Currently, the easiest way to not have to re-enter information for multiple targets is to create your first target with all the relevant information and the...

To add a funding source in the portal you can follow the steps in the following article.   1. Click "System Management" and then "Fu...

To manage when staff will receive notifications related to their billing, tasks, or credentials you can follow the steps in the following article.     ...

In order to use the notes section in a user's profile you must first create note topics. Below is a brief how-to article to demonstrate how you can crea...

To create a client account you can follow the steps in the following video or article. 1. Click "Clients" from the left hand menu and then ...

To create a therapist or analyst account you can follow the steps in the following video or article. 1. Click "Therapist/Analyst" from th...

To create a custom user account you can follow the steps in the following article.   1. Click "System Management" from the left hand menu...

After five or more attempts to log in to the portal using an incorrect username or password the individual will be locked out. In order to gain permission t...

User permissions is where you set the permissions you want for each different type of User Role. This can only be done through the administrative account. T...

In session settings you can customize the amount of minutes before a type of user will be logged out automatically due to inactivity. It is not suggested yo...