Suite ECM
Printing the Client Record with Activities Objective This guide provides a clear and concise process for printing client records accurately and efficien...
Mon, Jan 27, 2025 at 11:03 AM
Viewing Client Events The Client Events feature allows you to view all events linked to a specific client. This tool improves accessibility and organizatio...
Thu, Jan 16, 2025 at 9:39 AM
A walkthrough of how to create letters for clients Video Walkthrough Create Client Letters Step 1: Select Clients>>Clien...
Mon, Nov 4, 2024 at 6:05 AM
How to configure and edit your Persimmony Dashboard Video Walkthrough Set up your Widgets: Note- The Program will default to the User's...
Mon, Nov 4, 2024 at 6:05 AM
How to send and receive secure message within Persimmony Suite Video Walkthrough Sending and Managing Messages Step 1: Select...
Mon, Nov 4, 2024 at 6:05 AM
How to add filters, group and ungroup information, generate graphs, show/hide columns and export data as well as save the configurations as a template. ...
Mon, Dec 2, 2024 at 8:21 AM
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
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