Instructions

  1. Navigate to Add Administrator Menu

    → Agency Settings (accessible from dropdown in top right-hand corner menu under your name)

    → Administrators

    → Add Administrator

  2. Add Sage as an administrastor

    1. email: [email protected]

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    2. Check “Allow this individual to login to the WellSky Personal Care system

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    3. Check “Allow this user to change agency settings” (Note: Sage will never make changes to your WellSky agency configuration or settings without your consent)

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    4. Click “Next” until you reach the end of the “Add Administrator” flow. Then click “Save”

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    5. You should see Sage Integrations as a new item in your list of admins

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  3. You’re done!

    Sage is now able to access your Wellsky information, and will begin the process of integrating your organization’s data into Sage’s secure services.