How To Articles
By Isaac and 2 others3 authors24 articles
- Is there a way to create different remote intake forms for the different programs our organization offers?
- How to Include Specific Demographics in Reports
- API Beta Program
- Release of Information Workflows during the COVID-19 pandemic.
- Adding a New Agent (User) and Disabling a Current Agent (User)
- Changing Password
- Updating or Changing Email Address
- How do I upload documents to a Case file?
- How To Add A New Agency
- How to export client email addresses to CSV format?
- Deleting a Case
- How do I reset my password?
- Is there an API available?
- What if I lose my password or can't remember it?
- Printing a Blank Copy of the Release of Information Form (ROI)
- Merging Duplicate Cases
- Deactivating An Agency
- Reactivating A Deactivated Agency
- Can I Upload My Own Release of Information Form?
- How to Change an Agent's Role
- Duplicate Agencies
- Tracking Class Attendance
- How do I integrate my client intake form?
- Bed Management 2025 Updates