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How to complete an assessment
In this video we will show you exactly how to complete an assessment, step by step instructions where to go to start and how to complete the Recovery Capital Assessment up until you get the Recovery Capital Index (RCI)
Discharging Clients
Discharging Clients Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Clients" and then click "Manage Clients". Manage and edit clients Step 2 Select the "Active Client" from your client's list ...
Adding System Users & Assigning User Permissions
Adding System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage Staff Users Step 2 Click on the green [+] Add New User button at the bottom ...
Deactivating System Users
Deactivating System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage System Users Step 2 Select the system user you would like to remove ...
Adding & Deleting Client Notes
Adding Client Notes Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Step 2 Click once on the client you would like to make a note for to open up the client details section (the ...