How to guides by modules

How to: Reporting

• Reporting: Impact report
• Reporting: Orientation to the Reporting module
• Reporting: Outreach report
• Reporting: Activity report

How To: Enrollment Planner

• Enrollment Planner: Overview
• Enrollment Planner: Setting an Enrollment Period and Goals
• Enrollment Planner: Creating enrollment events for your team
• Enrollment Planner: Viewing the enrollment tracker bar

How To: Clients

• Health Tracker: Alerts
• How to: My To-dos
• How to: Health Tracker
• Client list: Default view
• Client list: Expanded columns and Action filter
• How To: Client Profile

See all 14 articles