Add Individual and Sync

This video walks you through the process of adding a new individual to the system and ensuring their information is correctly synchronized. Ideal for users who need to add individuals to maintain up-to-date client profiles efficiently.

Add Individual Without SSN

Learn how to add individuals to the database even when Social Security Numbers (SSNs) are not available. This video provides best practices for handling incomplete data while maintaining compliance.

Add New User Account

Discover how to set up new user accounts step by step, from entering user details to configuring permissions. This guide ensures administrators can efficiently manage user access.

Dashboard Overview

Get a comprehensive overview of the main dashboard, including its key features and how to navigate it effectively. Perfect for new users or those needing a refresher on maximizing dashboard utility.

Dropdown List Maintenance

This tutorial explains how to maintain and update dropdown lists within the system, ensuring data integrity and streamlining user input processes.

Graphical Dashboard Overview

Explore the graphical elements of the dashboard, including charts and visual data representations. Learn how to interpret and customize graphs for better insights.

Manually Adding Appointments

A detailed guide on how to manually add appointments to ensure accuracy in both monitoring and documentation. This video is essential for effective management in non-appointment states.

Profile ID and Cost Center

Understand how to assign and manage Profile IDs and Cost Centers. This video covers linking profiles to financial data for accurate tracking and reporting.

Email Manager

Simplify and automate your organization’s email communication with Email Manager. Easily create campaigns, track engagement, and ensure compliance—all in one intuitive platform.