Security Administrator - Learning Path

The following is the recommended sequence of articles for agency Security Administrators:

New User

• Login and Dashboard

Configure Basic

• Configure: List Configuration - Global
• Configure: Adding Basic Employee info
• Configure: Adding Basic Client Info
• Document Management System

Configure Notes

• Configure: Creating an Override Role
• Configure: List Configuration: Notes: Rules
• Configure: List Configuration: Note: Note Templates
• Configure: List Configuration: Notes: Custom Labels
• Configure: List configuration: Notes: Custom Fields
• Configure: Configuring & Assigning Note Keys

Configure Automation

·        Note Approval Automation

• Time Records Automation
• Timesheets Automation

Dashboard Advanced

• Dashboard: Unsigned. Unapproved notes Dashlet
• Dashboard: My tasks Dashlet
• Dashboard: clients Dashlet
• Dashboard: Reports Dashlet
• Dashboard: Assessment of Progress Dashlet
• Dashboard: Intervention Use Dashlet
• Dashboard: Notifications Dashlet
• Dashboard: Paychecks Dashlet
• Dashboard: Release Notes Dashlet

Authorization Basic

• Authorizations: Adding Service Authorizations
• Authorizations: Deleting Authorizations
• Authorizations: Filtering, Searching and saving Views
• Authorizations: Reports

Scheduling - Billable

• Scheduling: Billable Events Overview
• Scheduling: Billable Events
• Scheduling: Bulk Edit/Delete
• Scheduling: Configure Time Schedule Statuses
• Scheduling: Missed Shifts
• Scheduling: Schedules Not Linked to Notes
• Scheduling: Views
• Scheduling: Calendar View Filters
• Scheduling: Grid View Filters
• Scheduling: Export
• Scheduling: Validate

Scheduling - Nonbillable

• Scheduling: Non-billable Events Overview
• Scheduling: Configure Time Schedules
• Scheduling Non-billable events

Notes I/DD Admin

• Notes: Adding Goals for Grid Noes
• Notes: Assessment Key Rule Templates
• Notes: Assessment Key Rules
• Notes: Creating a Grid Note
• Notes: Creating Notes from Schedules
• Notes: Creating Notes from Mobile Site
• Notes: Note Tasks
• Notes: Notes Approval
• Notes: Grid Note Bulk Approval
• Notes: Bulk Approval
• Notes: Unapproving Notes
• Notes: Retract Notes
• Notes: Search
• Notes: Printing

Timesheets - Admin

• Configure: List Configuration Timesheets
• Configure: Adding Pay Types: Timesheets & Scheduling
• Timesheets: Creating a Timesheet
• Timesheets: Approval
• Timesheets: Employee Timesheet Report

Clients Pt. 1 - Admin

• Configure: List Configuration: Clients
• Clients: Filtering, Searching, and Saving Views
• Clients: General Section: Identification Tab
• Clients: General Section: Insurance Tab
• Clients: Medical Section: DSM 5 Tab
• Clients: Services Section

Clients Pt. 2 - Admin

• Clients: General Section: Contacts Tab
• Clients: General Section: Assigned Employees Tab
• Clients: History Section: Admissions Tab
• Clients: History Section: Assessments Tab
• Clients: History Section: Certification Tab
• Clients: History Section: Consents Tab
• Clients: History Section: Incident Reports Tab
• Clients: Medical Section: Vital Statistics Tab
• Clients: Medical Sections: Medications Tab
• Clients: Medical Section: MAR Tab
• Clients: Medical Section: Allergies Tab
• Clients:  Medical Section: General Tab

Clients PT.3 I/DD

• Clients: Treatment Section
• Notes: Adding goals for Grid Notes
• Notes: Assessment Key Rules

Employees I/DD Admin

• Configure: List configuration: Employees
• Employees: Filtering, Searching, and Saving Views
• Employees: Creating a Certification Template
• Employees: Managing Certifications
• Employees: Assigning Clients
• Employees: Pay Types Tab
• Employees: Supervision Events
• Employees: Credential Types

Billing

• Configure: List Configuration Billing Rules
• Time Records Automation
• Billing: Updating Service Rates
• Billing: Creating Time Records
• Billing: Creating time Records from Notes
• Billing: Creating Time Records from schedules
• Billing: Time Records Search and Export
• Billing: Creating Batch Billing
• Billing: Creating Invoices
• Billing: Exporting Generic Invoices
• Billing: Navigating Published Documents
• Billing: Checking Status of 837
• Billing: Using Claim Tasks
• Billing: Rebilling Claims
• Billing: Using the Payment Grid