What Most Providers Set Up First
Every center is different, but most providers get up and running with the same core features. Here's the order most follow, with a link to the guide for each step. You don't need to finish one step before starting the next, and anything that isn't relevant to you yet can wait.
Step 1: Lay the foundation
Make StoriiCare your own: set your terminology and brand colors.
Add your participants and staff: How to Add a New Profile.
Set roles and permissions: A Guide to Staff Roles and Permissions.
Fill in the Face Sheet: A Guide to Using the Face Sheet.
Set up attendance schedules: How to Add an Attendance Schedule.
Step 2: Run your day in StoriiCare
These are the features your whole team will use every day. Getting everyone using them early is the quickest way to feel at home.
Sign participants in and out with the Register.
Document care with Progress Notes.
Keep your team informed with the Staff Noticeboard.
Plan activities and take attendance in the Calendar.
Track recurring care such as ADLs and vitals with Tasks.
Complete forms and assessments in Forms.
Step 3: Plan care
Step 4: Billing (if you bill through StoriiCare)
Once it's configured, billing comes down to opening a billing plan, generating invoices, and sending them for payment or reimbursement.
Start with the Billing Onboarding Checklist.
Set up Rates, Billing Plans and Payers.
Submitting insurance claims? See StoriiCare & Stedi Partnership.
Step 5: Reporting and compliance
When you're ready for more
Family engagement: Care Circle / Connections
Groups: A Guide to Using Groups
Automated alerts: Workflows
Medication management: eMAR
CACFP meal tracking: Meal Tracking
Home care visits: Home Care
Enrollment pipeline: CRM
Multiple locations: Group Portal
You're ready to go live when...
Every staff member has signed in
Your imported participant and staff details have been checked for accuracy
The Register and Progress Notes are being used every day
If you bill through StoriiCare, you've generated and checked at least one invoice