General Home Tab Info
- Navigate the Main Screen
- Main Screen: Search, Sort & Filter Functions
- RBT Supervision Tracking Overview
- Upload a Form Template
- Fill Out a Form
- View or Edit a Form
Client Records
- Navigate Client Records
- Client: Add a New Client Record
- Client: Add a Client Photo
- Client: Add Contacts
- Client: Add Enrollments
- Client: Add a New Contract
Staff Records
- Navigate Staff Records
- Staff Record: Add
- Create a User Account for Staff
- Staff Record: Edit, Qualifications, Pay Rate Codes
- Staff Record: Notes & Issues Tab
- Staff Record: Terminate or Inactivate
Services Records
School Records
Funding Source Records
- Activity Note Template
- Navigate Funding Source Records
- Funding Source: Add or Edit
- Funding Source: General Tab Overview
- Funding Source: Services Tab Overview
- Funding Source: Notes & Issues Tab
Scheduling
- Navigate Client & Staff Schedules
- Add a Service (Green) Appointment
- Add a Non-Service (Blue) Appointment
- Add a Non-Payroll (Gray) Appointment
- Schedule Appointment Recurrences
- Edit or Delete Appointment Recurrences