EVV - Adding User to CareChamp App

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EVV - Adding User to CareChamp App




Create a new CareChamp user
  • From Barnestorm Office go to Codes > Other Basic Codes > Employees
  • Pull up the employee using their four-digit code or by name.
  • Be sure there are no special characters in the Last Name or First Name field; a hyphenated name is valid to use. Be sure NOT to include information like the aides credentials or office. 
  • Leave the Email Address field blank. If you have a personal or business email for the employee, list that in the Email Address 2 field.
  • Check the CareChamp box. If this box is already checked, that means the account has already been created.
           
  • The Invite button will send a link via email and/or cell phone to the user with instructions on how to load and use the app. This should be done after all employee information has been entered.
  • The CareChamp Settings button will appear, click it.  Select any special rules that need to take place. You can review those rules below. 
  • Click on Save.
Note: At this time, a few checks will run to make sure the employee meets specific criteria for a CareChamp user: Cell Phone Number (include area code), Program, Job Code (with rev code 0570 or 0599 for CAP/PCS or 0550 for HH nurse assigned to it), Rev Code of 0570 or 0599 for CAP/PCS, Rev code 0550 for HH nurse, SSN.  You will receive a warning message if any fields need to be corrected. If you make corrections be sure to click on Save again.

If all requirements are met, a Barnestorm email address will automatically insert into the Email Address field.  This will be a combination of the first and last name, with a shortened or abbreviated agency name. This field will become locked so that you cannot change the email address. 

The Email Address will be the CareChamp users login, and the system will automatically generate a password, which can be found from the Reports section on the main menu. 

NOTE: Once you have activated a user, do not switch out the email address.

Synchronize Schedule
After the user has been setup for CareChamp, you’ll have access to the Sync Schedules button that appears under the CareChamp Settings button.  We recommend clicking this feature after the user has been setup to force any schedules already created, over to the CareChamp app.
 
When you select the Sync Schedule button, you’ll notice a green status bar that shows it is working.  Do not exit or switch employees until this bar disappears, indicating the sync is complete. 

Deactivate CareChamp User
When an employee has been terminated you can remove their login credentials.  This completely removes the login.  Before completing this step, be sure all visits have been synchronized into Office. It is ok if the visits are still pending or send failed to Sandata. 
  • Access the employee: From Codes > Other Basic Codes > Employees, pull up the employee by their four-digit code or by name.  
  • If they are terminated, uncheck the Active Only box to include inactive records in your search. 
  • Remove CareChamp Access: Uncheck the Care Champ box and click on SaveAnswer Yes to remove the user from CareChamp. 
  • Wait for Completion: It may take a minute for this to complete. The system will remove visits from the app and then deactivate the user. Visits within Barnestorm Office will remain intact. The screen may appear unresponsive while the process completes as this is normal.

CareChamp Settings
My Patients Only: When checked it will restrict the list of patients on the app to those assigned to the aide from the Referral > Employees tab. This works on the Schedule New Visit section and works when “Hide Schedule Create” below is not checked. 
Show Visit Timer: (RECOMMENDED CHECKED) This shows at the bottom of a started visit.  It is a running clock of how long the visit has been in session and also how much time is left out of the scheduled time. 
Show Patient Directions: This will show the directions listed on the Referral > Directions, into the app on the patient contact list. 
Hide Schedule Create: When checked it will not allow the app user to create a schedule/visit when one is not available. Use this one with caution as these will not be tied to the aide care plan for weekly reports. 
Location Lockdown: When checked it will require the app user to have their location service enabled and working and start/end the visit from the patient’s home (within a one mile radius).  If the user attempts to start away from the home they will get an error message and will not be able to start the visit. It is important to only use this if management has agreed to activate it. Note that Barnestorm will not be able to troubleshoot location service issues on the device itself.  
Lock User: This will not allow the user to log in using their login credentials.  When unchecked it will allow them to login. This will not remove the login credentials. 

Troubleshooting

Issue: The user cannot log into the app. No error message appears. 
Check: From Barnestorm Office go to Codes > Other Basic Codes > Employees and pull up the employee with the issue. Verify the user is no locked under the 'CareChamp Settings'.  If so, uncheck the option, click on Save and then reload the Sync Schedules. 



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Details
Last Modified:Monday, December 02, 2024

Last Modified By: farrah@barnestorm.com

Type: INFO

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