• What to do after Clinicians Upload Documents on the mobile app (blue)
• How to add Partners (green)

HOW TO ADD NEW SKILLS / HR / CREDENTIALS:

Step 1: Set up Required Documents

Please click link to add Required Caregiver Documents

Step 2: Add Skill Category

• Go to Settings
• Click Skill Category
• Add New Skill Category
• Label
• Click Save
• 

Step 3: Add Skill

• Go to Settings
• Click Skills
• Add New
• Label
  • Type: Mandatory
  • Category: HR Requirement
• Click Save
• 

Step 4: Add HR Requirement (link to skills)

• Go to Settings
• Click Configurable List
• Click (a) HR Config Tab
• Add New Requirement
  • Requirement: Select HR Folder
  • Name
  • Check: Needs Expiration Date
  • Link Skill
• Save
• 

Step 5: Add Document to Mobile App Upload

• Go to Settings
• Click Configurable List
• Click Employment Tab
• Select Configurable List: Clinician Required Documents
• Add New
• Label
  • Document Name
  • Folder: Uploads
• Save
• 

CONFIRM CLINICIAN'S DOCUMENT UPLOAD:

If you'd like a step-by-step tutorial on how clinicians can upload documents on the mobile ap, please visit HERE.

Once clinicians upload required documents on the mobile app, administrators will verify by...

Step 1A: Checking for new uploads in Actions Requests

• Going to Actions Request
• Select dropdown "Clinician Documents to Review"
  • 

Step 2A: Changing Document Folder from Uploads > Credentials

• Go to Clinician's profile
• Click the Documents Tab
• Select Folder: Uploads
  • Click Properties to Edit
  • Change Folder to Credentials (shared with facility)
  • Save
  • 

Step 3A: Adding expiration date on HR

• Click tab HR
  • Click subtab Requirements
  • Select uploaded document
  • Add today's date
  • Add Document Expiration Date - even if there is no expiration date, you still need to add a date
  • Select who added the document
  • Save
  • 

Step 4A: Confirm Document is listed in Skills

• Click tab Skills to confirm documents are listed under category: HR requirements

To MANUALLY upload document/credentials:

• Go to Clinician's profile
• Click the Documents Tab
• Click Upload
  • Add attachment
  • Check box: This is a workers document file
  • Select document
  • Save
  • 
• Repeat steps 2A to 4A above

HOW TO ADD A PARTNER:

Step 1: Create a Partner

• Go to Main Menu - Settings
• Click Partner
• Click Button - Add new
  • add details 
  • Save

Step 3: Add Skill to Location Group

• Go to Main Menu - Settings
• Click Skills
• Click button - Add New
  • Partner Name
  • Type:
  • Category: Location Group
  • Save

Step 4: Create a Pricing Table

• Go to Main Menu - Settings
• Click Organizational Detail
• Click tab - Billing Configurations
• Click Subtab - Bill Code
  • 
  • Click button - Add New Bill Code
  • 
• Click Subtab Pay Code
  • Click button - Add New Pay Code
  • 
• Click Subtab Pricing Table
  • Click button - Add New
    • Pricing Table Type: Bill or Pay table
    • Name: Partner Name w/ start Date
    • Start Date
    • End Date or Check box ongoing
    • Select rates for each shift type at Partner Location
  • Save
  • 

Step 5: Attach Pricing Tables to Partner

• Go to Main Menu - Settings
• Click Partners
• Edit Partner
• Click tab Pricing Table 
• Click button - Assign Pricing Table
  • Select Bill Table
  • Assign Table
• 

Step 6: Add a Location Profile

• Go to Main Menu - Locations
• Click Add New
• Add Partner details
  • Select dropdown Partner: --
  • Save
• Once the profile is created, go to tab: Skills
• Go to Category Location Group > Add
• Add Skill: Partner
• Save