Portal

How to Add Skills and Targets to Programming and the App
To add any skills or targets to programming and the app, you must send an initial target to programming. Once you have sent at least 1 target to programming...
Sun, Jan 12, 2020 at 8:56 PM
How to Change Required Fields for New Accounts
You may want to change the required fields in order to ensure that staff fill out any important information that must be collected. Below is a brief how-to-...
Sun, Jan 12, 2020 at 8:56 PM
How to Set Up Scheduling for Office Rooms
Running a clinic can be difficult when trying to keep track of staff, clients, and rooms. Fortunately, you can use Click ABA's Scheduling Pro to manage ...
Sun, Jan 12, 2020 at 8:59 PM
How to Convert Reports to PDF
1. Converting a report into a PDF is as simple as can be with Click ABA. Once the report is open, click on "PDF" located on the lower right hand s...
Sun, Jan 12, 2020 at 8:59 PM
How to Add Text Paragraphs in Reports
1. To add additional paragraphs to a report, select the add paragraph button at the top. You may also do this manually by placing your cursor where you woul...
Sun, Jan 12, 2020 at 9:00 PM
How to Add Task Analysis Steps/Targets
To add a Task Analysis Step/Target, complete the following: 1. After selecting the client, go to clinical->assessment->acquisition->choose the...
Sun, Jan 12, 2020 at 9:00 PM
Setting up and using the DocuSign Integration
The wePortal DocuSign enhancements allow: Document templates to be created for different users by default and to then be signed by new or existing users. ...
Fri, Jan 3, 2020 at 10:37 AM
How to Add/Edit Company Information on the Portal
You can easily add your company's information into the portal by following the steps listed in the article below.  1. First, click on the "S...
Sun, Jan 12, 2020 at 9:00 PM
How to Add an Area to the Portal
To add an area in the portal you can follow the steps in the following article.  1. The first step is to click on the "System Management" t...
Sun, Jan 12, 2020 at 9:01 PM
Human Resources - How to Add and Manage Credentials
The Human Resources section allows you to manage and keep track of staff credentials. To add or update credentials you can follow the steps in the following...
Wed, Mar 25, 2020 at 4:59 PM