Suite ECM
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
How to Provide Feedback to Staff Members Introduction This help article assists supervisors in providing feedback to staff members within the Suite-ECM....
Tue, Dec 31, 2024 at 11:28 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, Jan 20, 2025 at 12:55 PM
How to Update User Information This guide provides step-by-step instructions on how to update user information in your system. This process is crucial for ...
Wed, Jan 8, 2025 at 1:20 PM