Employee Video Links

Searching and Reporting: This training video will show you how to search for and report upon employee information using the different filters available. You will also be shown how to create a "View" which allows you to save filters so that you do not have to set them every time you run a desired search.

Roster: This training video will show you the functions and value of the employee roster which controls employee caseloads, valid working relationships and the user access to client data. You will also be shown how to configure the user roles

Adding Attending Providers: The Providers tab in the Employee Record is where you can enter payer specific NPI attending information. You can also record each payer that the individual is credentialed with to provide services. This training video will show you how to manage employee specific attending provider numbers. 

Supervision Events: The Supervision Event Tab provides a centralized place for you to document any type of supervision event. This training video will show you how to add a Supervision Event, configure Supervision Types under List Configuration, add the supervision webform, submit for signature, check the "My Task" dashlet for the notification to sign the form, and how to sign the form.

Certification Templates: This training video will show you how to setup certification templates as a way to easily monitor and track critical employee trainings. You will also be shown how to configure the role to not override when they receive a warning message informing them that their certification is expired.

Certifications: This training video will show you how to add an employee certification, upload documentation, and add a task You will also be shown how to configure the role to not override when they receive a warning message informing them that their certification is expired.

Credential Types: Designed to ensure staff always document against correct service codes, making clinical documentation easier by reducing easy mistakes.