![geoh_flat-2-1.png]](https://support.geoh.app/hs-fs/hubfs/geoh_flat-2-1.png?height=33&name=geoh_flat-2-1.png){kind=small}
Using GEOH
Frequently asked questions about GEOH features that are organized by the pages they apply to in GEOH.
- How do I add a case management office?
- How do I Print Visit Notes?
- 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?
- Can I get my paystubs through GEOH?
- Why Accurate Check-In/Out in GEOH Matters
- Operations Worklist
Scheduling
- How do I adjust the times on a completed visit in GEOH?
- 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 in GEOH?
- 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 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 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 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 add goals for a client in GEOH?
- 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 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?
- 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 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?
- 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?
Smart Billing
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 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?
- How Do I Assign an Existing Task to a New Visit Type?
Dashboard
- 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 visits that need review 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 do I export a printable PDF of my employee 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 create an employee Notifications Rule?
- 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 discharged clients?
- How do I add the Schedule Units Cap to visit types?
- What are the types of visit statuses?
- How do I translate languages in GEOH?
- What are the offline mode FAQs?
- When is GEOH Customer Support available?
- How do I send a message to a staff member in GEOH?
- Does capping units to a visit type affect billing and payroll hours?
- 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?