Advice and answers from the Simon Solutions Team

Search results for:barcodes

How to use 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
Isaac Simon avatar
Written by Isaac Simon. Updated over a week ago

Plus - How to use the 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
Isaac Simon avatar
Written by Isaac Simon. Updated over a week ago

How to use a barcode to confirm assistance in Barcode Mode

In barcode mode, rather than clicking the [Confirm Assistance] button, can there be a barcode that is scanned to confirm assistance? YES!… How to print the confirm assistance barcode… Want to simply download the image of the special barcode?
Isaac Simon avatar
Written by Isaac Simon. Updated over a week ago

What hardware is compatible for scanning barcodes and capturing digital signatures?

Working with Client ID Cards, assistance barcodes, and capturing digital signatures requires some additional hardware… Symbol LI4278 Barcode Scanner Wireless https://www.amazon.com/Motorola-Symbol-LI4278-Barcode-Wireless… Let's first focus on the hardware needed to work with the barcode features of CharityTracker or Oasis
Isaac Simon avatar
Written by Isaac Simon. Updated over a week ago

Barcode Details for Ordering ID Cards/Labels

Interested in ordering your own barcode ID cards from another company? Here are some details you might need:… Numbering Type: We suggest you start your sequential numbering with “1001001” Check Digit: Yes, Code 128 barcodes
Greg Hammond avatar
Written by Greg Hammond. Updated over a week ago

Recommended Compatible Devices

List of All Barcode Scanners, ID Card Templates, Laminators, ID Card Printers, etc… What types of third party barcodes are supported?… an ID card made in Oasis Insight/CharityTracker - Click here to watch video It means you can use barcodes
Kyle Minckler avatar
Written by Kyle Minckler. Updated over a week ago

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
Isaac Simon avatar
Written by Isaac Simon. Updated over a week ago

Barcode Scanning + 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
Kyle Minckler avatar
Written by Kyle Minckler. Updated over a week ago

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
Isaac Simon avatar
Written by Isaac Simon. Updated over a week ago

Is it possible to create a virtual queue for in-person visits?

also creating a barcode called "Daily Check-In" to be used with a barcode scanner ([My Agency] tab >> [Barcodes
Kyle Minckler avatar
Written by Kyle Minckler. Updated over a week ago