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Videos Tutorials
Videos Tutorials
Step-by-step video tutorials
23 articles in this collection
Written by
Isaac Simon,
Kyle Minckler,
and
Joey Yarber
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
CharityTracker / Oasis Insight - Plus Version
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