Quick Guides

New DIRECTORY Feature

• ★ New DIRECTORY Feature

Scheduling

• Scheduling

Adding Document Time/Case Notes

• Creating a Document Time

Providing Family Access

• Family Access

Creating New People

• Creating a Client
• Creating a Referral
• Creating a Caregiver

To-Do's

• Using To-Do's to Publish Appointments to a Common Client Calendar
• Creating a To-Do

Admin

• User Management

Medications

• Assigning Medications to a Client
• Adding and Editing Medication Concentrations