Business Units – Settings – Administration

A

active patients only

P

prospective patients only

B

both active and prospective patients

Use Staff Teams

Select to assign staff members to teams in the selected Business Unit.

Use Branches

Select to enable assigning patients to branches in the selected Business Unit. This check box is cleared by default.

Use Staff Branches

Select to enable assigning staff members to branches in the selected Business Unit.

Resource Branch for Services

Options in this group are active only if the Use Staff Branches check box is selected.

Require Resource Branch

Select to require selection of the branch for the staff resources while providing services.

Default as Assigned Patient Branch

Select to use the assigned patient branch for the staff resources while providing services.

Inventory

Select to use the internal supply inventory function. When this check box is selected, the Quantity on Hand and Reorder Level fields are available in Administration>General>Supplies. This option also allows you to print a Supply Reorder Alert report that lists all supplies that have fallen below their reorder level.

Action due lead time X day(s)

Specify the number of days prior to an action being due that the operator assigned the action starts receiving item due messages. This option is directly linked to the collection notes only.

Enter Petty Cash

Select to enable the petty cash option in the Resource Types window in Administration>General. When this option is selected, you can record petty cash on service entries for the resource types.

USPS Standards

Select to use United States Postal Service Standards for labels and envelopes produced in the application.

Suppress prefixes

Select to suppress the automatic "Mr." or "Ms." prefix on labels and envelopes.

Workday Hours

Specify the number of hours in a standard workday.XXX Netsmart Homecare uses this number in the Productivity report to convert hourly figures to daily figures.

Payroll Workday

Specify the number of hours in a working day for payroll purposes. XXX Netsmart Homecare uses this number in the Payroll report to convert hourly figures to daily figures.

Default Prospect Admit Code

Specify the code for your agency to use as the default for admitting prospective patients.

Default Resumption of Care Code

Specify the code your agency should use as a default for resuming patient's homecare after an inpatient stay in a facility.

Patient Name Max Length

Specify the number of characters allowed in patient name fields within the application.

Fundraising

Select to enable the fundraising function in Netsmart Homecare. When this check box is selected, the Donations window is available in Transactions>General where you can enter donations that your agency receives from businesses or individuals. Also, several donation related reports appear under Reports>Hospice.

Hospital-Based

Select if your agency is hospital-based.

Service records limit

Specify the maximum number of service records displayed in the Contract Invoices window in Transactions>General (100 through 2000).

Require Completing the Needs Window to Admit Patient

Select this check box to require completing the Needs window in Patient>General for a patient admission (in Host mode only).

End Date Care Team Upon Discharge

Select this check box to display a warning to operators upon discharge. If this option is unchecked, operators will not receive a warning and the Care Team will not be ended upon discharge.