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This what the invoice will look like if you change the default details of the Invoice Setup. We have added the invoice footer left and right. We set yes to include employee name and we set No to invoice show times.
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Support Worker Apps
This is the section where you could control all the details that you wanted to show / hide from the support worker / portal app of Brevity. The red text that this will be seen from the mobile app. The blue text means that this will be seen from the portal appThe following information provides an additional explanation on the support worker app and brevity portal configuration options that are managed through the Branch form
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Options specific to the Brevity Care App
The options listed below are specific with managing the information that the employee or approved client can see through the Brevity care app on their mobile device.
Show Portal Service History - This will hide
This option allows you to control whether the client’s service history is available to the support worker through their Brevity care app. If you set this option to YES then your support workers will see the service history of the client.
Whereas if you set this to No. this option is set to NO that service history will not be available.
Show Portal Service Report
This option allows you to control whether the View Summary Report link is available to the support worker through their Brevity care app.
If you set this option to Yes, YES then your support workers could see the portal history of the clientwill see the View Summary Report link which will allow them to access additional information related with the client. That additional information includes language spoken, type of disability, goals, documentation and medication.
Whereas if this option is set to NO the View Summary Report link will not be available.
Show Mobile app Leave - This is the section where you could allow your employee to create their leave.
This option allows you to control whether the support worker can view and create their own leave requests through their Brevity care app.
If you set this option to No, the leave tab from the mobile app will disappear so they could not create a leave request.
to YES then your support workers will be able to select the leave icon located in the footer of the app dashboard to access both a summary page of leave planed and taken as well as request new leave. To make a leave request the support worker can click the add 
icon in the bottom right-hand corner of the leave tab within the Brevity Care app to bring up a leave request page.
Whereas if this option is set to NO the leave icon as discussed above will not be available.
Show Client Feedback Rating - You could turn this off if you don't
This option allows you to control whether you want the client to rate the employee's service. The client feedback rating could be found when the client will sign on the shift.service that they have received from the support worker. Feedback from the client through the Brevity Care app is by means of a star rating.
If you set this option to YES then the client rating field will be shown on the same page that the client uses when they are signing off on a completed service. To be noted that this rating is mandatory and must accompany a signature at the conclusion of the service.
Whereas if this option is set to NO the client feedback rating will not be available
Show Portal Address / Phone / Mobile - This will hide the client's details (such as address / phone and mobile) from the support worker. If you set this to No, the client's address will be hidden when you click on the shift to see the shift details.
Show Portal funding - This option will let you hide or show the client's funding from the portal. You could see the funding when you open the client's record from the client's tab.
Show Portal All documents - This option will let you control all the document that they could see from the portal. If you set this to No, Brevity will just show all the shared documents. If you set this option to Yes, it will show all the document of the client from the portal.
The next option are for the client's mobile app. There are two option that you could set for the client's mobile app. If you want to see the full guide for the client mobile app, click on this link (Client Mobile App)
Allow Client Service Request - This will give you an option if you want the client to request for a service schedule from the client's mobile app.
Show Client plan Balances - This option will let show show their funding balance from the client's mobile app. If you set this to No, all their funding will be hidden from the client's mobile app.
These three options allow you to control what client address and communication details will be available for review by the support worker through their Brevity Care app.
If you set the option to YES on the respective fields then either the clients address, phone or mobile number will be displayed within the shift details (past, upcoming and current) for the support worker to review.
Whereas if this option is set to NO on the respective fields then that information will not be available for review by the support worker.
Allow Client Service Request
If your client has been provided with login credentials, then this option will allow you to control whether the client can register new service requests through their Brevity care app.
If you set this option to YES, an add icon will present in the bottom right-hand corner of the shift tab within the Brevity Care app. Selecting the add icon provides the client with access to the NEW SERVICE screen, where they can specify service date/time, description of the activity and service type.
Whereas if this option is set to NO the add icon will not be present and the client will not have the option of adding a shift.
Show Client Plan Balances
If your client has been provided with login credentials, then this option will allow you to control whether the client can review their funding through their Brevity care app. Plan balances includes available, used budget, total budget and a breakdown by service type.
If you set this option to YES, the client plan details will be available for review through the invoice tab as well as the shift tab of the Brevity Care app.
Whereas if this option is set to NO the client plan balance will not be present.
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Options specific with the Brevity Care Portal
The options listed below are specific with managing the information that the employee can see through the Brevity care portal.
Show Portal funding
This is option is applicable only through the to the Brevity care portal. If set this option to YES then you will be able to see the client funding. Whereas if the option is set to NO then the clients funding will not be displayed through the Portal.
Show Portal All documents
This is option is applicable only through the to the Brevity care portal. If set this option to YES documentation applicable to the client will be available through the portal. Whereas if the option is set to NO then the client’s documentation will not be displayed through the Portal.
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Editing the Branch Details
By default, the Branch information is already filled in on this page. Change the Branch Information and once done, click on the save button to save your Branch Information
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Changing the Letter Head
Letter Head is a picture for your company logo. Brevity includes the letter head in generating reports. You can change the letter head by clicking on the Choose File button.
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For Mac users, you can browse the logo you want to upload and click on the choose button.
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Service Agreement Template
Service Agreement Template is a document that can be used in generating Service Agreement Document. This section will let you manage the documents wherein you can add a new service agreement template, delete the template or download the template.
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Uploading the Service Agreement Template
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For Mac users, browse the file you want to upload and then click on the choose button
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Changing the file view
You can change the view of the file by clicking on the horizontal bars
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It will display the Service Agreement Template in List View
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Action Button
Action Button will let you download or delete the Service Agreement Template.
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Click on the Download Template will download the template to your computer. Clicking on the Delete button will delete the template on the list. If you delete the template, you cannot retrieve the template so please be careful in deleting the template.
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File Preview
If you want to view the document, click on the document you want to view.
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A new window will pop up. It will show you the contents of the file.
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Adding Another Branch
If your company have two or more branches, you can add another branch in Brevity. From the Branch setup, click on the + New button from the upper right corner of the branch setup.
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Fill in the details for the New branch. Once done, click on the save button to create the new branch.
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