The Caseload Widget
This widget allows you to easily see your caseload. Clicking on any of the links will take you to the My Caseload list page. Just like any list page, you […]
The Appointments For Today Widget
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
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
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
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
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
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
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 […]