| Members are considered **Customers in Patriot Software-** Because Accounting software is a business accounting platform. We are a business without customers there are no $$ |
CAregivers are considered Vendors in Patriot Software - We pay them to take care of our “customers” You record it as a non 1099 payment- Vendor accounts created in (Accounting Patriot softwware) |
Vendor accounts created in (Accounting Patriot softwware) |
w2 Account Portal created and invite sent to worker (Payroll Patriot Software) + Time Clock (tell them to download the patriot time clock app- this keep track of the PTO) (HOW to Guide /Send to them) |
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| Credits are issued to Member’s when they earn the Monthly $175 caregiver challenge (All members who are enrolled in Oct 2025 (except louis - they family is under financial hardship unable to pay rent therefor we give $ vs Notes) ‣ |
Caregiver are paid by Zelle (save $) : documents you need to get them signed before we can bill |
1099 Contractor Portal created and invite sent to worker (Payroll Patriot Software) (How to Guide /Send to Them) |
REQUIRED DOCUmnets : Have your new employee fill out Form W-4, Employee’s Withholding Certificate, for federal income taxes. |
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| Required Documents/ PSI (Permission to Share) MH need this in order for you to talk to them about senior MH PSI Permission to share |
Required Documents: If they are not good with English **I-9 Filled out:** If they are good English and TECHNOLOGY have them do E-Verfy This Verfiy WHO THEY ARE. |
**Required Documents: What is a W-9 form?First things first, what is a W-9 tax form? **Form W-9, Request for Taxpayer Identification Number and Certification, is a form that businesses must obtain from independent contractors for tax purposes. In turn, businesses use the form to accurately prepare a 1099 form for independent contractors at year-end. Contractors use the form to report their taxpayer identification number (TIN) to a business they perform work for. |
/ Required Documents: : Pansy Complete this Task for Ngan/If they are not good with English **I-9 Filled out:** If they are good English and have TECHNOLOGY skills Ngan can send E-Verfy. This Step Verfiy WHO THEY ARE. |
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| Required Documents/ MH PRA: One fill out giving Clare to be the “Appointed Representative” to help coordinate member’s services/care. SIGNED BY MEMBER |
Required Documents/ Before you can bill even if we go the approval from insurance to bill WE MUST have all of these documents ! CORI/SORI/OIG: CORI (completed form sent to [email protected])https://claremissionapplicationform.fillout.com/t/u2Cgs2nAf8us |
/ Required Documents: : Pansy Complete this Task for Ngan/If they are not good with English **I-9 Filled out:** If they are good English and have TECHNOLOGY skills Ngan can send E-Verfy. This Step Verfiy WHO THEY ARE. |
Required Documents/ CORI/SORI/OIG: CORI (completed form sent to [email protected])https://claremissionapplicationform.fillout.com/t/u2Cgs2nAf8us |
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| Required Documents/ MH PRA: SECOND one fill out giving SON or Daughter to be the “Appointed Representative” to help coordinate their parent services/care. DO NOT ASSUME they already have - Complete one anyways to have on our records |
Required Documents/ Required Documents/ Before you can bill Sent via email /text to caregiver to sign to enroll in ClareShare/sign Enrollment |
Required Documents/ CORI/SORI/OIG: CORI (completed form sent to [email protected])https://claremissionapplicationform.fillout.com/t/u2Cgs2nAf8us |
Ma Employee Withholding exemption certificate. **Form- M-4 submitted forms are stored in CRM under Documents only Thai has access to** |
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HAVE them Send Picture IDS to this Email 📧 Folder Locked in CRM only Thai, Pansy - Will have access to this folder - you view it directly in zoho CRM under “documents” inside folder “Form NHR —-Email Address to send : [email protected] |
HAVE them Send Picture IDS to this Email 📧 Folder Locked in CRM only Thai, Pansy - Will have access to this folder - you view it directly in zoho CRM under “documents” inside folder “Form NHR —-Email Address to send : [email protected] |
HAVE them Send Picture IDS to this Email 📧 Folder Locked in CRM only Thai, Pansy - Will have access to this folder - you view it directly in zoho CRM under “documents” inside folder “Form NHR —-Email Address to send : [email protected] |
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Required Documents: Pansy Complete this Task for Ngan// Form NHR (Complete in office with Pansy ) 1099 & W2 staff only : Pansy fax to : 617-376-3262 https://workdrive.zohopublic.com/writer/open/g5uq403b57e2853c8489dbd009f98c39c0598 |
Required Documents: Pansy Complete this Task for Ngan// Form NHR (Complete in office with Pansy ) 1099 & W2 staff only : Pansy fax to : 617-376-3262 https://workdrive.zohopublic.com/writer/open/g5uq403b57e2853c8489dbd009f98c39c0598 |
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