Tags

This tutorial will provide you with an overview on adding and managing Employee Tags in Axxess HomeCare. The Tagging feature may be used in several areas within the system including:  Messaging, Employee Center, Schedule Center.  Several Reports also allow for filtering and/or displaying associated tags.

Tag examples include:

• Teams
• Location (Geographical Areas)

Adding/Editing Tags

Client-Client Center

Select the desired client using the search options on the left.  Once selected, choose Edit

The Tag feature is located within the first section of the Information Tab.

To associate one or more tags to the client:

• Begin typing the name of the tag.
  • A filtered list of existing tags will appear to select.
  • To create a new tag that doesn’t already exist: simply type the desired name and hit the enter key. Once added it will be an available selection for clients and users.

Employees-> Employee Center

Search and locate the desired employee.

Once you have Selected the employee their Employee Chart displays to the right.  Select Edit to navigate to the employee information section.

Information Tab-> Other Information Section->Tags.

To associate a tag to the employee begin typing the name of the tag. A filtered list of existing tags will appear to select.  If a matching tag doesn’t currently exist a new one may be added by simply typing the name and hitting the enter key. Once added it will be an available selection for clients and users.

Tag examples include:

• Teams
• Location (Geographical Areas)
• Discipline

Tags may be added or deleted as needed.

Areas you can use tags:

Messaging:  From Your Dashboard Go to Messages-> Compose Mail

To send a message to all users associated to a tag, simply begin typing characters of the tag.   The list of Tags will populate for you to select from.

User Search:

Employees->Employee Center

Filter employee results to only those with one or more tags by entering the tag/s in the Tag filter.

Schedule-Schedule Center-Employee

Communication Notes

Clients->Client Center-> New-> Communication Note

If the user needs to send a communication note to a specific group a tag may be selected.

Reports:

A tag parameter exists for several reports.  This will limit the results to just those associated with the tags selected  An Example of this is the “Employee Roster Report” You have the option to choose what tags you want to select to filter into the report when running.

License and Compliance Info

In order to manage compliance information for existing employees, go to the Employees tab in the main navigation bar and choose Employee Center. Within the Employee Center, find the specific employee and in the Quick Links located on the right, select Licenses.

This will navigate to the License and Compliance Tracking section of the employee file.

To add a new tracking item, select New License/Compliance. To update an existing item, select Edit in the Action column.

New:

License Number: Enter the license number as applicable

• Type: (Required) Indicate the License Type
• Category: (Required) Select the Category
• State: Select the state as applicable
• Issue Date: (Required) Indicate the issue date
• Expire Date Occurs In (timeframe selection):  Easy way to quickly set an expiration date.  If used the system will auto calculate the expiration.
• Expire Date Enter the date the compliance item expires
• Attachment: Ability to add an attachment.  When a document is attached the License Type Name will be a link.
• Alert User: Provides ability to alert the user when the compliance item is expiring.

The Alert features include the option to set the alert to 30 days prior to the expiration or the agency may set their own alert time-frame.  Selecting Set will set the Alert Date 30 days prior to the Expire Date. An alert date may be manually entered as well.

** The user will be notified via an internal message at about midnight of the selected day in the timezone of your agency’s main office.**