Documentation / Case Notes (Activity Records)
How to document service delivery and progress, including individuals, plan questions, activity records, service authorizations, goals, and forms.
- How to Add and Manage Goals for an Individual
- Activity Record Types and Templates
- How to Sign Activity Records
Billing & Financials
- How to Submit Electronic Billing
- Configuring the Manage Batches & Submit Billing Page
- Electronic Billing Definitions
- Removing A Record From a Billing Batch
Access & Security
Help with signing in and keeping your data protected — logging in, resetting passwords, setting up user accounts, and configuring security settings.