October 5th Release Notes - Case Categories, Costs, Recommended Documents, and Reports

Modified on Thu, 5 Oct, 2023 at 5:57 PM



# Adding a Category and Cost to Approved Case Decisions

1. If an Approval is granted...

Once you click the Approve button, you will now be able to categorize the decision and record any associated costs!

If an Approval is granted...

2. Category Menu

After you have selected your Start and End dates, you can use the dropdown menu to choose what Category your employee's accommodation will be logged under.

Category Menu

3. Choose from the dropdown...

Categories include: Work From Home, Modified Schedule, Flexible Schedule, Modified Equipment, Assistive Devices, Frequent Breaks, Leave of Absence, Position Relocation, Intermittent Leave, Distraction-Reduced Work Environment, and Other

Choose from the dropdown...

4. Record any associated Costs

You can also make a record of any associated costs with the Decision should it come with an expenditure for the company or select No Cost if there is no associated expenditure

Record any associated Costs

5. Click on Submit Decision

Click on Submit Decision

# CareValidate Recommended Documents

6. AccommoCare now offers recommended documents for your ADA needs!

AccommoCare now offers recommended documents for your ADA needs!

7. Click on Recommended Documents and you will find a library of ready-to-fill forms

Click on Recommended Documents and you will find a library of ready-to-fill forms

8. Click on the eye icon to view a document...

Click on the eye icon to view a document...

9. ...and you will get a preview of the document!

...and you will get a preview of the document!

10. Click on download to download a copy of the document to use!

Click on download to download a copy of the document to use!

# New Reporting - Accommodation by Type and Cost

11. You can run a report on your Cases by clicking on Reports...

You can run a report on your Cases by clicking on Reports...

12. ...then selecting the date range for the type of report...

...then selecting the date range for the type of report...

13. ...and finally clicking on Run Report

...and finally clicking on Run Report

14. Click on Download to download and view the report!

Click on Download to download and view the report!

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