How do I make a window start with my usual choices?

Open a window’s settings and choose Presets: they fill in your usual choices each time you add something new, with Undo. Admins can save them for everyone.

Quick answer1 min readUpdated for AveeCare
Short answer

Open the window’s settings and choose Presets. Set the choices you always make, such as a visit type, a length or a payer, or choose Save what’s in the form now. Presets fill in each time you open the window to add something new, and a note shows what was filled in, with Undo.

Step by step

  1. Open the window, such as Schedule a Visit.
  2. Open its settings and choose Presets.
  3. Set each preset, or fill in the form and choose Save what’s in the form now.
  4. Admins can choose Save for everyone to set them for the whole agency.

Good to know

  • Presets fill in only when you add something new, never when you edit something that already exists.
  • Your own choice wins: a calendar slot you dragged, or a time you picked first, is kept.
  • A preset that can no longer be used, such as a payer that was turned off, is skipped and you are told why.
  • Your own presets come before the agency’s. A field marked Agency preset comes from your admin.

Keep going

How do I find a field in a long form?

Long windows such as Add Client, Add Caregiver and Schedule a Visit have a search bar: type a word, choose a result, and AveeCare opens the right step and puts you in the field.

How do I hide or move parts of Schedule a Visit?

Open the window’s settings to hide, move or resize its blocks, or Add a block such as client at a glance. Reset returns the original layout.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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