New User Training
This article will discuss the In-Line Case Add or Quick Add feature and how to use it. The In-Line Case Add or Quick Add feature allows you to create...
Wed, 31 Jul, 2024 at 5:04 PM
This article will cover Elaborate Services and Simple Services, and what the difference is between the two types of services. Collaborate has two ove...
Wed, 31 Jul, 2024 at 5:05 PM
This article will discuss the process of scheduling services. Services are entered via the Case Profile page of the person for whom you conducted the...
Wed, 31 Jul, 2024 at 5:05 PM
This article will discuss how to Conduct a Service in Collaborate. Services are entered via the Case Profile page of the person for whom you conducte...
Wed, 31 Jul, 2024 at 5:06 PM
This video will discuss how to Edit services that have been Scheduled and/or Conducted in Collaborate. Services that have been scheduled or conducted...
Wed, 31 Jul, 2024 at 5:06 PM
This article will discuss the process of Editing Service Appointments. Service Appointments can be updated via the service profile page of the schedu...
Wed, 31 Jul, 2024 at 5:06 PM
This article will discuss the process of performing a Quick Batch Simple Service. The Quick Batch Simple Service feature is designed to be used when ...
Wed, 31 Jul, 2024 at 5:07 PM
This article will discuss the process of performing a Standard Batch Simple Service. The standard Batch Simple Service feature is designed to be used wh...
Thu, 26 Sep, 2024 at 11:09 AM
This article will discuss how to add standalone Case Notes to a case. Notes that are not associated with a specific service are considered to be stan...
Wed, 31 Jul, 2024 at 5:08 PM
This article will discuss how to Edit and Delete Notes. To Edit an existing note on a case, click the “View” link in the Note that you are wanting to...
Wed, 31 Jul, 2024 at 5:08 PM