Simon Solutions

Use Events to record bulk numbers (not associated with Cases) for events out in the field, attendance, etc.

Overview Video of the Events Feature

Video: Client Broadcasts / SMS Broadcast Feature

Video: Client Scheduling / Appointments Feature

Video: Kiosk Mode / Remote Client Intake

Modifying Outcomes Goals/Working In Admin Tab

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

Barcodes: Third party barcodes

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

Add Multiple Assistance Feature

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

How to log in for the first time

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

How to recover your password

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

How to add a Bulletin

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

Working with Cases

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

About the My Agency tab

Learn how to find other Agencies and Agents in CharityTracker

About the Agencies tab

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

How to change your password

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

Send a CharityTracker invitation

This video covers each section of the Admin tab.

About the Admin tab

Isaac Simon

Kyle Minckler

Joey Yarber

Videos Tutorials

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

Plus - How to upload files

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

Plus - How to create a Request/Referral

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: Using Barcodes/ID features

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

Plus - How to set up your agency's services

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

Plus - How to use the Groups Feature

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

Plus - How to use Outcomes for your clients

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

Plus - Digital Signatures On ROI Tutorial

CharityTracker / Oasis Insight - Plus Version

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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