Resource Topic

Client Center

Client records, attendance, transportation, activity assessments, diagnoses, and other client-centered workflows in ElderSuite.

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Illustration of a calm case-worker contacts list beside a generic client folder and a simple ElderSuite-style Client Center Related Activities screen, with no readable names or PHI.

Guide

How to Manage Case Workers in ElderSuite

Keep the case workers your center picks on client records in one master list—add new case workers, correct contact details, and retire unused ones with Inactive.

September 9, 2026

Referral type list next to a client admission folder in ElderSuite

Guide

How to Manage Referral Types in ElderSuite

Keep the referral types your client records pick from in one master list—add a referral source, correct its name, and retire unused ones with Inactive.

September 5, 2026

Physician records list next to a client folder in ElderSuite

Guide

How to Manage Physicians in ElderSuite

Keep the physicians your center picks on client records and Physician's Orders in one master list—add new doctors, correct names, and retire unused ones with Inactive.

September 5, 2026

Illustration of named van route cards flowing into a pickup-order list beside a generic ElderSuite-style Client Center screen, with no readable client names or addresses.

Guide

How to Manage Routes in ElderSuite

Open Manage Routes from the Client Center to add route names, retire unused routes, and set pickup order. Assign each client to a route on Client Information.

September 3, 2026

Illustration of a generic client list flowing into a spreadsheet-style CSV file, with no readable names or personal information.

Guide

How to Export Client Records in ElderSuite

Open Export Client Records from the Client List, choose All Records or Active Records, then save a CSV spreadsheet file of your client information from ElderSuite.

August 29, 2026

Illustration of a generic case-information record and a print-to-form relationship, with no government form copy and no readable names or personal health information.

Guide

Case Information Assessment - Form 2067

Staff maintain the Case Information Assessment in the Client Center. ElderSuite prints Case Information - Form 2067 from that saved record when a paper copy is needed.

August 27, 2026

Illustration of a generic adult day care van route list, a printed route sheet, and a daily attendance grid with pick-up and drop-off times, with no readable names.

Article

Adult Day Care Transportation Management: Routes, Attendance and Documentation

See how adult day care transportation can keep named routes, pickup order, daily pickup and drop-off times, route sheets, attendance, and billing units connected.

August 23, 2026

Illustration of a generic adult day care sign-in sheet flowing into a daily attendance grid and then a claim, with no readable names.

Article

Adult Day Care Attendance Tracking: From Sign-In to Billing

See how connected attendance tracking keeps service times, transportation, exceptions, reports, billing units, and claims tied to the same daily record.

August 23, 2026

Illustration of a generic client roster, a short add-and-save flow, and a generic ElderSuite-style client record with no readable names.

Guide

How to Add a Client in ElderSuite

Start a Client Information record from the Client Center, enter a name so the record can save, set Payment Settings before attendance, then Save & Close.

August 21, 2026

Illustration of a generic activity-assessment form, a rate-and-print flow, and a generic ElderSuite-style assessment list with no readable client data.

Guide

How to Complete Activity Assessments in ElderSuite

Open Monthly Activity Assessments in the Client Center, record the client's participation on Form ES2500, print it for the chart, and optionally set a recurring schedule.

August 18, 2026

Soft-UI illustration of a generic daily transportation sheet on the left, a times-to-units flow in the middle, and a generic ElderSuite-style attendance grid on the right. No readable client data.

Guide

How to Record Attendance and Transportation Times in ElderSuite

Enter pickup and drop-off times for one service date in Attendance & Transportation Records. ElderSuite calculates units from those times and uses the saved day for meals and claims.

August 16, 2026

Illustration of attendance and transportation times being scanned into ElderSuite

Guide

How to Scan Attendance & Transportation Times in ElderSuite

Use Scan Times to import handwritten Form 3682 pickup and drop-off times into Attendance & Transportation Records for review before saving.

August 3, 2026

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