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Manage My Caseload
Manage My Caseload Select Manage Students on the Left Side Menu. District: Select All Available from the dropdown to see the students in all the districts you have access to. To see only one District, select it from the dropdown. Select the Caseload ...
Add Appointment Statuses
Add an Appointment Status From the Scheduling Dashboard, select Scheduling Setup. Select the Statuses tab. Select Add. Status ID. Enter a one or two digit ID. This field cannot be changed after the screen is saved. Enter a Description. Active: Leave ...
Add a Guarantor
Add a New Guarantor from the Patient Dashboard From the Patient Dashboard, the Guarantors () link. On the Guarantor List, select the Add button. Guarantor Panel Entered: Defaults to the current date. Patient's Relationship to Guarantor: To select ...
Add/Modify Custom Fields
Add a Custom Field If you set the Data Type on the Custom Field to Text, you will get additional options that are not available for the other Data Types. See Text Data Types for more information. From the Admin Dashboard, select Custom Fields. Select ...
Add a Contact from the Patient Dashboard
On the Patient Dashboard in the Demographic panel, select the Contacts link. Select the Add button. Any changes made on the Modify Contact screen will change the Person's Demographic Record as well. Patient Relationship to Contact: Choose the ...