Step-by-step guide
1) How to View and Edit Company Account and Basic Information
2) How to Add or Remove Locations
3) How to Add and Customize Service Lines
4) Create your Staff Member Settings
5) How to Add and Edit Funders, Service Lines, and Billing Codes
6) How to Enter and Edit Client Statuses
7) How to Adjust your Employee Roles
8) How to Create Default Mastery Criteria and Default Prompts in Data Settings
9) How to set Appointment Reminders in Scheduling
1) How to view and Edit Company Account and Basic Information
A) Once you are logged in, click on Company Account:
B) To modify your company’s Basic Information, and click Edit on the right-hand side of your screen:
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D) Once you have entered your Basic Information, Click Save.
2) How to Add or Remove Locations
A) Click Locations from the menu on the left to Add, Edit or Remove your site location(s):
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D) When adding or editing a Service Line, it is required to add the name of the service. The Description is optional. To assign a service line to clients and/or staff, check the box for ACTIVE. Click Save once you have finished:
4) Create your Staff Member Settings
A) Click Staff Member Settings from the menu on the left:
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K) Click SAVE. Once you have saved your Billing Code, it will appear under the Service Line:
6) How to Enter and Edit Client Statuses
A) Select Client Status from the menu on the left:
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D) Check or uncheck the box next to Show as active:
7) How to Adjust your Employee Roles
A) Select Roles from the menu on the left:
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F) Enter the new Role Name and Description, Click Save:
8) How to Create Default Mastery Criteria and Default Prompts in Data Settings
A) Click Data Settings from the menu on the left.
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E) Use the arrows under Change Position to adjust the prompt hierarchy. Click the corresponding “x” next to a prompt you want to Remove:
9) How to set Appointment Reminders in Scheduling
A) Click Scheduling from the menu on the left:
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