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Knowledge base
General
Getting Started
1
Using this Knowledge Base
FAQs
1
FAQs
Calendar and Appointments
Calendar
3
View Calendars
Create single Appointment
Create recurring Appointments
Appointments
5
Appointment List
Schedule Users and Staff
Edit Single Appointment
Edit a series of Appointments
Cancel a single or a series of Appointment
Reschedule requests
Reschedule requests
2
Approve Reschedule Requests
Reject a Reschedule Request
Chat, Notifications and Contacting Users
Chat
5
Search and chat with user
Block and Unblock a Service User
Add attachments in a CHAT session
Download an Attachment in a CHAT session
Set availability to CHAT
Notifications
1
Notifications
Contacting User
1
Ways of Contacting Users
Service User Management
Set up and search for Users
2
Create new user
Search for User
Service User Detail
6
"Bio" Tabs
Other Tabs
Transfer a Service User to another Practitioner
Service User Detail Tab - Checking and Editing Availability
Service User Detail Tab - Documentation
View all 6
Maintain User profile
3
Edit Service User
Short Cuts
Reset Service User password
Service User - Event tabs
4
How to add Additional Hours to a Service User Using Event tab
Service User Event Tab - How to Add Offence
Service User Event Tab - How to add Oocd
Service User Event Tab - How to add Hours
Service User Progress
1
Service User Progress
Health
3
Service User Health
Add new Health Item
Edit Health
Risk Assessment
1
Risk Assessment Overview - COMING SOON
Practitioner Management
Set up and edit Practitioner
3
New Practitioner
View and Edit Practitioner Info
Practitioner Detail
Check-in and Check-outs
Check-ins
4
Navigate and view Check-ins
Detail page approvals
Edit Check-Ins
Check-In Audit Log
Check-outs
2
Navigate and view Check-outs
Navigate to Free Check-ins
Free Check-in
1
Navigate and view Free Check-ins
Interventions
List View
4
Interventions Search
Adding and removing Service Users
Adding and removing Practitioner
Advanced Search
Add new Intervention
2
Setting up Interventions
Adding Group ID to Intervention NEW
Intervention Detail
4
Intervention Detail
Editing a Single Intervention
Intervention Tabs
Edit series of entries of Intervention
Practitioner Scheduling
Practitioner List view
1
Reports
Practitioner Detail
2
Setting Availability
Manage Contract Days and Times
Issue Management
Using the Portal to Track issues
5
List View and Edit an Issue
Log / Create an Issue
Search Issue Detail View
Close an Issue
Download / Export Issue
Announcements and Organisations
Announcements
5
Create Announcement
Edit Announcement
Create Announcement Type
View and Edit Announcement Type
List view Announcement
Organisations
3
View Organisation List
Set up New Organisation
View and Edit Organisation
Information collected
Privacy policy
0
Opt-out policy
0
Feedback
Intervention Feedback
1
Review Feedback about a Project
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