Chapter 10: Clinical Settings
Chapter Overview
What You'll Learn:
- How to open Clinical Settings
- Each settings section and what the defaults mean
- How editing works (per-section Edit modals)
Time to Complete: 10–15 minutes
Who Should Read This: Agency Administrators, Clinical Managers
Path: Settings → Clinical Settings → /dashboard/settings/clinical
Billing-only: hidden.
Previous: Chapter 9: Communications
Text-only. Labels match the screen.
Rates are not configured here. Fee Schedule / HIPPS / Service Codes live on each payer (Chapter 12).
10.1 What You See
Page title: Clinical Settings
The page is a stack of read-only cards. Each card has an Edit button that opens a modal → Save Changes / Cancel. There is no single page-level Save for all sections.
Sections (top to bottom):
- Documentation Standards
- Clinical Alerts & Triggers
- QA Review Thresholds
- HHA Visit Planning
- Scheduler Visit Reminders
- Visit Types Library — see Chapter 11
Billing-only agencies typically do not use this clinical page.
10.2 Documentation Standards
Controls documentation timing.
| Setting | Default (as shipped) |
|---|---|
| Visit notes must be completed within | 48 Hours |
| Lock clinical notes from editing after | 7 Days |
Modal title: Documentation Standards.
10.3 Clinical Alerts & Triggers
Subtitle: Vital Sign Thresholds.
Table columns: Vital Sign · Low Alert · High Alert
Typical defaults:
| Vital Sign | Low | High |
|---|---|---|
| Systolic BP | 90 | 160 |
| Diastolic BP | 60 | 100 |
| Heart Rate | 50 | 120 |
| Respiration | 10 | 24 |
| Temperature (°F) | 96.0 | 100.4 |
Modal title: Vital Sign Thresholds.
10.4 QA Review Thresholds
| Visit type | Overdue threshold (hours) | Priority threshold (hours) |
|---|---|---|
| Normal Visits | 48 | 72 |
| Compliance Visits | 24 | 48 |
Modal title: QA Review Thresholds.
10.5 HHA Visit Planning
| Setting | Default |
|---|---|
| Default visit duration (minutes) | 180 |
| Minimum duration (minutes) | 60 |
| Maximum duration (minutes) | 480 |
Modal title: HHA Visit Planning.
10.6 Scheduler Visit Reminders
| Setting | Default |
|---|---|
| Reminders enabled | Yes |
| Minutes before scheduled start | 15 |
| Minutes after scheduled start (late clock-in) | 5 |
Modal title: Scheduler Visit Reminders.
Captions note allowed ranges (before: 5–120; late: 1–60) and that late reminder is skipped if already clocked in.
10.7 Common Mistakes
- Looking for one Save Changes for the whole page — each section saves in its own modal.
- Skipping HHA Visit Planning / Scheduler Visit Reminders — they are on this page.
- Expecting Visit Types on a separate Settings item — they are the Visit Types Library card here.
10.8 Quick Checklist
- Documentation and QA thresholds match agency policy
- Vital ranges reviewed
- HHA duration + visit reminders set
- Visit Types Library reviewed (Chapter 11)