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GEOH Help Center
Using GEOH
Getting Started
Using GEOH
Scheduling
Clients
Employees
Smart Billing
Reporting
Agency Management
Frequently Asked Questions
GEOH Mobile App Help
Integrations
State Transmission
Common Questions
My Account
Using GEOH
Frequently asked questions about GEOH features that are organized by the pages they apply to in GEOH.
How do I add a new client?
How do I select "Home" or "Community" to clock-in and out of GEOH?
How do I run a weekly summary report in GEOH?
Scheduling
How do I adjust the times on a completed visit?
How do I schedule an active tracking trip?
How do I print my visit notes?
How do I change visits from "Completed" to "Ready to Bill"?
How do I bulk update visit types?
How do I filter by color modes on the Schedule page?
How do I create a quick trip?
How do I resubmit failed transmissions?
How do I adjust a visit's service radius?
What are the types of time calculation options?
How do I track mileage?
How do I view Client Color Mode?
How do I complete tasks?
How do I change the group on a completed visit?
How do I change groups on a completed visit?
How do I filter by only unassigned visits in GEOH?
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?
How do I add a caregiver to a schedule?
How do I add tasks to a visit schedule?
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Clients
How do I delete a client?
How do I change the color icon for clients?
How do I clone a client's visit type care plans?
How do I create a client admin note?
How do I add tasks to client profiles?
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 change or edit a client's address?
How do I setup my client goals?
How do I create client authorizations?
How do I add my client's diagnosis codes to their profile?
How do I make client goals required?
How do I edit or view my client's notes?
How do I check notes history at the client profile level?
How do I update visit notes?
How do I turn off client GPS for certain clients?
How do I enable the Newborn indicator in a client profile?
How do I substitute a PO box for an address?
How do I add mailing addresses and service addresses to a client profile?
How do I reactivate a discharged client?
How do I add a new care plan for a client?
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Employees
How do I set roles and permissions for Employees?
How do I change the color icon for Employees?
How do I view Employee Staff Manager?
How do I configure pay rates for my staff?
How do I enable an employee to self-schedule?
How do I reset an employee's username and password?
How do I make a unique employee's email address a required field?
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Smart Billing
What are the claims statuses on the Billing Worklist?
How do I set visits as ready to bill?
Reporting
How do I run a report on client hours?
How do I run a payroll report?
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 access staff Roles and Permissions on GEOH?
How do I make client goals required?
How do I create a service connection?
How do I make the client's date of birth a required field?
How do I view my GEOH invoices?
How do I add documents to a folder?
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Frequently Asked Questions
How do I print my current staff list?
How do I fix location issues with my staff?
What do I do if my staff can’t connect to their mobile network or WiFi during their visit?
What do I do if my client has declined a visit?
How do I cover a shift when a staff is unable to make it to a visit?
How do I upload files for document storage?
How do I manage my staff's notifications?
How do I deactivate and reactivate employee accounts?
What are the types of interface statuses?
How do I view available units for a client's authorization? (Options 1, 2, and 3)
How do I view deleted clients?
How do I add the Schedule Units Cap to visit types?
How do I resolve "Needs Review" visits on the Operations Worklist?
What are the types of visit statuses?
How do I translate languages in GEOH?
What are the offline mode FAQs?
How do I resolve a missed check-in on the Operations Worklist?
How do I resolve a missed check-out on the Operations Worklist?
How do I resolve visits that need review on the Operations Worklist?
How do I resolve a missed visit on the Operations Worklist?
When is GEOH Customer Support available?
How do I send a message to a staff member in GEOH?
How do I label visits on the Operations Worklist?
What are the Ohio agency feature requirements?
What is the attestation message 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?
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