ECM

Assessments

• View Edit History for Assessments and Memos
• Target Population
• Assessments FAQ
• Print Teachings
• Assessments: How to Print Client Assessment or Questionnaire
• Copy and Paste Text from Memos or Notes within Assessments
• Assessments and Care Plans: Simultaneous Documentation
• Assessments: Copy Answers and Memos Within Assessments

See less ▼

Activity List

• Understanding Client Enrollments
• Managing Client Enrollments
• Activity List Display
• Managing Ghost Enrollments
• Responding to Supervisor Feedback
• Activity List: Editing Activity Dates
• Closing Enrollments: Common Errors

See less ▼

Clients/Signature

• Signature: Providing Feedback / Signing
• Signature Page: Overview
• Signature Page – Frequently Asked Questions
• Feedback Notifications Overview

Setup

• Designate Annual Alerts for Case Manager Alerts
• Client Portal Module
• Activity Groups and Activity Types
• Adding Program Values
• Activity Types: Detailed Overview of Column Values in Setup
• Activity Type: Copy an Activity Type to Another Program

See less ▼