Suite ECM
In depth walkthrough of Persimmony Reports functionality Video Walkthrough
Mon, Dec 2, 2024 at 8:18 AM
How to generate a report within Persimmony Video Walkthrough
Mon, Dec 2, 2024 at 8:20 AM
Where to find Legacy reports in Suite ECM Legacy ECM Suite ECM Action Plan Summary Care Plan Activity: Activity History (by Client) Activities ...
Wed, Oct 16, 2024 at 6:58 AM
How to Delete a Report Template 1. Open the specific report 2. Select Template 3. Within the pop-up menu, select the 'Delete' icon: NOTE: Y...
Mon, Dec 9, 2024 at 8:24 AM
How to Print a Schedule 1. Navigate to Schedule 2. Select the program 3. Select the Case Manager 4. Select the Date 5. Choose the time Frame ...
Thu, Dec 19, 2024 at 2:19 PM
How to Add a New Referral Agency NOTE: Users must have Setup enabled to perform this task. Navigate to Setup > Field Values Program. Select t...
Mon, Dec 2, 2024 at 11:11 AM
How to create a new smart memo Video Walkthrough
Tue, Oct 15, 2024 at 11:44 AM
Instructions on how to sign off on encounters or activities Video Walkthrough How to Sign Encounters/ Activities Step 1: Select the E...
Mon, Oct 7, 2024 at 7:24 AM
Managing User Groups and Security Options This guide provides step-by-step instructions on managing user groups in Persimmony, including accessing the s...
Thu, Dec 19, 2024 at 2:10 PM
Add a Persimmony User: Step 1: Select Security. Step 2: Select +New User. Step 3: Click the drop-down box and select the Agency. Note: Current Fis...
Mon, Nov 4, 2024 at 6:07 AM