Custom Data Solutions
Custom Data Collection using Surveys
Building Provider Surveys Using the sidebar menu, navigate to Settings -> Surveys. Click the "Create Survey" button in the upper right hand corner of the view. Enter a name in the "Survey Name" text field. Drag and drop the desired Markup or Input ...
Deactivating System Users
Deactivating System Users 1. Navigate to the top left of your screen and select the menu button to open the side menu. 2. Navigate towards the bottom and select 'System', then select 'Manage Users'. 3. Select the name of the user you would like ...
Client Caseloads
Caseloads are a groups users (clients and staff) that is used to determine access to help manage, and limit access to certain clients. The first step in managing caseloads is to create the caseload. Once a caseload is created you can then decide ...
Managing Resources
Managing Resources Files and Organizations can be added to the system to aid clients in overcoming their barriers to recovery. Adding new resources to the system begins with adding them to your Local Resource Library. Clients who are later "linked" ...