- The first step in getting started is to setup the staff with their user names, passwords, and access levels. The following tutorials should help:
How to Add New Staff
How to Setup Staff Access Levels - Once the staff have been added (or at least some key staff), then the clients are the next priority. Here are the tutorials that will help you get started with this:
Client Information Overview
How to Add a New Client
How to Edit Client Information
How to Search for a Client
How to Add a Client Image - At this point, the staff and clients are loaded. The next phase depends on your priorities and which services you will be using at the outset. You may want to skip over some of the following steps to focus on what is most important to you initially.
- Goals. Entering the goals for each client is done on the Client Information screen:
How to Add/Change Goals/Outcomes
How to Add/Change Goal Action Steps
How to Set Goals as 'Monthly' or 'Annually' - ADS, VocHab, Employment. Program names are added on the Setup screen, and the client schedules are done on the Client Information screen:
How to Add and Change a Program
How to Setup a Program Schedule - HPC. HPC locations are very simple to setup:
How to Add and Change an HPC Location
How to Setup an HPC Location for Adult Family Living, Community Inclusion, etc. - Non-Medical Transportation. There are two methods to setup Non-Medical Transportation. If the transportation is very consistent and predictable where you pick up a group of clients on a regular basis and drop them off at the same location, then 'Transport Routes' is used for this:
How to Add and Change a Transport Route
If the transportation is more random, less predictable, and more of a one-at-a-time service, then the 'Transport Scheduler' is used.
How to Add a Transport Scheduler Route
How to Change a Transport Scheduler Route
How to Duplicate a Transport Scheduler Route - Piece Tracker. The Setup screen the place to start:
How to Setup Piece Tracker - The Basics
How to Setup the Piece Tracker Prevailing Rate
Then adding jobs is done from the Piece Tracker screen:
How to Add/Change Customers
How to Add a Piece Tracker Job
How to Edit a Piece Tracker Job
How to Search for a Piece Tracker Job
How to Add Piece Tracker Job Descriptions