This article will cover how to create Individual Authorizations and Group Authorizations.  1. Click "clients" on the left hand menu and search...

To edit existing progress notes or create your own custom progress notes follow the steps below.  1. Click "System Management" on the left han...

To evaluate and view previously conducted evaluations for various types of users follow the steps below.  1. Click "Evaluations" on the left h...

To learn how to create and customize evaluations for staff member, as well as the Parent Competency evaluation follow the steps below.  1. Click "s...

To view reports follow the steps below.  1. Click "reports" on the left hand menu.  2. Generate custom reports by filling out the sea...

As a company you may want to add your own custom programs to the portal. There are two ways you can currently achieve this. To learn how to make these progr...

The Calendar Colors icon in System Management allows you to identify which colors represent different items on the calendar legend in each user group.   ...

Below are steps to help you fill out a report for a client.  1. Click "Clients" on the left hand menu and search for client.   2. C...

Step 1: Click on the "Claims" button located on the menu to the left hand side of the screen.  Step 2: Search by client name, therapist, ...

In System Management you can view and add various exit interviews. The information from each survey can be useful in providing feedback on why employees are...