General
Upload Your Organization’s Logo 1. Click Agency Admin from the System Navigation Bar 2. Click on the General tab 3. Under Agency Logo, Update Logo, cl...
Sat, Mar 2, 2019 at 5:45 PM
Is your organization Public or Private? 1. Click Agency Admin from the System Navigation Bar 2. Click on the General tab 3. Under Agency Type, click t...
Sat, Mar 2, 2019 at 5:44 PM
When finalizing an assessment, the default next assessment date will be the number of months entered from now. Leave blank to default to “no followup assess...
Sat, Mar 2, 2019 at 5:45 PM
Include employment wage on the budget sheet and in other budget calculations. This prevents having to double enter the data, but if it's already been en...
Sat, Mar 2, 2019 at 5:45 PM
With this feature enabled, navigators (case workers) will be automatically assigned to every client profile they open. Clients can have multiple caseworkers...
Thu, Sep 19, 2019 at 8:20 AM
We highly recommend that to protect client privacy and maintain HIPAA compliance, every organization that works with sensitive client data has this opt...
Sat, Jun 8, 2019 at 1:44 PM