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Using GEOH
Frequently asked questions about GEOH features that are organized by the pages they apply to in GEOH.
Scheduling
- How do I schedule a visit with anytime check-in?
- Authorization Calculator
- How do I send visit summary and visit note print-outs to my email?
- Adding a schedule using the multiple schedule tool in GEOH
- How do I adjust the times on a completed visit in GEOH?
- How do I schedule an active tracking trip?
- How do I change visits from "Completed" to "Ready to Bill"?
- How do I bulk update visit types?
- How do I resubmit failed transmissions?
- How do I adjust a visit's service radius?
- How do I complete tasks?
- How do I change the group on a completed visit?
- How to Filter the Schedule by Unassigned Visits
- How do I update visits to "Ready to Bill" without Smart Billing?
- How do I drag and drop service radius pins in the Scheduling Wizard?
- How do I create a visit series in GEOH?
- How do I add tasks to a visit schedule?
- How do I manually enter a visit?
- How do I delete a visit series?
- How do I view deleted trips?
- How do I delete a visit?
- How do I change the visit type of a completed visit?
- How do I add administrator notes in GEOH?
Clients
- How do I Discharge a Client?
- How do I change the color of a client icon?
- How do I clone a client's visit type care plans?
- How do I add a note to a client's profile?
- How do I adjust columns and filters on GEOH pages?
- How do I set up a billing hold for a specific client's visit type?
- How do I add goals for a client in GEOH?
- How do I create client authorizations?
- How do I Add a Client's Diagnosis Code to their Care Plan?
- How do I make client goals required?
- How do I check notes history at the client profile level?
- How do I update visit notes?
- How do I reactivate a discharged client?
- How do I add a new care plan for a client?
- How do I export a printable PDF of my client list?
- How do I view deleted authorizations?
Employees
- How do I set roles and permissions for Employees?
- How do I add, edit, or print employee notes?
- How do I change the color of an employee icon?
- How do I Assign an Employee Staff Manager?
- How do I Set an Employee's Pay Rate?
- How do I enable an employee to self-schedule?
- How Do I Add Employee Credentials?
- How Do I View Employee Credentials?
- How Do I Use the Employee Task List and Update Credentials?
- How Do I Create a Custom Task for an Employee?
Reporting
Agency Management
- How do I enable trip tracking for a visit type?
- How do I enable the multi-address check-in feature to my GEOH agency?
- How do I make client and employee signatures required for visits?
- How do I make visit notes required to complete visits?
- How do I Edit Employee and Role Permissions?
- How do I create a service connection?
- How do I view my GEOH invoices?
- How do I add documents to a folder?
- How Do I Assign an Existing Task to a New Visit Type?
Dashboard
- How do I Use the Client Tasklist to Create a Custom Task Reminder?
- How do I resolve "Needs Supervisor Signature" on the Operations Worklist?
- How do I add authorizations from the "Invalid Data" tab in the Operations Worklist?
- How do I resolve "Invalid Data" on the Operations Worklist?
- How do I label visits on the Operations Worklist?
- How do I resolve a missed visit on the Operations Worklist?
- How do I resolve a missed check-out on the Operations Worklist?
- How do I resolve a missed check-in on the Operations Worklist?
- How do I resolve "Needs Review" visits on the Operations Worklist?
Frequently Asked Questions
- How to Log Hourly Tasks in GEOH
- How do I export a printable PDF of my employee list?
- How do I fix location issues with my staff?
- How do I mark a visit as declined?
- How do I cover a shift when a staff is unable to make it to a visit?
- How do I clear the cache and cookies in my browser?
- How do I upload files for document storage?
- How do I create an employee Notifications Rule?
- How do I deactivate and reactivate employee accounts?
- How do I view available units for a client's authorization? (Options 1, 2, and 3)
- How do I view discharged clients?
- How do I add the Schedule Units Cap to visit types?
- What are the types of visit statuses?
- What are the offline mode FAQs?
- When is GEOH Customer Support available?
- How do I send a message to a staff member in GEOH?
- How do I view my agency's activity feed in GEOH?
- How do I send a message to all staff members in GEOH?