Simon Solutions

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

Isaac Simon

Joey Yarber

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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