NEXT Video - August 26, 2019 (Employment "Other" Separation Reason; Add Referral Source; Assessments Assigned to Program) : Solution Center

NEXT Video - August 26, 2019 (Employment "Other" Separation Reason; Add Referral Source; Assessments Assigned to Program) Print

Modified on: Tue, Dec 10, 2019 at 3:06 PM

New Features:

Standard User - Added “Other” text field under Employment → Separation Reason 0:26
Standard User - Print Notes button added to Client Notes page 0:50
Report Builder - “Referral Source” now available for Ad Hoc reports 1:04
Report Builder - Adding “Referral Source” to Ad Hoc report 1:30
Standard User - “Referral Source” location on client profile 2:31
Agency Admin - Add "Referral Source" option to drop-down list 2:47
Agency Admin - Organizing Assessments by Program 3:13
Standard User - Viewing Assessments filtered by Program 4:34

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NEXT Video - August 26, 2019 (Employment "Other" Separation Reason; Add Referral Source; Assessments Assigned to Program) Print