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Advice and answers from the Simon Solutions Team
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barcodes
Barcodes
: Third party
barcodes
What types of third party
barcodes
are supported?… This enhancement allows you to associate third party
barcodes
, like a driver's license, with a client… It means you can use
barcodes
that do not have to be generated in CharityTracker or Oasis Insight
Barcodes
: Using
Barcodes
/ID features
This video teaches you how to set up and use Client ID Cards as well as set up assistance
barcodes
to greatly reduce data processing times
Barcodes
: Scanner Performance
If wireless, you might need to re-scan the set-up
barcodes
Barcodes
: Ordering ID Cards/Labels
Interested in ordering your own
barcode
ID cards from another company? Here are some details you might need:
Barcodes
: Scanning Assistance + Client IDs
You can print photo ID cards for clients you serve and use a
barcode
scanner to quickly open/serve a client's Case… Barcode Scanners – To Scan client ID Card and assistance
barcodes
: PLEASE NOTE: FOR WIRELESS SCANNERS… Third-Party
Barcodes
(instead of printing ID Cards) - For example, you can use a driver's license as
Recommended Compatible Devices
List of All
Barcode
Scanners, ID Card Templates, Laminators, ID Card Printers, etc… What types of third party
barcodes
are supported?… PLEASE NOTE: iPads are not compatible with our
barcode
system at this time
Barcode
Scanner Issues (ex. Case Not Found)
Seeing "Case Not Found" in
barcode
mode when scanning ID Cards?… Within the manual will be many types of special
barcodes
that can be scanned to configure the settings
How to use the Auto-Signature
Barcode
Use a special
barcode
used to auto-populate a custom signature on the signature capture screen of CharityTracker/Oasis Insight… You can download the
barcode for "
COVID-19" below.… For more information about using Client ID cards and
barcodes
, including recommended
Watch Now: Oasis Insight Training Video (90 mins)
Client ID’s (Printing Multiple ID Cards) 48:21 Barcode Scanning and Client ID’s (Third-party
Barcodes
… 49:01 Barcode Scanning and Client ID’s (Assistance
Barcodes
) 50:04 [My Agency] Tab 54… “Assistance” Sub-tab 55:18 [My Agency] >> “Categories” Sub-tab 55:37 [My Agency] >> “
Barcodes
Is it possible to create a virtual queue for in-person visits?
creating a barcode called "Daily Check-In" to be used with a barcode scanner ([My Agency] tab >> [
Barcodes