FOR PLAN MANAGERS
Everything you need as Plan Management users of Caresquare
53 articles
- How to Add a Team member to a Participant
- Grant Permission to a Team Member
- How to Add a Document to a Participant
- How to change or update Participant Information
- How to Export Participant and Team Member List
- How to Manually add a Participant
- Navigating the Participant Profile
- Participants Page Overview
- How to create Service Agreement
- How to Create a Budget Rule
- How to Generate Plan Management Fee
- How to Set Provider-Specific Approvals
- How to Upload Invoices
- How to Resend and Resent an Invoice for approval
- How to move an Invoice from Ready to Claims
- How to send an Invoice for Approval
- Navigating within the Invoices Page
- Processing an Invoice/Understanding the Invoice Review Screen
- QA Service Item Routing
- Invoice Assignment Rules
- Caresquare QA Warnings and Claim Flags
- NDIS Commission Compliance Decisions — Feature Overview
- How to Review Bank Detail Changes
- Navigating Within the Providers Profile
- How to Merge Providers
- Provider Page Overview
- How to Send a Bank Verification Form to a Provider or Participant
- How to change Provider status, 'Active' 'Inactive' and 'Blacklisted'
- How to Verify Your Bank Details (For Providers)