Settings

Agency profile

Branding used throughout the application and reports

Organization name

Default reporting period

Timezone

Logo

Health1st Home Health Services

Caring that makes the difference

Official logo active. Print placement and branding letterhead verified.

Application behavior

Draft preferences

Show demo/sample data banner

Visible in prototype only; off in production

Require reason for financial correction

Recommended for auditable corrections

Allow financial record deletion

Financial records should use void/correction history instead

Enable read-only Viewer role

Confirm whether this role is needed

Expense categories

Defaults and custom categories are illustrative

Category	Default percentage	Custom per individual
Housing Rent, utilities, and residential charges	%	Yes
Food & groceries Groceries, meals, and essential nutritional support	%	Yes
Personal needs Clothing, personal care items, and daily living aids	%	Yes
Transportation Bus passes, medical transport, and transit allowances	%	Yes
Other approved needs Miscellaneous casework-approved supplies	%	Yes
Special equipment Custom medical/adaptive technology	%	Yes

Category percentages, whether they must total 100%, who can change them, and the effective date rules require approval.

Do not treat this panel as approved legal policy. The following values are placeholders for client/compliance confirmation.

Gift and resource-limit workflow

Proposed configuration fields

Resource limit amount (client-stated)

Deadline interval

Which balance/funds are included in the resource calculation?

When should a gift trigger review?

Temporary destination process

Alert preferences

Toggle examples

Pending approvals

Show on dashboard and review queue

Potential duplicate entries

Flag similar person/date/amount/description

Incomplete transaction fields

Warn before submission

Gift transfer deadline reminders

Enable only after policy timing is confirmed

Unpaid agency advances

Show outstanding balances and follow-up list

Identifiers & visibility

Minimum-necessary access

Display MCI

Role-based visibility

Display MRN

Role-based visibility

Display last four SSN digits

Masked by default; reveal only if authorized

Full SSN is not part of this prototype. Sensitive identifiers must be access-controlled and protected in production.

Retention & security

Draft operating settings

Minimum financial/audit record retention

Receipt storage

Backup schedule

Agency profile

Application behavior

Expense categories

Gift and resource-limit workflow

Alert preferences

Identifiers & visibility

Retention & security

Add expense category