Suite ECM

Activities: Manage Client Program Enrollment
How to enroll and unenroll clients in a program  Video Walkthrough How to Un-Enroll a Client from a Program Step 1: Select Enrollment...
Thu, Nov 7, 2024 at 12:48 PM
Assessments: Client Medications
Navigating Client Meds *Note: Depending upon your user security settings, some of the options listed in this article may not apply. 1. The following op...
Mon, Nov 18, 2024 at 10:41 AM
Assessments: Copy Previous Memos
Copying Previous Memos Within an Assessment While there isn’t a built-in "copy" function for Previous Memos in either Legacy or Suite, you can...
Wed, Oct 30, 2024 at 12:02 PM
Assessments: How to Print Client Assessment or Questionnaire
Instructions on how to print an assessment or questionnaire  Video Walkthrough  How to Print an Assessment Step 1: Within ...
Mon, Nov 4, 2024 at 6:04 AM
Assessments: Navigating Assessments / Memos / Smart Memos
Overview of how to navigate through an assessment, enter memo information, copy memo's and complete an assessment Video Walkthrough  Fi...
Mon, Nov 4, 2024 at 6:04 AM
Assessments: Print Teachings
How to Print Teachings from Within a Client Assessment In this video, I demonstrate how to print teachings from a client assessment. I guide you through...
Thu, Nov 7, 2024 at 1:19 PM
Assessments: Teachings- For users with access to Setup
For Users with Accesses to Setup > Assessments: Teachings In this video, I guide you through accessing and utilizing teaching documents within assess...
Thu, Nov 7, 2024 at 1:52 PM
Clients: Create a New Client
How to create a client/ client profile within Persimmony Video Walkthrough How to Create a New Client Please navigate t...
Mon, Dec 2, 2024 at 8:22 AM
Clients: Create Activities, Events, and Reminders
How to create, track, and manage Client Encounters, Activities or Reminders  Video Walkthrough Find an Activity: Within the Client's prof...
Fri, Oct 4, 2024 at 6:43 AM
Clients: Find Client Profiles
How to find or search for existing clients and open their profile Video Walkthrough Search/ Find Clients  Step 1: Select Clients...
Mon, Nov 4, 2024 at 6:04 AM