USER PROFILES

Work with Service Authorizations

FORMS

Create New Forms

MODELS

CRM

USER INTERFACE

Views

EMPLOYEES

 View employee details

 CODE

 Code Knowledge Base

USER INTERFACE

Filters

ACTIONS/WINDOW

model="ir.actions.act_window

SERVICE DEVELOPMENT

Stages of service user engagement

FIELDS

Troubleshoot missing connections

PLANNING

Schedule Support

CONNECT

Connect with team members.

NON-BILLABLE WORK

Schedule Non-Billable Tasks

LMS

Work with Learning Management

MEDICAL APPOINTMENT

Schedule Appointment

APPOINTMENT STATUS

Medical Appointment Status

APPOINTMENT CALENDAR

Calendar View of Medical Appointments

MAR

Administer Medications

PRESCRIPTIONS

View Prescriptions

MEDICATION MANAGEMENT

Manage Prescribed Medications

DIAGNOSIS MAINTENANCE

Diagnosis and ICD 10 Info

MY DOCUMENTS

Work with authorizations

HEALTH INFORMATION

Diagnosis and Prescription Info

ISP SCHEDULE

Calendar View of ISP Tasks

JOURNAL ENTRIES

Click filters for options

JOURNAL ITEMS

Click filters for options

RECONCILIATION

ANALYTICS ACCOUNTS

Create and view accounts

SERVICE LINES

create service lines

ISP PROGRAMS

create programs

AUTHORIZED SERVICES

Confirmed ISPs

INVOICES

Calendar View of Tasks

AFFORDABLE CARE ACT

Manage ACA Requirements

EXPENSE MANAGEMENT

Manage Expenses

EMPLOYEE BENEFITS

Manage Benefits