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Keeping Up with SwyftOps – v1.18
We’re back! At SwyftOps we love turning subscriber feedback into helpful features! We’re excited to announce a slew of enhancements will be released over the next few days. Like SwyftOps itself, these upgrades are designed to improve your experience and enhance your ability to effectively manage your business.
Introducing …
Click the image for a quick preview!
We Found the Missing Link!
You may now create external links for potential clients to submit service inquiries, and for potential caregivers to submit mini-applications. You will find your agency’s links here:
Applicants
- Home
- Settings
- (scroll to bottom) Settings
- (dropdown) Caregivers
- Applicant Form URL
Service Inquiries (Intakes)
- Home
- Settings
- (scroll to bottom) Settings
- (dropdown) Client
- Intake Form URL
Copy the link and post it on your website or elsewhere as desired. That’s it!
Intake or applicant submissions will flow to SwyftOps for approval. Users can even upload any needed files or documents!
Gain More Latitude in Mapping!
This is a leap in proactive management of caregiver punctuality!
The interactive map dashboard enables visibility of a map of your caregivers’ locations, and the distance of each from a client. This feature is active when within a specified range of time before or after a scheduled shift.
View how far away caregivers are from an upcoming shift, and from the map access client/CG details or even the scheduling tools! All this will help you identify potential late shift arrivals.
Viventium Payroll – The Best Frustration Elimination Integration in the Nation
SwyftOps is excited to announce that our newest payroll processor partnership is with Viventium. Unlike the prior Viventium export option, this full integration provides full HR & payroll functionality.
Because caregiver records sync, and the gross payroll data travels from SwyftOps to Viventium with a single, this automation saves you time.
Unhappy with you current payroll provider?
Nevvon Have I Ever
had a better training integration. SwyftOps is excited to announce an e-learning partnership with Nevvon!
… had a better training integration. SwyftOps is excited to announce an e-learning partnership with Nevvon!
Caregiver training is critical. With this integration, course assignment and completion status flows to the SwyftOps home page as well as to caregiver profiles.
If desired, training bonuses can be automatically awarded as courses are completed!
Looking for a training provider?
OMG It’s OIG via Verify Comply
Our new partnership with Verify Comply makes it easier than ever to determine if caregivers or payers appear on any OIG exclusion lists.
Fully integrated, SwyftOps is ready to verify compliance with a simple click. Managing exclusions will guide you to not use caregivers or payers who will negatively affect your agency.
Other Features Included in This Release Are:
You may now create external links for potential clients to submit service inquiries, and for potential caregivers to submit mini-applications. You will find your agency’s links here:
Billing
- Additional filters and sorting on “Send Past Due” emails.
- Invoice posting to client/multiple payers.
- Conceal primary payer covered services and charges from other payers on invoices.
Caregivers
- Add source details when copying a note to a client record.
- Automated messages to caregivers.
- Addition of gender “X” option.
- Option to allow editing or moving of notes.
- Migrate caregiver referral sources to standard contacts.
- Option to make note categories compulsory.
- Grouping of caregiver module menus.
Clients
- Add source details when copying a note to a caregiver record.
- Add PRN on Care Plan; report/print for PRN tasks.
- Add supervisory visit task on completion of non-medical assessment.
- Addition of gender “X” option.
- Default assessment templates.
- Delete future facility tasks when saving clients in discharge status.
- Option to allow editing and moving of notes.
- Function to copy client profiles to a new client record.
- Improved resolution of client offline data conflicts.
- Medicaid supplemental occurrence codes for billing/EDI files.
- Option to make note categories compulsory.
- Grouping of client module menus.
Dashboards
- Added a region filter for corporate dashboards.
- New interactive map dashboard.
Family Portal
- Hide discount column from Family Portal invoices if there are none.
General
- Active / inactive option for territories.
- Import / export for document templates and copy to offices.
- Option for upcoming shift notifications to be sent at a fixed time each day.
Reporting
- Add client tags to Private Invoice and Billing reports filters.
- Add Region filter for corporate reports.
- Add Services audit report.
- Add State ID to caregiver advanced reports.
- Add task notes to schedule advanced and audit reports.
- Billed / Paid Amounts by Service Category report.
- Caregiver Average Tenure reports (corporate level).
- Caregiver Average Tenure reports (office level).
- Caregiver report for OIG checks.
- Changes / additions to UB-04 (fields 38, 46, and 69).
- Client Bill rates report.
- Client Census report.
- Client Marketing Statistics report (corporate).
- Client Marketing Statistics report (office level).
- Monthly Billed Hours & Billed Amount (per office) corporate report.
- Monthly Billed Hours & Billed Amount corporate report.
- New Clients report.
- Payer report for OIG checks.
- Plan of Care (485) enhancements (labels and section adjustments).
- Revenue By National Account report.
Scheduling
- Add copied details when copying a note to a client or caregiver record.
- Add last updated by and last update date to Facility schedule.
- Add Territory and Service search on EVV Flowsheets screen.
- Change Sex to Gender and add gender “X” option.
- Enhancements to mobile view when using schedule global set/send schedule change notification dialog.
- Move notes.
- Option to make a note category required.
SwyftCG App
- Enhancements to mobile app clock/in out limits,
- Inactive caregiver app login message enhancements.
- Option to show/hide open schedules per client.
System
- Change scheduled notifications to use a central scheduler app.
- Change SSH.NET version in site.
- Update to Angular 14
- Add Region for corporate offices.
- Royalties – Add Region for offices and filters.
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