How To's
Learn How To: Standard User: Identify Clients Not Assigned to a Navigator 00:28 Reports: Identify Clients Not Assigned to a Navigator 01:17 Standar...
Tue, Dec 10, 2019 at 3:09 PM
Learn How To: 00:32 - Standard User: Traditional Goal Plan Review 01:42 - Agency Admin: Requirements to Set up Quick Goal Plans 02:13 - Agency Admi...
Tue, Dec 17, 2019 at 9:54 AM
This video will show you: 00:06 - Demonstration: View as Agency Admin 00:16 - Anatomy of Dashboards 00:52 - Mini Calendar and Date Navigation Bar 02:...
Mon, Jan 13, 2020 at 2:05 PM
This quick demonstration video will show you how to run your agency's Module 4 report and transfer the results to the Module 4 spreadsheet.
Thu, Mar 26, 2020 at 11:04 AM
What is the Client Interaction Log? 00:03 Standard User: Interaction Log Filter 01:05 Standard User: New Client Interaction Log Entry 01:58 Standard ...
Mon, May 4, 2020 at 11:35 AM