Agency Admin Video Demos
Agency Admins, are services not appearing in client profiles? Watch this video to see the most common reason why and learn how to resolve it.
Tue, Oct 15, 2019 at 9:36 AM
Agency Admins - learn how to: Service Navigation 0:32 Add Agency Service 2:33 Quickly jump to another service 8:32 Create Quick Agency Service...
Thu, Oct 17, 2019 at 1:51 PM
Agency Admins - Learn how to set up your Agency's Classes and Periods Granting the Classes Role Permission 0:49 Creating the Class 1:43 Creating...
Thu, Oct 17, 2019 at 1:53 PM
Agency Admins - Learn how to: Agency Admin - Roles and Permissions Creating a new Role from scratch 0:21 !! Pro Tip !! When building new Roles.....
Mon, Oct 21, 2019 at 11:48 AM
Agency Admin - Learn how to: Distinguish Custom Field Types 0:32 Create Custom fields 1:44 Create a Radio custom field 2:20 Create a Checkbox cus...
Thu, Oct 17, 2019 at 2:52 PM
Agency Admin - Learn how to: Create Agency Announcement to Publish 00:32 Save Agency Announcement 01:54 Edit Announcement 02:23 Delete Announceme...
Tue, Oct 15, 2019 at 10:08 AM
Agency Admin - Learn how to: Assessment Tab 0:22 Assessment Column Options 0:37 Performance Report 0:53 Completion Optional 1:21 Indicate Primar...
Thu, Oct 17, 2019 at 3:03 PM
Agency Admin - Learn how to: Example: Adding client to Program directly 0:19 Intro to Program Applications 0:53 Navigate to Programs and Applicati...
Thu, Oct 17, 2019 at 3:07 PM
This video will show users with Agency Admin permissions how to add NPIs to services for Module 4 reporting.
Thu, Mar 26, 2020 at 11:59 AM