The Appointments For Today Widget
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Step by step video guide here: https://player.vimeo.com/video/793094440?h=44096d4451&badge=0&autopause=0&player_id=0&app_id=58479 This widget allows you to see your daily schedule at a glance. This includes non-client time, such as meetings and time off, as […]
Care Team Widget
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The goal of this widget is help users to better understand who is on a client’s care team with a visualization based on the number of recent interactions. This can […]
How to Export Data
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Many list pages allow users to export data to excel format. Caution: exporting data will push this data onto your computer. Please ensure you are always compliant with HIPAA regulations […]
How to Sort the Columns
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Columns display the data associated with the filters. When viewing the data users are able to sort by the column. Users can click on the column header to sort by […]
How to Save Filters and/or Create Favorites
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Step by step video guide here: Filters assist you with locating the data that is relevant to the user; filters will vary by list page. Some list pages have multiple […]
How to Save Filters and/or Create Favorites
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Step by step video guide here: As helpful as filters can be it can also be time consuming to continuously change your filters to locate what you are looking for. […]
Tracking Widget
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Step by step video guide here: The Tracking widget is a tool that shows you any documents or tasks that you need to complete. You can scroll down on the […]