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Security Administrator - Learning Path
The following is the recommended sequence of articles for agency Security Administrators:
New User
Configure
- Global List Configuration
- List Configuration: How to Setup Employee Menus
- List Configuration: How to Setup Client Menus
- Adding Basic Employee Info
- How to Add User Accounts
- How to Create a Basic Client Record
- Document Management System
Configure Notes
- Creating an Override Role
- How to Configure Note Rules
- How to Configure a Note Template
- How to Add Custom Labels
- How to Add Notes Custom Fields
- How to Configure Note keys
- How to Assign Keys
Configure Automation
Dashboard Advanced
- How to Configure Your Dashboard
- How to Use the Unsigned/Unapproved Notes Dashlet
- How to Use My Task Dashlet
- How to Use the Clients Dashlet
- How to Use the Reports Dashlet
- How to Use the Assessment of Progress Dashlet
- How to Use the Intervention Use Dashlet
- How to Use the Notification Dashlet
- How to Use the Paycheck Dashlet
- How to Use the Release Notes Dashlet
Authorizations
- How to Create Authorization Templates
- How to Add Authorizations by Using Templates
- How to Add Service Authorizations
- Removing Authorizations
- How to Use Filters and Save Views when Searching for Authorizations
- How to Use the Service Authorization Reports
Scheduling - Billable
- Overview of Scheduling Billable Events
- Scheduling Billable Events
- Managing Schedules: Bulk Edit/Delete
- Scheduling: Configure Time Schedule Statuses
- How to Manage Missed Shifts
- How to Search for Schedules Not Linked to Notes
- Managing Schedules: Views
- Using Calendar Views Scheduling Filters
- Managing Schedules: Grid View Filters
- Exporting Schedules
- Managing Schedule Validations
Scheduling - Nonbillable
Notes
- Adding Goals for Grid Notes
- Adding Key Rule Templates for Grid Notes
- Adding Key Rules for Grid Notes
- Adding Goals for Clinical Notes
- Creating a Grid Note
- Creating a Clinical Note
- Creating a Medical Note
- Writing a Note with no Schedule
- Writing Grid Notes from Schedules
- Creating notes from Shift Schedules
- Creating Notes from the Mobile App
- Note Tasks
- Approving Notes
- Approving Grid Notes in Bulk
- Bulk Approving Notes
- Note Approval Automation
- Unapproving Notes
- Searching for Notes Using Filters
- Printing Notes
Timesheets
- How to Configure Timesheets
- Timesheets Automation
- Adding Pay Types for Timesheets and Scheduling
- Creating a Timesheet
- How to Approve a Timesheet
- How to Use the Employee Timesheet Report
Timeclocks
Clients
- How to Use Filters and Save Views When Searching for Clients
- How to use the Identification Tab
- How to Add Client Insurance Info
- How to Add a Diagnosis: DSM 5 Tab
- How to Use the Services Section
- How to Use the Assigned Employees Tab
- How to Add Client Admissions Info
- How to Add Client Assessments Info
- How to Use the Certifications Tab
- How to Add Client Consents
- How to Use the Incident Reports Tab
- How to Add Info at the Vital Statistics Tab
- How to Add Meds at the Medications Tab
- How to Use the MAR Tab
- How to Add General Medical Information
- Managing Treatment Plans
Employees
- How to use Filters and Save Views when Searching for Employees
- How to Create a Certification Template
- How to Manage Employee Certifications
- How to Assign Clients
- How to Add a Pay Type to an Employee Record
- How to Add Employee Supervision Events
- How to Add Provider info to an Employee Record
Billing
- Configure Billing Rules
- Time Records Automation
- Updating Service Rates
- Creating Time Records
- Creating time Records from Notes
- Creating Time Records from schedules
- Time Records Search and Export
- Creating Batch Billing
- Creating Invoices
- Exporting Generic Invoices
- Navigating Published Documents
- Checking Status of 837
- Billing: Using Claim Tasks
- Rebilling Claims
- Using the Payment Grid