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Add, Edit and Delete a Call Sheet
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Call Sheets Add a Call Sheet - Click on the "+" icon located on the top right of the table. - Enter all applicable information. Edit a Call Sheet ...
Add, Edit and Delete Contact Templates (SMS/Email)
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Contact Templates Add a Contact Templates - Click on Add - Enter the applicable information. - If users select save as draft, status will be shown as ...
Add, Delete, and Edit Time Off Requests
1. Navigate to the Internal 2. Go to Clock In/Out and select Time Off Add a Time off Request - Click on the "+" icon located on the top right of the table. - You are able to add Date/Time and/or how many hours to use Edit a Time off Request You ...
Add, Edit and Delete Restrict Disclosure Options
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Admin Icon select Settings 4. Manage Authorization of Usage and Disclosure options - ADD Click on the "+" icon located on first table labeled Restrict Disclosure. ...
Add, Edit and Delete Purpose of Requests Options
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Admin Icon select Settings 4. Manage purpose of requests options - ADD Click on the "+" icon located on first table labeled Purpose of Request. Enter purpose of request ...