Getting to Know our Features
Getting Started
How to Change Colors on StoriiCare
StoriiCare's brand colors are used across the platform by default. However, if you'd to set your own brand colors in StoriiCare, you can! Go to Busin...
A Guide to Creating Service User Profiles
Keep in mind that Service User is our default term. The terminology on your account may be Residents, Participants, Clients, People We Support, etc. O...
How to Change Terminology
Want to change Service User to Resident ? Progress Notes to Clinical Notes ? Care Plans to Support Plans ? Well, now you can! To change the termino...
Billing
Billing
We're thrilled to announce the release of our latest feature that's set to revolutionize the way you bill your clients and manage your finances within...
A Guide to Using Services
A Service may be any billable item that is tracked by time increments (e.g. 15-minute units of service, full/half-day attendance, or monthly subscript...
How to create an Invoice
To create an invoice on StoriiCare Billing, select the 'Invoices' tab within the Billing feature. Select the 'Create New Invoice' button at the top of...
Adding a new payer
Adding a new payer on StoriiCare billing is a simple process. Navigate to the Payers tab within StoriiCare billing. Select the 'Create New Payer' butt...
How to Edit an Invoice
Follow these steps to make changes to an unpaid invoice: Locate the invoice you need to make changes to Click on the invoice you want to edit Click th...
How to Void an Invoice
Follow these steps to make an unpaid invoice void: Locate the invoice you need to void Click on the invoice you want to void Click the three dots (......
How to Link a Payer to a Service User
This article will cover: How to create a new Payer How to assign a Payer to a Service User/Participant How to make a Payer default If your Payer doesn...
How to connect Invoices Generated on StoriCare with QuickBooks
Connecting StoriiCare to QuickBooks: A Step-by-Step Guide Integrating StoriiCare with QuickBooks can streamline your invoicing process, making it easi...
How to Void a Payment
To void a payment, follow these steps: From Billing, click on Payments Locate the payment that needs voided and click on the three dots (...) Click ...
How to Reconcile a Payment
From Billing, click on Invoices Locate the paid invoice you want to reconcile and click on it Click the three dots in the right-hand corner of your i...
How to Download an Invoice PDF
From Billing, click on Invoices Click on the invoice you need to export Click the three dots (...) on the right side of your invoice Select Export P...
Billing Plans
IMPORTANT: Please be aware that the Billing Plans feature is currently in Beta and is undergoing rapid iterations. As a result, some of the instructio...
StoriiCare Payments
IMPORTANT: Please be aware that the Billing Plans feature is currently in Beta and is undergoing rapid iterations. As a result, some of the instructio...
How to Add a Payment to an Invoice
Adding a payment to an invoice in StoriiCare is a straightforward process. This support article guides you through each step to ensure a smooth transa...
How to Customize and Send Email Templates
On StoriiCare there is a toolset for personalizing your email templates to send invoices, enhancing the overall communication experience as branded em...
How to Access Bulk Actions for Invoices
How to Access Invoices Bulk Actions on StoriiCare The Bulk Actions feature on StoriiCare enables users to efficiently manage multiple invoices simulta...
How to Add Fixed Fees and Fixed Discounts to Billing Plans
Adding Fixed Fees and Discounts to Billing Plans on StoriiCare Managing billing plans efficiently is crucial for seamless invoice generation. StoriiCa...
How to Connect Invoices Generated on StoriiCare to Xero
Connecting StoriiCare to Xero: A Step-by-Step Guide Integrating StoriiCare with Xero can streamline your invoicing process, ensuring efficient financi...
Exporting to Accounting Software - QuickBooks / Xero / Sage / FreshBooks / FreeAgent
At current, StoriiCare does not directly interface with any accounting systems. However, we do recommend using our exports from our Day Care Register ...
How to Add Saved Payment Methods to a Payer Profile on Billing
Adding saved payment methods to a Payer profile on Billing is simple and can be configured under the Billing feature. Follow the steps below to ensure...
CRM
Customer Relationship Management tool
1 article
A Guide to Group Portal
If you are a StoriiCare client with multiple business sites or different service offerings which require multiple accounts, Group Portal is for you! ...
Audio file uploads and audio player
You are now able to directly upload audio files to any StoriiCare notes section. At current, .mp3 and .wav files are accepted. Audio files will be pla...
Session Time
Super Users are now able to extend the session time available to each staff member before they are auto-signed out of StoriiCare. You will find this n...
Face Sheet/Care Overview Export Templates
You can now create and save templates within the Overview/Face Sheet export area. Users will no longer have to manually select each data point they re...
A Guide to the Register App
The Register app is accessible via the web at register.storii.com and app stores for both iOS (Apple) and Android as 'Storii Register'. To lo...
Matrix Calculator (Form Builder)
Matrix Calculator In one of our biggest updates yet, today we have released Matrix Calculations and new Score Badges to the StoriiCare Form Builder. C...
Data by Day Export
The benefit of this export is that it enables care providers to export key data for their service users in an anonymous format (for research, publicat...
Attendance Table Export
Our Register export expanded to become the 'Attendance Table' export, with significantly more use cases and customization options. Register data ca...
Exporting Tasks
Export present, past, and upcoming tasks in both PDF and CSV formats! Use case examples: Exporting a PDF list of upcoming assessments due for a specif...
Form Entries
Upon selecting a Form to complete, you will be presented with a table view of all Form Entries for that form type. This will include all forms that h...
Alerts
Custom Alerts can be created on StoriiCare that are triggered under specific conditions. At current, alerts can only be created for the Measurement...
Lists
The Lists feature can be used to store multiple lists for use across StoriiCare. For now, lists can be used both in the Dropdown component within Form...
A Guide to Using Subtasks
Subtasks enable multiple tasks to be scheduled within one main task for completion. Subtask lists can also be saved as a template to be re-used on fut...
Form QR Codes
Any form that can be completed via URL can now also be accessed via a QR code. This enables staff or any other individual to access a form via scannin...
Workflows
Workflows can be used to automatically send email notifications when certain events occur on StoriiCare. Workflows is currently an early Beta feature,...
Upload images to Rich Text Areas
You can now upload an image or embed a video link on any Rich Text area across StoriiCare. Image uploading will work both on desktop/laptop computers ...
Staff Records
Introducing: Staff Records! Similar to our Service User Overview feature, management teams are now able to store important data regarding their staff ...
A Guide to Visit Notes
The Visit Notes feature is used to record key notes or visits by or for third party providers such as Doctors, Dieticians and Dentists. Visit Notes fu...
A guide to 'This is Me'
You can learn more about how to customize your This is Me template via this help article: https://intercom.help/storiicare-support/en/articles/411896...
How to Log Out of a Business
Logging out as a staff member on StoriiCare is straightforward - either select the "Log Out" icon located at the top right of the browser on the web, ...
How to Create Multiple Calendars
From the Dahsboard, click on Calendar Click on the orange Settings cog icon at the top next to Calendar Click on the + underneath Custom Calendars ...
A Guide to Activity Calendar Exporting & Customizing
Once you're in Activity Calendar, click on the Export button on the left-hand side above your calendar display: From here you can customize the ca...
Forms
Where are forms saved once completed? Once a form has been successfully submitted via the 'Forms' feature, it will automatically be stored within the ...
Form Builder
What is Form Builder? Form Builder enables users to create and customize their own forms on StoriiCare. How do I create a form? Forms can be cre...
Life Story
We are excited to release our Life Story feature, enabling users and staff to create a comprehensive life story resource for Service Users and their l...
A Guide to Activity Instructions
In this feature, you have the option to store instructions for activities that take place in your community. These instructions can also be saved to a...
Using the Staff Rota / Roster
The Staff Rota is intended for scheduling both Work and Leave schedules for your Staff. To Add a new schedule, select the 'Add' button on the top righ...
How to Add New Staff & Service Users
First, navigate to the Staff tab in StoriiCare. Then, click on the Add button (located on the right side of the page). Now, fill in the designat...
A Guide to Ad Hoc Activity
Ad Hoc Activity is where you can take attendance and record activities or events that are not scheduled on your calendar. This could be something like...
A Guide to Using Measurements / Vital Signs
Update: You are now able to include additional information when entering a measurement/vital sign on StoriiCare. Users will see a new 'Description' co...
How to Remove a Feature
Looking to remove unused features from your StoriiCare account? Navigate to Business Settings . Select Features from the left side menu. Simply unt...
How to Assign Service Users to Staff
Navigate to the Business Settings section. Click Staff Roles from the left side menu. Switch on the toggle that says 'Assign Service Users to Staf...
How to Invite a Service User to Storii Family
Navigate to the Service User's profile Click on the Settings button in the top, right-hand corner of their cover photo From the side bar menu on the...
A Guide to Staff Roles
To make changes to staff roles or permission levels, head to the Business Settings section. Once inside Business Settings , click Staff Roles on ...
How to Customize the This is Me Template
If enabled, each Service User will have a 'This is Me' feature on their personal profile. StoriiCare has a default selection of 'This is Me' categorie...
A Guide to Using Groups
As you use StoriiCare, you'll notice drop down menus like this in many of the features: These menus allow you to filter for specific service user or s...
A Guide to StoriiCare Support
You can navigate to the Support section by clicking on the 'Support' button, which is located at the bottom of the sidebar menu. Once inside, you'l...
A Guide to Using Medical Info
Go to the Service User's Profile Click Medical Info Click Medication Select +Add new medication Fill in all the medication information Hit Save ne...
A Guide to Using Homecare
Businesses using the StoriiCare HomeCare App to record visits will use the Homecare feature on the StoriiCare dashboard. Download the Storii HomeCare ...
How to Edit the Care & Support Plan Template
At StoriiCare, we aim to make your transition to digital care planning as smooth as possible by giving you a high level of customization within our sy...
A Guide to Using Exports
Exports centralize your most-needed documents in one location. This way, you can print off important information quickly and easily without having to ...
A Guide to Using Permissions Levels in Business Settings
When adding a staff member to StoriiCare, you will be able to select their Permissions Level from a drop down menu (shown below): To begin with, you...
A Guide to Management Features
There are a number of features that should be exclusively available to those who have management/admin-level access to StoriiCare. Such as: Activity A...
A Guide to Using Staff Analytics
You can view data for each member of staff broken down by: Session time Total Time spent on StoriiCare (minutes) Average Time spent on StoriiCare per ...
A Guide to Using Messaging
With StoriiCare you can message staff members, service users, or friends and family members that have already created a Connections account. To craft...
A Guide to Using Calendar
This feature is designed to help you to organize and schedule activities and events that will be happening in your care community. After selecting ...
A Guide to Taking Activity Attendance
There are two ways you can record an activity using StoriiCare: If there is a planned or recurring event already set up in your Activity Calendar, yo...
A Guide to Using the Register
The Register can capture actual attendance data for service users, staff, and visitors attending your center. For staff and service users, unique P...
A Guide to Using Staff Noticeboard
Circulate important notices with staff! Use tags to organize your notices by type (i.e. 'Meetings', 'Best Practice Changes', 'New Staff', etc.). Any...
A Guide to Using Community Announcements
If you have Service Users and/or their Connections using Storii, they will be able to log in to their profile and view your Community Announcements in...
A Guide to Using Care Circle
CareCircle can be accessed from a Service User's dashboard and the 'Care' tab on their profile. Within CareCircle, you can add relatives and friend...
A Guide to Using Care & Support Plans
Custom terminology can be applied to StoriiCare, but whether it is listed as Care Plan, Support Plan, Plan of Care, etc. you can access this informati...
A Guide to Using This is Me
Every service user will have a 'This is Me' section on their care dashboard. Filling out these sections allows staff to get to know the individuals t...
A Guide to Using Care Overview
Care Overview functions like a face sheet or care record. The fields in this feature are fully customizable enabling each care setting to build out a ...
A Guide to Using Outcomes
Outcomes can be accessed from a Service User's profile. In Outcomes, you'll be able to see: Ongoing Outcomes Completed Outcomes Incompleted Outcomes ...
A Guide to Using Handover
Select Handover from the main Dashboard to view a live timeline of actions taken for each service user. This makes conducting a report for oncoming...
A Guide to Using Incidents & Accidents
Detailed instructions on how to use our Incidents/Accidents feature are provided below. You may also choose to watch this video overview: Select Inci...
A Guide to Using Assessments
StoriiCare has a wide range of Care and Activity Assessments to suit the needs of various care providers. Selecting Assessments from the Dashboard ...
A Guide to Using Progress Notes
The Progress Notes feature allows staff to record notes regarding a specific Service User or the community as a whole. Many clients use this feature t...
A Guide to Using Documents
Documents can be accessed from the Dashboard. You can also access a specific Service User's documents from their profile. There are detailed instruct...
A Guide to Using Contacts
After selecting Contacts from the Dashboard you can add a new contact by clicking Add Contact in the top right corner. Select a category for the...
A Guide to Using Tasks
Open Tasks from the Dashboard Click on the Settings wheel icon at the top of the page Click on the 'New Type' and 'New Category' boxes to input your i...
A Guide to Using Places
Using StoriICare's Places feature is great for a fun, reminisence activity. Places can be used from the main staff dashboard if you are using it for ...
A Guide to Using Playlists
Creating digital playlists on StoriiCare is a simple process. They exist both within service user’s individual profiles and on the main dashboard to...
A Guide to Using Media
The media section enables you to record activities, special events and moments to coincide with activity recording. This can also form evidence for re...
Connections Export
Quickly access a list of all your service users' friends and family members that have been added as Connections via Care Circle . In the Exports fea...
Schedule Export
StoriiCare offers a flexible and user-friendly way to export schedules, allowing you to choose various formats and layouts for the data. With options ...
Sandata Integration
We know how important an integration with Sandata is for businesses providing Homecare services in the United States. StoriiCare is proud to announce ...
StoriiCare & Availity Partnership
Availity is StoriiCare’s preferred clearinghouse partner for clients seeking reimbursement through insurance claims. While StoriiCare pays for your A...
Configuring "Completed When Overdue" Data and Buffer Times on Tasks
We're excited to announce a new feature that allows you to configure tasks to display "Completed When Overdue" for tasks that are completed past their...
Invoice Metrics
We are excited to introduce the Invoice Metrics feature within the Billing section of StoriiCare. This update offers users valuable insights into invo...
Balance Summary
StoriiCare's Billing section now features a Balance Summary available on the Payers tab. This enhancement provides users with a detailed breakdown of ...
A Guide to Payouts
StoriiCare Help Article: Payouts Tab in the Billing Feature We are excited to announce the introduction of the Payouts tab within StoriiCare's Billing...
Form Entries Permission Settings
StoriiCare Help Article: Form Entries Permission Settings StoriiCare’s Form Entries Permission Settings provide an essential layer of control over who...