• How Do I Create a Public Alert?

      Public Alerts provide a way to direct users to important information within a client record by displaying a gold banner across the top of the Client Profile. The banner will display the text "This client has been issued system-wide alert. Please review notes for full details" (figure 1). Clicking on the banner will navigate the user to the Notes tab, where they'll be able to read any alerts visible to them. Note...

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  • How Do I Create Client Notes?

      Creating Client Notes To create a Client Note, select the Notes tab in top menu of the Client Record. From here you can add a new note by clicking Add Note in the top right corner of the Notes section.    Create a title for your note and enter your note in the body of the notes section. The Agency field will automatically be populated with your agency name.   Time Tracking fields are also available. Utilize the...

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  • How Do I Upload and Work with Files and Forms?

      Working With Client Files In the client record, click on the Files tab.     Adding a New Client File To add a new file, select the Add File link in the top right corner of the Files section.     From the drop down menu, you have the ability to select a Category and Name that best identify the type of file you will be uploading. These can be customized to represent file types most often uploaded by your impleme...

    label_outline Getting Started label_outline Clients label_outline Files label_outline For Basic Users label_outline Animation