Heather C.
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Recent activity by Heather C.-
Employee & Client Individual Compliance Reports (AccuPoint Legacy)
Individual Compliance reports are individual reports for a client or employee based on services they are eligible to receive or perform. Note: select the client or employee’s allowed services via t...
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Create a Base Schedule – Reoccurring Shifts (AccuPoint Legacy)
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 Schedu...
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Employee Availability Schedule (AccuPoint Legacy)
Enter Employee Availability Click the Availability Schedule link in the quick launch menu. Hover over a date and click the +Add link. The Availability Schedule - New Item modal opens. Enter At...
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Deactivate / Terminate Employee (AccuPoint Legacy)
Default Permissions: Directors permission group Delete / terminate employees from the Edit Employee information Page or the User Management Tab.Edit Employee Information PageUser Management Tab F...
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Deactivate & View Clients (AccuPoint Legacy)
Users have the ability to deactivate & re-activate clients. They can also view active & and inactive Clients. Deactivate a ClientRe-Activate an Existing ClientsView Active Clients ListView Inacti...
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Client Ledger Best Practices (AccuPoint Legacy)
Access Client LedgerEnter Manual PaymentRefund a PaymentTroubleshoot Ledger Errors – StepsCommon Ledger IssuesFilter by Date Access Client Ledger Select Billing under Client/Employee/Doctor dr...
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Post Payments in the Payment Report (AccuPoint Legacy)
A video containing the following information can also be found here: https://accupoint.wistia.com/medias/jg4u9ihbu3 Select filters from the Dashboard. Client/Employee/Doctor - select Billing S...
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Access and Search the Calendar (AccuPoint Legacy)
Access the CalendarCalendar Views - Day, Week, MonthCalendar Views - Day Group and Week GroupAccess Employee Calendar Access the Calendar Click the Calendar link located on the left side of the ...
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Calendar Filter (AccuPoint Legacy)
Calendar Filter is a useful tool to run reports on anything that is scheduled in the Calendar. Click the Calendar Filter link located on the left side of the dashboard under the Scheduling sect...
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Calendar Update (AccuPoint Legacy)
Calendar update is a tool that you can use to make mass edits to calendar sessions Click the Calendar Update link located under the Scheduling heading. Select desired date range and settings for t...