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Advice and answers from the Simon Solutions Team

Search results for: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: The Confirm Assistance Barcode
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?
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
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… Let's first focus on the hardware needed to work with the barcode features of CharityTracker or Oasis… While there are many barcode scanners, we have tested and recommended one of the following models:
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
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