Simon Solutions

Is there a way for us to have multiple registration forms embedded into our website using the remote intake feature?

Is there a way to create different remote intake forms for the different programs our organization offers?

How to choose specific demographics to include in reports instead of having to include all demographics.

How to Include Specific Demographics in Reports

Custom integrations with other software platforms. Connecting to another database.

API Beta Program

Options for capturing permission for Release of Information during the COVID-19 pandemic.

Release of Information Workflows during the COVID-19 pandemic.

Adding a New Agent (User) and Disabling a Current Agent (User)

Follow these steps to change your password.

Changing Password

How do I change or update the email address I use to log in?

Updating or Changing Email Address

Where can I upload files? .doc, .img, .pdf, .xls, etc.?

How do I upload documents to a Case file?

Network administrators can add new agencies in one of two ways (see below)

How To Add A New Agency

If you're collecting "email addresses" for your cases, you can include this information in an CSV report.

How to export client email addresses to CSV format?

How do I Delete a Case I entered by mistake?

Deleting a Case

You can print photo ID cards for clients you serve and use a barcode scanner to quickly open/serve a client's Case.

Barcodes: Scanning Assistance + Client IDs

If you have forgot your password, it's easy to reset it

How do I reset my password?

Is there an API available?

What if I lose my password or can't remember it?

How do I access a blank copy of the client consent form (ROI)?

Printing a Blank Copy of the Release of Information Form (ROI)

How do I merge two Cases I see that are duplicates?

Merging Duplicate Cases

How do I disable/deactivate an agency that no longer needs access?

Deactivating An Agency

How can I enable/reactivate an agency that I have deactivated in the past?

Reactivating A Deactivated Agency

Uploading Custom Release of Information ROI form.

Can I Upload My Own Release of Information Form?

Do you need to make an agent an "Agency Administrator" or "Network Administrator"? Follow these steps.

How to Change an Agent's Role

There are duplicate agencies listed under the [Agencies] tab. What do I do?

Duplicate Agencies

Isaac Simon

Kyle Minckler

Greg Hammond

How To Articles

Phone Support  (M-F 8-5 Central) - 888.764.0633

support@charitytracker.net

support@oasisinsight.net

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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