Documentation
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Getting Started
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Case Referrals
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Using Your Scanner Inbox
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Setting Up Scanner Inbox
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Adding a Staff Signature
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Adding a User ID
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Adding a Staff Record
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Deleting a User & Inactivating Staff Profile/Employee Leaves Agency
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Address Book
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Shared Forms and Files
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Email Alerts
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Billing Generation
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Field Codes
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Days Care Rates
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Content Controls
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Activity Types, Report Types, Print Templates Overview
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Custom Fields
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Adding and Maintaining Program Activity Types
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Adding and Maintaining Program Report Types
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Adding and Maintaining Program Print Templates
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Adding and Maintaining Home Activity Types
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Adding and Maintaining Home Report Types
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Adding and Maintaining Home Print Templates
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Due Dates
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Expiration Dates
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Home Training Configuration
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Editing Word Documents
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Attaching and Deleting Files
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Creating, Approving, and Completing Activities and Reports (Workflow)
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Installing the extendedReach Plug-In
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Recovering MS Word Documents and File Attachments
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Case Screen: Compliance Tab
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Home Screen: Compliance Tab
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Installing the extendedReach Plug-In
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Adding a Placement
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Revision Tracking
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Automatic Tracking of Email Correspondence
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HomeMatch