Navigating From Your Hybrid Dashboard (Advocate/ICA)

Welcome to the hybrid Solace dashboard! This dashboard type is for the combined experience of advocates supporting out-of-pocket “clients” while also supporting insurance-covered advocacy (ICA) “patients.”

Next are a few details specific to your dashboard's ICA “Patient” area. Read on for a brief rundown of what each of these buttons does.

See the video tutorial below for a more in-depth look at the overall hybrid dashboard functionality.

Navigation Column (“Patients” vs “Clients”):

• Patients: Any work performed as an Insurance-Covered Advocate will all happen within the “Patient” sub-category of your navigational column (outlined below in green).
• Clients: Work performed as a private pay advocate will happen within the “Client” sub-category, along with “Get Paid” and “Tools” (outlined below in blue).

Navigational Column - “Patients” Drop - Down Fields Explained:

• “My Patients” (ICA)
  • When clicking “My Patients” from the “Patients” drop-down option of your navigational column, you'll be taken to the “Patients” screen, where any patients linked to your account will be listed via tabs: 
    • New Patients - Upcoming appointments
    • Active - Patients you are officially working with
    • Inactive - Patients you are no longer working with
    • Transferred - Patients once assigned to you who have been reassigned elsewhere

• “Care Plans” (ICA)
  • Click the “Care Plans” option from your “Patients” drop-down option to view “Incomplete” and “Submitted” Care Plans by clicking the appropriate tab.
    • The “Incomplete” tab will:
      • Show you the Care Plans for any patients scheduled to meet with you but whom you have not spoken with.
      • Show you the Care Plans for any patients you have met with but whose plans have not yet been submitted.
    • The “Submitted” tab will:
      • Show you any care plans you have filled out and submitted.
      • Note that changes cannot be made to submitted care plans.
        • The option to add addendums will be coming soon.
  • To view a patient's Care Plan, click the “Open Care Plan” button on the right of the entry containing the patient's name.

• “Timesheets” (ICA)
  • Clicking the “Timesheets” option from your “Patients” drop-down option will take you to the “Timesheets” tab of the “Invoices & Payments” screen, pictured below.
  • This is where you will view, edit, and create patient timesheets. 
    • Click “+ Create New” to begin a new timesheet.
      • New timesheets can also be created when using the timer feature.
    • Click “Edit” of an existing timesheet "Draft" to view or edit details.
      • Existing timesheets can be sorted in ascending or descending order for the "Date of Service" column and the "Est. Earnings" column.
  • This is also where you can sync your account to Quickbooks if you'd like.

The following video explains the ins and outs of the advocate/ICA hybrid dashboard experience:

If you're eager to learn more, feel free to check out our Help Center for more follow-along style tutorials!

Still have questions? Feel free to email us at [e-mail] or give us a call at [phone]. We're happy to help!