Training Videos

Form Locking and Unlocking

• Upgrades made to the system include new icons and an updated form locking feature. Customer can choose to restrict the ability to unlock multi-instance forms in specific security roles. This provides additional control for editing data in completed forms.

Getting Started

• Introductory video for getting logged in, changing your password and general navigation within the program.

Resetting Passwords and Unlocking Accounts

• Unlocking a User Account

Create a New Client, Referral or Prospect

• How to create a new client using the red pencil icon.
• How to create a referral and convert them to a client.

Entering Client Information

• Viewing and Entering Key Medical Information
• How to fill in client information using the Forms.

Reporting

• Reporting

Uploading Paper Documents

• How to upload paper documents to your client's file.

Editing a Person Using the Person Directory

• How to make edits to any of your contacts in the system including physicians, family and other contacts.

Merging Person Duplicates

• How to merge multiple instances of a person in the system, this could be a client, contact, physician, etc.

Document Time, To-Do's, and Activity Tracking

• Documenting your time
• Creating a To-Do
• Keeping track in the Activity Section

Using the CareManager2Go App

• Downloading and using the CareManager2Go App

Invoicing, Printing Forms, and Generating Reports

• How to generate an invoice in iHealthHome
• Printing Forms

Managing Physician Specialties

• How to manage your Company's Physician list