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- Log in to your Personal Profile
- Click Home on the main menu
- Click Clients on Employees on the submenu
- Search for the client by employee by typing their name in search filters and selecting the name when it comes up
- Click Search
- Select the client from employee from the table by clicking anywhere in the row
- This will open up the Client Details Employee Details page
- Click Actions button
- Click New Service Account from the actions dropdown
- Fill out the form wizard as usual
- Next, set the EVV Frequency Type. This can be set to
- Clock Out Only
- Clock In and Out
- Clock In, Out and Defined Intervals During Shift
- If you select this option you will also have to define the intervals in minutes
- Click Save
- Click Yes on the confirmation alert window
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- Log in to your Personal Profile
- Select Home from the main menu
- Select Clients tab from Employees on the submenu
- Search for the client employee by entering the name and using the filters, then select the Search button
- The search results will update in the table below the search box
- Click anywhere in the client row employee row to open up the Client Employee Details page
- Select the Accounts tab located below the details window
- Select the account that needs to be deactivated or edited
- Select the Actions button
- Select Edit Account from the actions dropdown
- Next, set the EVV Frequency Type. This can be set to
- Clock Out Only
- Clock In and Out
- Clock In, Out and Defined Intervals During Shift
- If you select this option you will also have to define the intervals in minutes
- Click Save
- Click Yes on the confirmation alert window
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