Videos Tutorials

Overview Video of the Events Feature

Written by Kyle Minckler
Updated over a week ago

Video: Client Broadcasts / SMS Broadcast Feature

Written by Kyle Minckler
Updated over a week ago

Video: Client Scheduling / Appointments Feature

Written by Kyle Minckler
Updated over a week ago

Video: Kiosk Mode / Remote Client Intake

Written by Kyle Minckler
Updated over a week ago

Modifying Outcomes Goals/Working In Admin Tab

Written by Kyle Minckler
Updated over a week ago

How to use third party barcodes

For example, you can use a driver's license as the client's ID Card.

Written by Isaac Simon
Updated over a week ago

Add Multiple Assistance Feature

A demonstration video of printing a client roster and using the "Add Multiple Assistance" feature

Written by Kyle Minckler
Updated over a week ago

How to log in for the first time

This video will show you the steps involved in logging into CharityTracker / Oasis Insight for the very first time

Written by Isaac Simon
Updated over a week ago

How to recover your password

If you have forgotten your password, this video will show you how to create a new password

Written by Isaac Simon
Updated over a week ago

How to add a Bulletin

Adding a bulletin is a simple way to instantly to communicate with your entire CharityTracker / Oasis Insight community

Written by Isaac Simon
Updated over a week ago

Working with Cases

This video with show you the different aspects of working with cases in CharityTracker / Oasis Insight

Written by Isaac Simon
Updated over a week ago

About the My Agency tab

Learn about the different sections of the My Agency tab, including creating reports

Written by Isaac Simon
Updated over a week ago

About the Agencies tab

Learn how to find other Agencies and Agents in CharityTracker

Written by Isaac Simon
Updated over a week ago

How to change your password

This video will walk you through the steps to change your password

Written by Isaac Simon
Updated over a week ago

Send a CharityTracker invitation

It's easy to send an automatic email inviting an organization to join your CharityTracker network

Written by Isaac Simon
Updated over a week ago

About the Admin tab

This video covers each section of the Admin tab.

Written by Isaac Simon
Updated over a week ago

Plus - How to upload files

Uploading files is an easy way to distribute and store files such as PDFs, DOC (Word), images and more.

Written by Isaac Simon
Updated over a week ago

Plus - How to create a Request/Referral

Learn how to create a request/referral for a client when your agency can't fulfill their need.

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.

Written by Isaac Simon
Updated over a week ago

Plus - How to set up your agency's services

Learn how to add a service that your agency offers to clients. Your service(s) will then be available for referrals.

Written by Isaac Simon
Updated over a week ago

Plus - How to use the Groups Feature

Using Groups, you can specify that only a particular group of agents can see certain client information.

Written by Isaac Simon
Updated over a week ago

Plus - How to use Outcomes for your clients

Outcomes allows you to collaborate with other agencies and the client to move through a defined set of goals.

Written by Isaac Simon
Updated over a week ago

Plus - Digital Signatures On ROI Tutorial

Learn how to capture a digital signature on a Release of Information

Written by Joey Yarber
Updated over a week ago