Suite ECM
Copying Documents to Family Members' This guide explains how to copy documents from a client’s activity list to a family member’s activities 1. S...
Mon, Jan 20, 2025 at 10:06 AM
How to Enroll and Unenroll Clients in a Program This guide provides a step-by-step walkthrough for enrolling and unenrolling clients in a program, includin...
Mon, Dec 23, 2024 at 1:09 PM
Efficiently Documenting Assessments and Care Plans Together This guide provides step-by-step instructions for managing assessments and updating care plans...
Mon, Jan 20, 2025 at 11:39 AM
Understanding Assessments, Activity Types, and Activity Groups Introduction This article explains the relationship between assessments, activity types, an...
Fri, Jan 10, 2025 at 2:18 PM
Navigating Client Meds This guide explains how to view, add, and edit client medications in Suite. Please note that some options depend on your user securi...
Mon, Dec 23, 2024 at 1:25 PM
How to Close Assessments This article explains how to close assessments in Suite-ECM. You will learn the steps to close activities, understand the availabl...
Fri, Dec 20, 2024 at 1:38 PM
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
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
Managing Assessment Closure in the Setup Module This section explains how administrators and users with Setup access can manage assessments in the Setup Mo...
Fri, Dec 20, 2024 at 1:48 PM
Overview of how to navigate through an assessment, enter memo information, copy memo's and complete an assessment Video Walkthrough Unloc...
Tue, Dec 31, 2024 at 1:23 PM