FAQ and Quick Tips

Displacement Feature
Here's a VIDEO that may help you - Displacement Feature
Tue, Jul 11, 2023 at 2:44 PM
Do Not Add Provider To Client Treatment Team Check Box at Service Type
Here's a VIDEO that may help you  - Do Not Add Provider To Client Treatment Team Check Box at Service Type
Tue, Mar 5, 2024 at 9:43 AM
Download CSV Option for Reports
Here's a VIDEO that may help you - Download CSV Option for Reports
Mon, Oct 30, 2023 at 1:17 PM
Duration Column in List View Logic Change
Here's a VIDEO that may help you - Duration Column in List View Logic Change
Tue, Jan 24, 2023 at 12:02 PM
Editing HR Notes - Ability for supervisor approving Leave and Availability to edit the HR note at time of approval/deny in My Tasks.
Here's a VIDEO that may help you - Editing HR Notes
Tue, Oct 19, 2021 at 3:16 PM
Editing recurrent appointments
Here's a VIDEO that may help you - Editing recurrent appointments
Fri, Dec 10, 2021 at 4:37 PM
Eligibility Check Process
Here's a VIDEO that may help you - Eligibility Check Process
Fri, Nov 17, 2023 at 12:36 PM
Employee Credential/Clearance/Qualification/Training Active Check Box
Here's a VIDEO that may help you - WEB-APP: Employee Credential/Clearance/Qualification/Training Active Check Box 
Mon, Oct 30, 2023 at 12:04 PM
Enable Miles Editing Not Allowed in Site Configuration
Here's a VIDEO that may help you- Enable Miles editing not allowed in Site Configuration or you can also use the following instructions to solve the iss...
Thu, Jun 3, 2021 at 12:57 PM
Enable SMS feature for employee
Here's a VIDEO that may help you- Enable SMS feature for employee or you can also use the following instructions to solve the issue. 1. Go to the ...
Thu, Jun 10, 2021 at 4:08 PM