Front Desk Section
In this section, a user has access to the agency's appointment schedules, external PCP lists, pharmacies, fax inbox, and external referrals.
Appointments Weekly Link
Appointments, weekly
In this section, a user can see one active provider's schedule, all active provider's schedules and inactive provider's schedules for the date selected (past, present and...
External Notification Link
External Notifications Link
In this section, a user has access to notifications from clients via the client portal as well as referrals from outside agencies.
Useful Links:
For additional...
Front Desk Link
Front Desk Link
Clicking on the front desk link will take a user to the front desk view. In this section, a user can check in/out clients for their appointments, confirm appointment type and...
Global Fax Inbox Link
Global Fax Inbox Link
This link is one of several ways to access the global fax inbox area. Clicking on this link will allow a user to send a fax, check received faxes and access archived...
New Client Link
New Client Link
This link is one of several ways to add a new client. Clicking on this link will take the user to the new client template.
Useful Links:
For additional information regarding...
PCP Link
PCPs Link
In this section, a list of entered primary care physcians are found. A use can search for an already existing entry with the search bar located at the top of the PCP list or a user...
Pharmacy Link
Pharmacies Link
In this section, a user may modify their agency's list of pharmacies. A user can edit or delete an already existing pharmacy or add a new pharmacy. A user can also utilize the...
Program Enrollment Dashboard Link
Program Enrollment Dashboard Link
This link will take you to the active programs for the agency. At the bottom of this page you will find a button to show the inactive programs for your...
View Location Schedule Link
View Location Schedule Link
This link allows a user to filter appointments by location and check for scheduled forms.
Under the "Schedule" tab a user can choose a single location or all...