Heather C.
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Recent activity by Heather C.-
Nightly Report
Nightly reports in AccuPoint will allow you to receive an email every night regarding the compliance status of services and the expiration status of compliance requirements.Repeat the set up proce...
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Access and Generate the Supervision Report
Pre-Report ActionsAccess and Generate Supervision ReportSupervision Report Example Pre-Report Actions Set supervision statuses for the report. Confirm users have permissions to view this rep...
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Billing Import Sheet
This is an overview of all fields in the billing import sheet. The Billing Import Sheet is attached at the bottom of this article. Please retain a copy for your records and any future updates. ...
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Assign Case Loads
AccuPoint allows you to enable and set up caseloads for your employees. Case Loads will prevent your employees from being able to access clients that are not on their caseload. Clients that are not...
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Create Buzz Words
A video containing the following information can also be found here: The purpose of a buzz word is to serve as a tag on your calendar items. You may also filter your calendar and generate reports...
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Client Import Sheet
This import will be used for the initial creation of clients in your site. This sheet contains basic demographic information for clients and there are a few important fields. Important fields Sub...
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Employee Import Sheet
This import will be used for the initial creation of employees in your site. This sheet contains basic demographic information for employees and there are a few important fields. Important fields ...
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Unlock Employee Account
Complete the following steps to unlock an employee's account. On the Home page, click the User Management link from the side panel navigation menu. Click the employee’s user name In the Account L...
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Supervision Report Setup
Accupoint features a supervision report that allows you to view the ratio of hours supervised by a BCBA/Supervisor in comparison to the total amount of hours served for Direct services by a Behavi...
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Create a Base Schedule – Reoccurring Shifts
Create a single session on the calendar Adding Sessions: Link to adding sessions article Right click the title newly created calendar item Click “Mark as Base” this will open the “Base Schedul...