Staff

End users can manage their user options, change password, and search for another end user's contact information. You have the ability to compose an email message and you can click on a phone number to make a phone call using an app (Skype, FaceTime, etc..).

To find an end user, you can use the search function or select the numbers at the bottom of the page. Type in the name or email address to search in the text box and press the search icon. The search function in the Staff tab includes both the provider full name and print name.

A filtering function can be used to search for 'Active', 'Inactive' end users, and 'Provider groups'. Once; you click the 'Apply' button it will display the selection you chose. If you are searching for an inactive provider make sure to adjust the filter in left hand corner before you do the search.

Single user operations

User Options: Manage your options affecting the appearance of the schedule.

Change Password: Change your password here or within your 'Profile'.

To download a list of end users: Click on the 'Exports the table to a spreadsheet' icon

Sort: You can sort the list by any column just click on the column heading. If you are looking at the people by priority then sort by last name, if you are looking at all accounts for the same person then sort by first name.

Compose email: Select an email address within the Email column. Your default mail program will compose an email message with the end user's name you've selected in the 'To' field.

Note: All 'add/edit' pages and modal popups can save (CTRL key + S key) and cancel (ESC key) using keyboard shortcuts.