This document provides instructions for creating appointments, editing existing appointments, removing appointments, rendering appointments, and editing/canceling existing appointments in the Aim EMR system. It explains each process in 3-4 concise steps. For example, it states that to create a new appointment, select the consumer and calendar tab, click on an available time slot, select the authorization, employee, time from/to, location, then click add. The appointment will then display in blue on the calendar.
The deputy governor of Ekiti State addressed the people of Oke-Ijebu Ekiti at the presentation of the instrument of appointment and staff of office to their new king, Oba Ezekiel Idowu Awe. She noted that the kingship stool had been vacant since 1977, and that the selection process to fill it took longer than necessary. She urged unity among the people and asked them to support the new king and the state government. At the event, she formally presented the instrument of appointment and staff of office to Oba Awe on behalf of the governor.
The deputy governor of Ekiti State, Nigeria gave a speech at the coronation ceremony of the new Onipere of Ipere-Ekiti, Oba James Olufemi Omiyale. She congratulated him and the people of Ipere Ekiti on the occasion. She explained that the selection process for the new Onipere followed the state's legal requirements. She urged Oba Omiyale to work with the people for community development and called on the people to support and cooperate with their new leader. In conclusion, she formally presented Oba Omiyale with the Staff of Office as the new Onipere of Ipere Ekiti.
The board meeting of the [NAME OF ASSOCIATION] was called to order at 7:00 p.m. on [DATE]. Minutes from the previous meeting were approved, and treasurer, management, and attorney reports were presented. The board voted against resurfacing the pool for $26,000 but voted to amend association rules to restrict leasing and accept a landscaping contract. The meeting adjourned at 8:30 p.m.
The MAPEH Department of Pedro T Mendiola Sr Memorial National High School held a coordinating meeting to plan the school intramurals for 2014. They discussed designating chairmen and vice-chairmen for the event, the activities and games to include, and using PE uniforms. The body agreed the students would wear PE uniforms as their costumes. They also set the next meeting for September 8th to continue planning the successful school intramurals.
This document provides training on the key tabs, subtabs, and forms for a CRM system. It outlines:
- 3 main tabs: Marketing, Sales, Workplace
- 6 subtabs under Marketing and Sales: Leads, Accounts, Contacts, Opportunities, Quotes, Orders
- Definitions and requirements for filling out each form, including linking data between forms to streamline the process. Emphasis is placed on collecting key information upfront to avoid issues later.
Configure Bank Reconciliation with Odoo 15 Accounting ModuleCeline George
Reconciliation models can make the Reconciliation process much more straightforward. You can easily set up the Reconciliation models on the Accounting module.
A refresher on how to manage sales leads in iDSS. Get familiar with lead distribution and take home actionable ways to improve your leads workflow so you can win new business.
The deputy governor of Ekiti State addressed the people of Oke-Ijebu Ekiti at the presentation of the instrument of appointment and staff of office to their new king, Oba Ezekiel Idowu Awe. She noted that the kingship stool had been vacant since 1977, and that the selection process to fill it took longer than necessary. She urged unity among the people and asked them to support the new king and the state government. At the event, she formally presented the instrument of appointment and staff of office to Oba Awe on behalf of the governor.
The deputy governor of Ekiti State, Nigeria gave a speech at the coronation ceremony of the new Onipere of Ipere-Ekiti, Oba James Olufemi Omiyale. She congratulated him and the people of Ipere Ekiti on the occasion. She explained that the selection process for the new Onipere followed the state's legal requirements. She urged Oba Omiyale to work with the people for community development and called on the people to support and cooperate with their new leader. In conclusion, she formally presented Oba Omiyale with the Staff of Office as the new Onipere of Ipere Ekiti.
The board meeting of the [NAME OF ASSOCIATION] was called to order at 7:00 p.m. on [DATE]. Minutes from the previous meeting were approved, and treasurer, management, and attorney reports were presented. The board voted against resurfacing the pool for $26,000 but voted to amend association rules to restrict leasing and accept a landscaping contract. The meeting adjourned at 8:30 p.m.
The MAPEH Department of Pedro T Mendiola Sr Memorial National High School held a coordinating meeting to plan the school intramurals for 2014. They discussed designating chairmen and vice-chairmen for the event, the activities and games to include, and using PE uniforms. The body agreed the students would wear PE uniforms as their costumes. They also set the next meeting for September 8th to continue planning the successful school intramurals.
This document provides training on the key tabs, subtabs, and forms for a CRM system. It outlines:
- 3 main tabs: Marketing, Sales, Workplace
- 6 subtabs under Marketing and Sales: Leads, Accounts, Contacts, Opportunities, Quotes, Orders
- Definitions and requirements for filling out each form, including linking data between forms to streamline the process. Emphasis is placed on collecting key information upfront to avoid issues later.
Configure Bank Reconciliation with Odoo 15 Accounting ModuleCeline George
Reconciliation models can make the Reconciliation process much more straightforward. You can easily set up the Reconciliation models on the Accounting module.
A refresher on how to manage sales leads in iDSS. Get familiar with lead distribution and take home actionable ways to improve your leads workflow so you can win new business.
The sales quotation will give the exact idea about the price of the product and services offered by the company to a customer or a potential customer which will help them to know more about the products and services.
This document provides step-by-step instructions for various QuickBooks tasks such as adding a new customer, removing a customer, editing customer information, adding a customer "on the fly" when creating an invoice, and printing and using the chart of accounts. It was prepared by Edna Washington, President/CEO of Washington Consulting, for use with QuickBooks Pro 2007-2009.
Form & Survey Builder allows users to create surveys in two steps: building the form elements in Form & Survey Builder, and then distributing the survey to recipients in Launch and Manage Surveys. The document outlines the steps to build a survey form including adding section headers, open-ended text boxes, multiple choice, and rating scale questions. It also describes customizing the survey design, adding recipients, setting preferences like reminders, and launching the live survey.
The document provides instructions on how to work on different modules within the consumer module, including adding new consumers, working on consumer staff, funding, locations, reports, insurance, and billing. Key steps include filling out required fields to add a new consumer, maintaining employee records, declaring consumer funding sources, uploading reports, and filling insurance forms. The calendar allows managing employee schedules and appointments.
Invoiceable.co allows you to easily create invoices online. The tutorial shows how to sign up, set up your dashboard, add clients, and create invoices. You can fill out invoice details like the client, payment terms, items, and send the invoice. It also covers how to edit invoices, add more clients and reports. The step-by-step instructions guide users through setting up their account and sending out professional invoices.
The document provides instructions for creating a compliance library, generating compliance from the library, submitting and approving compliance, creating events, and generating reports in a compliance management software. Key steps include uploading an excel file to create a compliance library, assigning compliance to groups and periods, submitting compliance and providing approval/comments, creating events that generate new compliance, and using various filters to search and generate compliance reports.
Orangescrum Expense Management Add-on user manualOrangescrum
Expense Management Add-on
Save time with Effortless Expensing with custom Approvals.
Track Expenses | Process Faster | Invoice Accurately
Easily track project and non-project expenses with Expense Management Add-on
Choose from among "155 Currencies" for your Global Teams and Clientele
Create and Manage Expense categories that apply to your business
Quick upload digital images of your bills/receipts as soon as you spend
Map projects and clients to your expenses
Freedom from stocking manual receipts and fear of losing them
Submit expenses and track their approval progress with Expense Management Add-on
Learn More: https://www.orangescrum.org/expensemanagement
To create a new client in SAM:
1. From the main appointment screen, select "Customers" and then "New" to open a new client profile.
2. Enter the client's contact information across several tabs, including name, address, phone, email, marketing preferences, and photos.
3. Additional optional tabs allow adding next of kin details, notes, loyalty points, and viewing marketing communications sent.
4. Ensure to save the profile after entering information on each tab before navigating to the next.
This tutorial teaches users how to use the Child Care Data Tracker software to enter program data, generate reports, and complete the ACF-700 report. It reviews each module including entering provider, family, service authorization, and payment information. It emphasizes that required or "yellow" fields must be completed and shows how to generate the ACF-700 report for the desired fiscal year after authorizing all payments made during that period.
LAWA job portal employer training guide 20151013Agile1RPO
This document provides guidance to employers on using an online job portal. It outlines how employers can manage their account, search and view resumes, post jobs, create screening questions, and contact candidates. The dashboard is the home page where employers can edit their profile, change passwords, and access other areas of the site using the top navigation bar. Employers can search resumes, save searches and resumes, and view applicant details. They can also post jobs, add screening questions, view responses, and contact candidates directly through the portal.
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - What is IP address?
An IP address, or simply an "IP," is a unique address that identifies a device on the Internet or a local network. It allows a system to be recognized by other systems connected via the Internet protocol. There are two primary types of IP address formats used today — IPv4 and IPv6.
What is a VPN
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - to the resource you are looking for.
It’s pretty simple - the request you sent hits the server of the resource, but your data (information) can only be moved between your device and the VPN server, which also passes through a secure communication’s channel, so that the server you are requesting cannot receive any information about you.
When connecting to a VPN, your ISP cannot decrypt the data itself or track the websites you visit, but it can only track encrypted traffic coming to the VPN server.
Most often, VPN is used to protect confidential information (electronic correspondence, online banking) and to view blocked sites from anywhere.
VPN is also used to hide the real location by changing your IP address, which changes according to the server you are connected to.
Why it's important to use VPN?
The Internet has become a vital part of our everyday lives; we keep our information, our media, our property in a supposedly “safe” place.
So what happens when our private data’s security is compromised? Or when strangers can access all that we keep sealed and locked?
It is clear that you need to have your own security network. You need to have a VPN.
A technology that allows you to generate a connection between two or more computers or servers through another network is called VPN (Virtual Private Network).
Using encryption and cryptography makes the security level in the core network irrelevant, allowing you to use even public Internet for the connection.
Having a VPN makes your life much easier: You can keep your activity online to yourself, protecting yourself from any prying eyes. You can connect to any public WiFi network without being vulnerable to various hackers trying to steal your information. You can access worldwide content, withdr
The document outlines the configuration steps for an HR management software system. It describes setting up company information, locations, user roles, employee details like salary grade and job title, project management features, and more. Configuration is done through tabs in the dashboard and involves adding, viewing, editing, and deleting various data types.
The document provides information on re-budgeting awards and viewing/updating report tracking in KC. It outlines the steps to re-budget an award, including searching for an award, creating a new budget version, and submitting budget revisions. It also describes how to search award report tracking by PI or award, view report details, and update the report preparer, status, and other fields. Users are encouraged to practice these steps using the provided classroom exercises.
Payment terms often allow Customers to plan their Payments easily and proceed with the purchases accordingly. Payment Terms can be applied to sales orders, customer invoices, supplier bills, and contacts. At the same time, it will ensure you preserve proper cash flow in the business without clutters or payment lags. You can access this feature from the Accounting module of Odoo. Defining Payment Terms automatically calculates the payments’ due dates. This is particularly helpful for managing installment plans.
This document provides an overview of iDSS membership functionality including:
- Configuring partnership levels, categories, details, and pricing structures in the admin section.
- Creating partner accounts, assigning levels and terms, and adding details.
- Generating and sending invoices to partners individually or in batches via email or the partner extranet.
- Entering payments against invoices either individually or as batch payments.
- Renewing partner terms each year and generating renewal invoices.
- Running various membership reports and queries.
This document provides instructions for adding an in-house payment plan in three steps:
1) Login to the portal and click "Add New Account" to create a customer account and enter their information.
2) To add a payment plan, click "Available Actions" and select "Add Contract or Invoice" and choose "Payment Plan" as the contract type, entering the start date and maximum term.
3) Enter the payment plan details like items, prices, and down payments. Choose the payment dates, length of the plan which can include a 1% monthly fee, and primary and backup payment methods. The payment plan is then added successfully.
This document provides instructions for managing views, fields, users, and other settings in Oracle Eloqua. It describes how to navigate to the global settings page to create contact and account views and manage fields. It also outlines how to set up users, configure campaign approval workflows, create email groups, export and import data, subscribe to reports, and manage picklists.
BST Enterprise software - training customized for ISL\'s usage. Trainee\'s were provided laptops to use during the session so as to follow along hands-on.
ACS allows employee(s) performing ABA services to capture the details for their rendered appointment or report appointment cancellations on their mobile device or by using ACS Web. The parent’s signatures can also be captured electronically using an iPad as shown below.
The sales quotation will give the exact idea about the price of the product and services offered by the company to a customer or a potential customer which will help them to know more about the products and services.
This document provides step-by-step instructions for various QuickBooks tasks such as adding a new customer, removing a customer, editing customer information, adding a customer "on the fly" when creating an invoice, and printing and using the chart of accounts. It was prepared by Edna Washington, President/CEO of Washington Consulting, for use with QuickBooks Pro 2007-2009.
Form & Survey Builder allows users to create surveys in two steps: building the form elements in Form & Survey Builder, and then distributing the survey to recipients in Launch and Manage Surveys. The document outlines the steps to build a survey form including adding section headers, open-ended text boxes, multiple choice, and rating scale questions. It also describes customizing the survey design, adding recipients, setting preferences like reminders, and launching the live survey.
The document provides instructions on how to work on different modules within the consumer module, including adding new consumers, working on consumer staff, funding, locations, reports, insurance, and billing. Key steps include filling out required fields to add a new consumer, maintaining employee records, declaring consumer funding sources, uploading reports, and filling insurance forms. The calendar allows managing employee schedules and appointments.
Invoiceable.co allows you to easily create invoices online. The tutorial shows how to sign up, set up your dashboard, add clients, and create invoices. You can fill out invoice details like the client, payment terms, items, and send the invoice. It also covers how to edit invoices, add more clients and reports. The step-by-step instructions guide users through setting up their account and sending out professional invoices.
The document provides instructions for creating a compliance library, generating compliance from the library, submitting and approving compliance, creating events, and generating reports in a compliance management software. Key steps include uploading an excel file to create a compliance library, assigning compliance to groups and periods, submitting compliance and providing approval/comments, creating events that generate new compliance, and using various filters to search and generate compliance reports.
Orangescrum Expense Management Add-on user manualOrangescrum
Expense Management Add-on
Save time with Effortless Expensing with custom Approvals.
Track Expenses | Process Faster | Invoice Accurately
Easily track project and non-project expenses with Expense Management Add-on
Choose from among "155 Currencies" for your Global Teams and Clientele
Create and Manage Expense categories that apply to your business
Quick upload digital images of your bills/receipts as soon as you spend
Map projects and clients to your expenses
Freedom from stocking manual receipts and fear of losing them
Submit expenses and track their approval progress with Expense Management Add-on
Learn More: https://www.orangescrum.org/expensemanagement
To create a new client in SAM:
1. From the main appointment screen, select "Customers" and then "New" to open a new client profile.
2. Enter the client's contact information across several tabs, including name, address, phone, email, marketing preferences, and photos.
3. Additional optional tabs allow adding next of kin details, notes, loyalty points, and viewing marketing communications sent.
4. Ensure to save the profile after entering information on each tab before navigating to the next.
This tutorial teaches users how to use the Child Care Data Tracker software to enter program data, generate reports, and complete the ACF-700 report. It reviews each module including entering provider, family, service authorization, and payment information. It emphasizes that required or "yellow" fields must be completed and shows how to generate the ACF-700 report for the desired fiscal year after authorizing all payments made during that period.
LAWA job portal employer training guide 20151013Agile1RPO
This document provides guidance to employers on using an online job portal. It outlines how employers can manage their account, search and view resumes, post jobs, create screening questions, and contact candidates. The dashboard is the home page where employers can edit their profile, change passwords, and access other areas of the site using the top navigation bar. Employers can search resumes, save searches and resumes, and view applicant details. They can also post jobs, add screening questions, view responses, and contact candidates directly through the portal.
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - What is IP address?
An IP address, or simply an "IP," is a unique address that identifies a device on the Internet or a local network. It allows a system to be recognized by other systems connected via the Internet protocol. There are two primary types of IP address formats used today — IPv4 and IPv6.
What is a VPN
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - to the resource you are looking for.
It’s pretty simple - the request you sent hits the server of the resource, but your data (information) can only be moved between your device and the VPN server, which also passes through a secure communication’s channel, so that the server you are requesting cannot receive any information about you.
When connecting to a VPN, your ISP cannot decrypt the data itself or track the websites you visit, but it can only track encrypted traffic coming to the VPN server.
Most often, VPN is used to protect confidential information (electronic correspondence, online banking) and to view blocked sites from anywhere.
VPN is also used to hide the real location by changing your IP address, which changes according to the server you are connected to.
Why it's important to use VPN?
The Internet has become a vital part of our everyday lives; we keep our information, our media, our property in a supposedly “safe” place.
So what happens when our private data’s security is compromised? Or when strangers can access all that we keep sealed and locked?
It is clear that you need to have your own security network. You need to have a VPN.
A technology that allows you to generate a connection between two or more computers or servers through another network is called VPN (Virtual Private Network).
Using encryption and cryptography makes the security level in the core network irrelevant, allowing you to use even public Internet for the connection.
Having a VPN makes your life much easier: You can keep your activity online to yourself, protecting yourself from any prying eyes. You can connect to any public WiFi network without being vulnerable to various hackers trying to steal your information. You can access worldwide content, withdr
The document outlines the configuration steps for an HR management software system. It describes setting up company information, locations, user roles, employee details like salary grade and job title, project management features, and more. Configuration is done through tabs in the dashboard and involves adding, viewing, editing, and deleting various data types.
The document provides information on re-budgeting awards and viewing/updating report tracking in KC. It outlines the steps to re-budget an award, including searching for an award, creating a new budget version, and submitting budget revisions. It also describes how to search award report tracking by PI or award, view report details, and update the report preparer, status, and other fields. Users are encouraged to practice these steps using the provided classroom exercises.
Payment terms often allow Customers to plan their Payments easily and proceed with the purchases accordingly. Payment Terms can be applied to sales orders, customer invoices, supplier bills, and contacts. At the same time, it will ensure you preserve proper cash flow in the business without clutters or payment lags. You can access this feature from the Accounting module of Odoo. Defining Payment Terms automatically calculates the payments’ due dates. This is particularly helpful for managing installment plans.
This document provides an overview of iDSS membership functionality including:
- Configuring partnership levels, categories, details, and pricing structures in the admin section.
- Creating partner accounts, assigning levels and terms, and adding details.
- Generating and sending invoices to partners individually or in batches via email or the partner extranet.
- Entering payments against invoices either individually or as batch payments.
- Renewing partner terms each year and generating renewal invoices.
- Running various membership reports and queries.
This document provides instructions for adding an in-house payment plan in three steps:
1) Login to the portal and click "Add New Account" to create a customer account and enter their information.
2) To add a payment plan, click "Available Actions" and select "Add Contract or Invoice" and choose "Payment Plan" as the contract type, entering the start date and maximum term.
3) Enter the payment plan details like items, prices, and down payments. Choose the payment dates, length of the plan which can include a 1% monthly fee, and primary and backup payment methods. The payment plan is then added successfully.
This document provides instructions for managing views, fields, users, and other settings in Oracle Eloqua. It describes how to navigate to the global settings page to create contact and account views and manage fields. It also outlines how to set up users, configure campaign approval workflows, create email groups, export and import data, subscribe to reports, and manage picklists.
BST Enterprise software - training customized for ISL\'s usage. Trainee\'s were provided laptops to use during the session so as to follow along hands-on.
ACS allows employee(s) performing ABA services to capture the details for their rendered appointment or report appointment cancellations on their mobile device or by using ACS Web. The parent’s signatures can also be captured electronically using an iPad as shown below.
ACS integrates with Sage 300 ERP US Payroll module to post timesheets in ACS as timecards in Sage 300 ERP US Payroll.
ACS also hosts a secure pay stub module online where employees can view their current and historical pay stubs.
Financials are managed through Sage 300 ERP. ACS billing integrates with the Sage Accounts Receivable (A/R) module and the ACS HR module integrates with the Sage US Payroll module.
More often than not, authorizations are received over the phone, or mail, or fax.
With ACS, you can enter all of your authorizations in one place, and the entire team knows about it. You can date stamp every entry, and also attach documents and scans to the consumer’s file.
You constantly face challenges from requirements levied by funding sources, the company’s rapid growth, and the ongoing pressure of having to do your job promptly and without mistakes.
ACS Billing Module can you help you bill effectively.
This document provides instructions for navigating and utilizing various features within a human resources management module for an employee database. It describes how to search for employee information by ID or name, view their timesheets, authorizations, assigned patients, and hours worked. It also explains how to export, print, sort, filter, and save preferences for the interactive grid displaying staff information.
The document provides instructions for working with the audit module. It describes how to:
1. Select a module using the drop down menu which will populate the "Modules and Tables" and "Audit Fields" sheets.
2. Enable auditing by clicking the "Enable Audit" button to change the audit field from "No" to "Yes".
3. Remove auditing by clicking the "Remove Audit" button to change the audit field from "Yes" to "No".
The document provides instructions on how to enter data into timesheets in ACS's timekeeping system. It describes the main interface which allows for manual entry, web entry, timesheet adjustment, and import. It then details how to perform specific tasks like entering employee and client information, adding notes, searching for clients, selecting pay rates, and viewing timesheet data through various filters. The instructions are accompanied by screenshots to illustrate the steps.
To import a file, open the folder containing the file, select the file, and click "Open File" to view its contents. Click "Import" to add the file to the import list displayed below the "Files to Import" label. Successful imports will be shown in the import details area with the date, number of records and errors, and total imported. Users can search the log by import date and time to view import results.
This document provides instructions for entering and managing overtime in multiple steps:
1. It describes the main interface for creating new batches, reopening existing batches, and deleting batches. It also explains how to generate timesheets and calculate overtime.
2. It outlines how to add events and filters to the overtime data. Filters can be applied to show specific records based on original hours, hours per day, or staff classification.
3. Finally, it details the tabs for adjustments, exclusions, viewing overtime timesheets, and the number of timesheets processed. Filters and actions can be performed to cleanse and manage the overtime data.
1. This document provides instructions for adjusting time and making changes to timesheet and billing information. It describes filtering data by employee ID, name, pay period, branch office and company.
2. The user can select a time entry to change basic information like location, address, city, state and zip. Billable periods can also be selected using drop down menus for the date range.
3. For billing changes, the user selects the service and writes the reason for changes. Clicking "Update" applies these changes to the timesheet.
This document provides instructions for using various filters and settings to view and organize data in timesheet records. It describes how to filter by employee ID, name, company, branch office, render status, and other columns. Users can add different columns to their view, sort data, export to Excel, and create timesheets from the displayed records.
This document provides instructions for using various filtering and sorting functions in an accounting module. It describes how to filter data by regular hours, overtime, deleted status, posting status, error codes, time period, specified values, timesheet ID, staff name, and reset filter values. It also outlines additional functions like posting and deleting information, switching between record statuses, selecting and deselecting records, and viewing the timecard log.
This document provides information about the funding module in 3 paragraphs and subheadings. It discusses the key components of the funding module including maintaining consumer and funding source details, billing codes, services, payment methods, and a calendar setting to track employee schedules and holidays. The user can choose the funding source, enter billing information, services offered, and payment roll details. They can also add and delete billing codes for customers in the module.
This document provides instructions for working with an authorization module. It describes how a user can search for employee authorization records, add, edit, and import employee data. The interface allows adding, editing, activating, deactivating employees, and importing authorization data daily, weekly, or monthly. When adding or editing an employee, forms are displayed to enter the required authorization data fields. Importation of employee authorization documentation can also be done by file.
The document discusses the features and capabilities of the ACS software. It highlights that ACS allows users to centralize all client information, easily manage authorizations and fulfillment, track reports and due items. It also enables users to create teams for cases, manage multiple funding sources per case, and keep client files organized and secure through its document manager. Additionally, ACS offers simple and straightforward scheduling features like color-coding, single or recurring appointments. It allows cancellations to be handled easily and staff to be scheduled to fill in last minute changes. Finally, ACS provides mobile access to schedules and allows employees to submit hours and case notes remotely, while automatically generating required reports and forms for billing.
This document discusses the benefits of ACS software for managing clients, employees, funding sources, authorizations, and scheduling. It states that ACS allows users to centralize all client information, easily create and manage teams and multiple funding sources per case. It also allows users to keep client files organized and secure through its document manager. The scheduling features allow for simple color-coding and creation of single or recurring appointments. It estimates that on average, clinics gain savings of 10-30% in the first year through acquisition and implementation of ACS by reducing time spent, increasing revenue, and improving service levels and growth. Specific potential savings mentioned include reducing data duplication, standardized training and processes, and increased authorization fulfillment and billing/collection
Monitoring and Managing Anomaly Detection on OpenShift.pdfTosin Akinosho
Monitoring and Managing Anomaly Detection on OpenShift
Overview
Dive into the world of anomaly detection on edge devices with our comprehensive hands-on tutorial. This SlideShare presentation will guide you through the entire process, from data collection and model training to edge deployment and real-time monitoring. Perfect for those looking to implement robust anomaly detection systems on resource-constrained IoT/edge devices.
Key Topics Covered
1. Introduction to Anomaly Detection
- Understand the fundamentals of anomaly detection and its importance in identifying unusual behavior or failures in systems.
2. Understanding Edge (IoT)
- Learn about edge computing and IoT, and how they enable real-time data processing and decision-making at the source.
3. What is ArgoCD?
- Discover ArgoCD, a declarative, GitOps continuous delivery tool for Kubernetes, and its role in deploying applications on edge devices.
4. Deployment Using ArgoCD for Edge Devices
- Step-by-step guide on deploying anomaly detection models on edge devices using ArgoCD.
5. Introduction to Apache Kafka and S3
- Explore Apache Kafka for real-time data streaming and Amazon S3 for scalable storage solutions.
6. Viewing Kafka Messages in the Data Lake
- Learn how to view and analyze Kafka messages stored in a data lake for better insights.
7. What is Prometheus?
- Get to know Prometheus, an open-source monitoring and alerting toolkit, and its application in monitoring edge devices.
8. Monitoring Application Metrics with Prometheus
- Detailed instructions on setting up Prometheus to monitor the performance and health of your anomaly detection system.
9. What is Camel K?
- Introduction to Camel K, a lightweight integration framework built on Apache Camel, designed for Kubernetes.
10. Configuring Camel K Integrations for Data Pipelines
- Learn how to configure Camel K for seamless data pipeline integrations in your anomaly detection workflow.
11. What is a Jupyter Notebook?
- Overview of Jupyter Notebooks, an open-source web application for creating and sharing documents with live code, equations, visualizations, and narrative text.
12. Jupyter Notebooks with Code Examples
- Hands-on examples and code snippets in Jupyter Notebooks to help you implement and test anomaly detection models.
Letter and Document Automation for Bonterra Impact Management (fka Social Sol...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on automated letter generation for Bonterra Impact Management using Google Workspace or Microsoft 365.
Interested in deploying letter generation automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Trusted Execution Environment for Decentralized Process MiningLucaBarbaro3
Presentation of the paper "Trusted Execution Environment for Decentralized Process Mining" given during the CAiSE 2024 Conference in Cyprus on June 7, 2024.
Driving Business Innovation: Latest Generative AI Advancements & Success StorySafe Software
Are you ready to revolutionize how you handle data? Join us for a webinar where we’ll bring you up to speed with the latest advancements in Generative AI technology and discover how leveraging FME with tools from giants like Google Gemini, Amazon, and Microsoft OpenAI can supercharge your workflow efficiency.
During the hour, we’ll take you through:
Guest Speaker Segment with Hannah Barrington: Dive into the world of dynamic real estate marketing with Hannah, the Marketing Manager at Workspace Group. Hear firsthand how their team generates engaging descriptions for thousands of office units by integrating diverse data sources—from PDF floorplans to web pages—using FME transformers, like OpenAIVisionConnector and AnthropicVisionConnector. This use case will show you how GenAI can streamline content creation for marketing across the board.
Ollama Use Case: Learn how Scenario Specialist Dmitri Bagh has utilized Ollama within FME to input data, create custom models, and enhance security protocols. This segment will include demos to illustrate the full capabilities of FME in AI-driven processes.
Custom AI Models: Discover how to leverage FME to build personalized AI models using your data. Whether it’s populating a model with local data for added security or integrating public AI tools, find out how FME facilitates a versatile and secure approach to AI.
We’ll wrap up with a live Q&A session where you can engage with our experts on your specific use cases, and learn more about optimizing your data workflows with AI.
This webinar is ideal for professionals seeking to harness the power of AI within their data management systems while ensuring high levels of customization and security. Whether you're a novice or an expert, gain actionable insights and strategies to elevate your data processes. Join us to see how FME and AI can revolutionize how you work with data!
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAUpanagenda
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-und-domino-lizenzkostenreduzierung-in-der-welt-von-dlau/
DLAU und die Lizenzen nach dem CCB- und CCX-Modell sind für viele in der HCL-Community seit letztem Jahr ein heißes Thema. Als Notes- oder Domino-Kunde haben Sie vielleicht mit unerwartet hohen Benutzerzahlen und Lizenzgebühren zu kämpfen. Sie fragen sich vielleicht, wie diese neue Art der Lizenzierung funktioniert und welchen Nutzen sie Ihnen bringt. Vor allem wollen Sie sicherlich Ihr Budget einhalten und Kosten sparen, wo immer möglich. Das verstehen wir und wir möchten Ihnen dabei helfen!
Wir erklären Ihnen, wie Sie häufige Konfigurationsprobleme lösen können, die dazu führen können, dass mehr Benutzer gezählt werden als nötig, und wie Sie überflüssige oder ungenutzte Konten identifizieren und entfernen können, um Geld zu sparen. Es gibt auch einige Ansätze, die zu unnötigen Ausgaben führen können, z. B. wenn ein Personendokument anstelle eines Mail-Ins für geteilte Mailboxen verwendet wird. Wir zeigen Ihnen solche Fälle und deren Lösungen. Und natürlich erklären wir Ihnen das neue Lizenzmodell.
Nehmen Sie an diesem Webinar teil, bei dem HCL-Ambassador Marc Thomas und Gastredner Franz Walder Ihnen diese neue Welt näherbringen. Es vermittelt Ihnen die Tools und das Know-how, um den Überblick zu bewahren. Sie werden in der Lage sein, Ihre Kosten durch eine optimierte Domino-Konfiguration zu reduzieren und auch in Zukunft gering zu halten.
Diese Themen werden behandelt
- Reduzierung der Lizenzkosten durch Auffinden und Beheben von Fehlkonfigurationen und überflüssigen Konten
- Wie funktionieren CCB- und CCX-Lizenzen wirklich?
- Verstehen des DLAU-Tools und wie man es am besten nutzt
- Tipps für häufige Problembereiche, wie z. B. Team-Postfächer, Funktions-/Testbenutzer usw.
- Praxisbeispiele und Best Practices zum sofortigen Umsetzen
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfMalak Abu Hammad
Discover how MongoDB Atlas and vector search technology can revolutionize your application's search capabilities. This comprehensive presentation covers:
* What is Vector Search?
* Importance and benefits of vector search
* Practical use cases across various industries
* Step-by-step implementation guide
* Live demos with code snippets
* Enhancing LLM capabilities with vector search
* Best practices and optimization strategies
Perfect for developers, AI enthusiasts, and tech leaders. Learn how to leverage MongoDB Atlas to deliver highly relevant, context-aware search results, transforming your data retrieval process. Stay ahead in tech innovation and maximize the potential of your applications.
#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
5th LF Energy Power Grid Model Meet-up SlidesDanBrown980551
5th Power Grid Model Meet-up
It is with great pleasure that we extend to you an invitation to the 5th Power Grid Model Meet-up, scheduled for 6th June 2024. This event will adopt a hybrid format, allowing participants to join us either through an online Mircosoft Teams session or in person at TU/e located at Den Dolech 2, Eindhoven, Netherlands. The meet-up will be hosted by Eindhoven University of Technology (TU/e), a research university specializing in engineering science & technology.
Power Grid Model
The global energy transition is placing new and unprecedented demands on Distribution System Operators (DSOs). Alongside upgrades to grid capacity, processes such as digitization, capacity optimization, and congestion management are becoming vital for delivering reliable services.
Power Grid Model is an open source project from Linux Foundation Energy and provides a calculation engine that is increasingly essential for DSOs. It offers a standards-based foundation enabling real-time power systems analysis, simulations of electrical power grids, and sophisticated what-if analysis. In addition, it enables in-depth studies and analysis of the electrical power grid’s behavior and performance. This comprehensive model incorporates essential factors such as power generation capacity, electrical losses, voltage levels, power flows, and system stability.
Power Grid Model is currently being applied in a wide variety of use cases, including grid planning, expansion, reliability, and congestion studies. It can also help in analyzing the impact of renewable energy integration, assessing the effects of disturbances or faults, and developing strategies for grid control and optimization.
What to expect
For the upcoming meetup we are organizing, we have an exciting lineup of activities planned:
-Insightful presentations covering two practical applications of the Power Grid Model.
-An update on the latest advancements in Power Grid -Model technology during the first and second quarters of 2024.
-An interactive brainstorming session to discuss and propose new feature requests.
-An opportunity to connect with fellow Power Grid Model enthusiasts and users.
Taking AI to the Next Level in Manufacturing.pdfssuserfac0301
Read Taking AI to the Next Level in Manufacturing to gain insights on AI adoption in the manufacturing industry, such as:
1. How quickly AI is being implemented in manufacturing.
2. Which barriers stand in the way of AI adoption.
3. How data quality and governance form the backbone of AI.
4. Organizational processes and structures that may inhibit effective AI adoption.
6. Ideas and approaches to help build your organization's AI strategy.
How to Interpret Trends in the Kalyan Rajdhani Mix Chart.pdfChart Kalyan
A Mix Chart displays historical data of numbers in a graphical or tabular form. The Kalyan Rajdhani Mix Chart specifically shows the results of a sequence of numbers over different periods.
Dive into the realm of operating systems (OS) with Pravash Chandra Das, a seasoned Digital Forensic Analyst, as your guide. 🚀 This comprehensive presentation illuminates the core concepts, types, and evolution of OS, essential for understanding modern computing landscapes.
Beginning with the foundational definition, Das clarifies the pivotal role of OS as system software orchestrating hardware resources, software applications, and user interactions. Through succinct descriptions, he delineates the diverse types of OS, from single-user, single-task environments like early MS-DOS iterations, to multi-user, multi-tasking systems exemplified by modern Linux distributions.
Crucial components like the kernel and shell are dissected, highlighting their indispensable functions in resource management and user interface interaction. Das elucidates how the kernel acts as the central nervous system, orchestrating process scheduling, memory allocation, and device management. Meanwhile, the shell serves as the gateway for user commands, bridging the gap between human input and machine execution. 💻
The narrative then shifts to a captivating exploration of prominent desktop OSs, Windows, macOS, and Linux. Windows, with its globally ubiquitous presence and user-friendly interface, emerges as a cornerstone in personal computing history. macOS, lauded for its sleek design and seamless integration with Apple's ecosystem, stands as a beacon of stability and creativity. Linux, an open-source marvel, offers unparalleled flexibility and security, revolutionizing the computing landscape. 🖥️
Moving to the realm of mobile devices, Das unravels the dominance of Android and iOS. Android's open-source ethos fosters a vibrant ecosystem of customization and innovation, while iOS boasts a seamless user experience and robust security infrastructure. Meanwhile, discontinued platforms like Symbian and Palm OS evoke nostalgia for their pioneering roles in the smartphone revolution.
The journey concludes with a reflection on the ever-evolving landscape of OS, underscored by the emergence of real-time operating systems (RTOS) and the persistent quest for innovation and efficiency. As technology continues to shape our world, understanding the foundations and evolution of operating systems remains paramount. Join Pravash Chandra Das on this illuminating journey through the heart of computing. 🌟
Generating privacy-protected synthetic data using Secludy and MilvusZilliz
During this demo, the founders of Secludy will demonstrate how their system utilizes Milvus to store and manipulate embeddings for generating privacy-protected synthetic data. Their approach not only maintains the confidentiality of the original data but also enhances the utility and scalability of LLMs under privacy constraints. Attendees, including machine learning engineers, data scientists, and data managers, will witness first-hand how Secludy's integration with Milvus empowers organizations to harness the power of LLMs securely and efficiently.
Programming Foundation Models with DSPy - Meetup SlidesZilliz
Prompting language models is hard, while programming language models is easy. In this talk, I will discuss the state-of-the-art framework DSPy for programming foundation models with its powerful optimizers and runtime constraint system.
10. The appointment you created will be shown in blue in the calendar.
If you click on the appointment, you will see the employee name and service
There are other calendar viewing options as well.
18. In the Consumer Module, select the consumer. Go to the Calendar tab and click “View”
to load the schedule
19. About colors in Scheduler
• Please note the legend for the colors in the calendar.
20. Click on the existing appointment (blue)
Then right click on and select Edit appointment
21. On the selection column, select the appointment (or series of appointments if working
with a reoccurring appointment series) you want to remove.
Then click Delete Selection
52. Fill out Contact Information.
The fields ID and Customer Type are Mandatory. In Customer Type select Regional Center
Then click Add.
Now you are ready to setup locations, CSCs, Billing Codes and Holiday Settings
ID field can have up to 13
characters. Once created, cannot
be edited, and cannot be
repeated
For this tutorial, the customer
type is REGIONAL CENTER
The rest of the fields are optional
53. CREATE A SCHOOL DISTRICT
FUNDING SOURCE
IN 2 STEPS
Funding Sources
55. Fill out Contact Information.
The fields ID and Customer Type are Mandatory. In Customer Type select School District
Then click Add.
Now you are ready to setup locations, CSCs, Billing Codes and Holiday Settings
ID field can have up to 13
characters. Once created, cannot
be edited, and cannot be
repeated
For this tutorial, the customer
type is SCHOOL DISTRICT
The rest of the fields are optional
58. Fill out Contact Information.
The fields ID and Customer Type are Mandatory. In Customer Type select Insurance
Then click Add.
Now you are ready to setup locations, CSCs, Billing Codes and Holiday Settings
ID field can have up to 13
characters. Once created, cannot
be edited, and cannot be
repeated
For this tutorial, the customer
type is INSURANCE
The rest of the fields are optional
59. CREATE A PRIVATE PAYER AS A
FUNDING SOURCE
IN 2 STEPS
Funding Sources
61. Fill out Contact Information.
The fields ID and Customer Type are Mandatory. In Customer Type select Private Pay
Then click Add.
Now you are ready to setup locations, CSCs, Billing Codes and Holiday Settings
ID field can have up to 13
characters. Once created, cannot
be edited, and cannot be
repeated
For this tutorial, the customer
type is PRIVATE PAY
The rest of the fields are optional
62. ADD CASE SERVICE COORDINATOR (CSC)
TO AN EXISTING FUNDING SOURCE
IN 4 STEPS
Funding Sources
63. Find the Funding Source.
You can find a Funding Source by going to the Funding Source module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
64. Find the Funding Source.
Double Click CSC
A CSC Maintenance Menu will pop up
65. You may change directly any record on the grid.
If you would like to Add a new CSC, click Add
A new row will open up
66. Add all the information, you can also change the Funding Source.
When complete, then click on any other row on the grid and close the window.
The new record will now show up on the Funding Source Profile
67. The new record will now show up on the Funding Source Profile.
You can add as many as you need
68. ASSIGN OFFICES TO AN EXISTING
FUNDING SOURCE
IN 3 STEPS
Funding Sources
69. Find the Funding Source.
You can find a Funding Source by going to the Funding Source module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
71. Here a list of your offices will show up
To add or remove an office to a Funding Source, simply check the office name under the
Active Column
Note that only the
consumers from the
locations selected will be
able to receive services
from the Funding Source
you are setting up
72. The new locations selected will now show up on the Funding Source Profile.
You can add as many as you need
73. ADD BILLING CODES TO AN EXISTING
FUNDING SOURCE
IN 8 STEPS
Funding Sources
74. Find the Funding Source.
You can find a Funding Source by going to the Funding Source module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
76. Click Billing Codes (marked)
A popup window will show up to enter contract information from the Funding Source
77. Click Add
A new row will open up. Enter contract information as presented by the Funding Source
To save the record, click on any other row. If there is not another row to click on, then
create a new row by clicking Add and leave it empty.
Then close the window
78. Back on the main Billing Codes tab, click Add
A popup window will appear where you can further add details for the contract.
79. Select Degree. Select Vendor Description, here you will see the services you entered
previously. Enter the Authorization Rate for the degree selected
The Start and End Dates are optional, for your reference only
Then click Add. A new row will show up in the main tab
80. The last step is to configure the Service
Select Service and click Add
A configuration grid will show up
83. Find the Funding Source.
You can find a Funding Source by:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
85. If you have ongoing restrictions, for example:
Services are not allowed on Saturdays or Sundays after 12 noon, then go to
Hours and Availability and enter the start and end times of the allowed time to work
86. If you have exceptional date restrictions, for example:
Services are not allowed on January first,
then go to Holidays
87. Click Add, and type the date of the day NOT allowed time to work
The field Description is optional
When you are done, click Save
89. Find the Consumer Module.
You can find a Funding Source by going to the Funding Source module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
91. Fill out the fields UCI, Last Name, First Name, Gender, DOB, and Office Branch.
Then click Add
Now you are ready to fill out all the remaining information about the client
93. Find the Consumer Module and then find an existing Client
You can find a Client by going to the Consumers module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
95. Find employees by typing their Name or ID in the Add Records – Employee List section
Once you have the desired employee highlighted, you may double click on the employee
name or click Add.
The selected employee will now show in the list of Staff assigned to the case
96. Please note the fields: Service, Hours Assigned, and Notes are optional and for reference
only. These fields will not affect scheduling
98. Find the Consumer Module and then find an existing Client
You can find a Client by going to the Consumers module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
100. Find a Funding Source by typing its name or ID in the Add Records – Funding List section
Once you have the desired Funding Source highlighted, you may double click on the
Funding Source name or click Add.
The selected Funding Source will now show in the list of Funding Sources assigned to the
case
101. From the assigned Funding Sources, select which one is the Primary Funding Source
Then check the box on the column Primary
Please note that the main use for this is to be displayed on the overview page of the client, and as
the default funding source when creating new authorizations, this can be edited while creating the
authorization
103. Find the Consumer Module and then find an existing Client
You can find a Client by going to the Consumers module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
104. Go to the Locations Tab
Here is where you can record all the addresses where services may take place.
105. Click on New (icon) and type the location name and address.
E.g. “Dad’s House 3302 Salt Street, Los Angeles CA 90123”
To save the entry, Click on Save (icon)
106. From the assigned Locations, select which one is the Primary Location where services
take place. Then check the box on the column Primary
Please note that the main use for this is to be displayed on the overview page of the client, and as
the default location when scheduling appointments, this can be edited while creating the
appointment
108. Find the Consumer Module and then find an existing Client
You can find a Client by going to the Consumers module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
110. You must have the documents in the User Folder in order to have them available to
upload to the Consumer Folder. Browse through User Folder and select the file you wish
to upload
111. You have the option to Move the file to the consumer folder (cutting), or to Copy the file
to the consumer folder while leaving a copy on the user folder.
Based on your choice, click on the file name and Move or Copy the file to the consumer
Folder
112. Once a file is in the Consumer Folder, you may link the file to an existing Authorization.
This was designed to track if reports have been submitted.
To do so, select file from the Consumer Folder, then select an Authorization from the
dropdown menu. Name the report, apply a due date, and click Add Link.
The file linked to the authorization will be shown on the top section of the screen
114. Find the Consumer Module and then find an existing Client
You can find a Client by going to the Consumers module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
115. The Insurance Tab is to maintain all the details to issue the CMS 1500
116. The Billing Tab keeps an ongoing record of all the billable hours provided
118. The QA Tab in in development to track Client feedback –release date October 2013
Coming October 2013
119. CREATE A NEW AUTHORIZATION
IN 4 STEPS
Authorizations
120. Find the Authorization Module and then find an existing Client
You can find a Client by going to the Authorization module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
Then click Search
122. Fill out the Authorization Information.
Please note all the fields on this section
are mandatory. Upon selecting Vendor
descriptions the fields Services and Rates
will be automatically completed
123. Fill out the Authorization Information.
Based on the Funding
Source setup, the option
for hours or units will be
enabled for the service
selected.
124. Fill out the Authorization Information.
You only need to enter
ONE amount of hours
• Period (total hours for
the entire
authorization)
• Monthly, or
• Weekly
Indicate which type of
amount you will enter
in Calculation Type
125. Fill out the Authorization Information. Then click Add.
Based on the Calculation Type
selected, enter the hours
amount on the corresponding
box.
The other two boxes will be
calculated automatically.
In this example, we are
entering the mandatory
weekly amount, and the
period and monthly amounts
are calculated based on the
weekly quantity
126. Once the Authorization is added, you can attach files to it, and they will be saved on the
consumer folder (default folder for all documents uploaded to a client )
Find the file you want to attach with the Browse (icon) and then Add
Notes are optional
129. Use the filters and click Search to find Hours submitted on the Web
Please note that if you leave a filter blank, then it means you are selecting all possible
values for that filter
(E.g. if you leave the employee filter blank, then it means you are selecting all employees)
Also, please beware that the hours submitted on the web are not automatically
converted into timesheets unless you verify them and approve them through the process
explained in this tutorial
130. Review the entries.
Please note that with Grid Columns you can compare the hours Scheduled vs. Rendered.
Also you may see the address (Location) of the appointment
131. If the web entries are correct -let’s say if you need to validate parent signature, or if you run any other
verification process and the web entries are valid to pay
Then select the web entries ready to be transferred to Timesheets. Check the Timehseet
Selection column, and when ready click on Create Timesheets
135. Use the filters and click Search to find Hours submitted on the Web
Please note that if you leave a filter blank, then it means you are selecting all possible
values for that filter
(E.g. if you leave the employee filter blank, then it means you are selecting all employees)
Also, please beware that the hours submitted on the web are not automatically
converted into timesheets unless you verify them and approve them through the process
explained in this tutorial
136. Review the entries.
Please note that with Grid Columns you can compare the hours Scheduled vs. Rendered.
Also you may see the address (Location) of the appointment
137. If a web entries is incorrect -let’s say if you need to validate parent/guardian signature, or if you run any
other verification process and the web entry is invalid to pay- and you need to edit the entry,
then select the web entry, make sure to display Rendered Info and Timesheet Info in the
Grid Columns.
Change the values of the Timesheets Fields as needed -Date, from time, to time,
location- please note total hours will update automatically.
Also, please note the Rendered fields are non-editable.
As a good practice always leave a note of about the the reason of the adjustment made.
138. Then select the web entries ready to be transferred to Timesheets. Check the Timehseet
Selection column, and when ready click on Create Timesheets
139. When the timesheet is created, you will receive a confirmation message.
143. Select the Client who received services. Then Select the Employee who provided the
service.
144. Enter the Pay Period for the timesheet.
The fields D. Received and Pages are optional.
If you know the authorization for the services
provided, then double click authorization in
the Authorization grid. (recommended)
Please note the services will be automatically
filled, and you can edit them if needed
145. Enter the Pay Period for the timesheet.
The fields D. Received and Pages are optional.
If you do not know the authorization for the
services provided, then just select
Funding Source,
and enter the services manually
146. Enter Start and End times, you may type or use scroll option (totals will
automatically update) Enter Location of service
Please note the dates on the grid will depend on the pay period you select.
Also the locations available in the dropdown will depend on how you configure the
consumer
147. Enter Start and End times, you may type or use scroll option (totals will
automatically update) Enter Location of service
Please note the dates on the grid will depend on the pay period you select.
Also the locations available in the dropdown will depend on how you configure the
consumer
148. Click Save or Save and New to save the timesheet you just entered. The entered
records will be displayed in the bottom grid.
You can edit a timesheet anytime before posting.
149. ADD A NEW EMPLOYEE
IN 4 STEPS
Human Resources
152. Fill out the employee information in the Personal Data Tab
Please note the fields with the yellow background are mandatory
153. Fill out the employee information in the Class and Status Tab
Please note the fields with the yellow background are mandatory
154. Click Save and the new employee will be added to ACS.
Please note you can now add all information pertaining to Earnings, Taxes, EFT,
Communications, Emergency Contacts, Doc. Tracking, Credentials, and Notes.
156. This tutorial is to show you how to block off dates at a company wide level. This is mostly
applicable to holidays, or days you do not allow clinical schedules to take place.
To do so, Find and open the Maintenance Module
157. Go to Tables Maintenance and then double click on Holiday Settings
158. Click Add (a new line will open)
type the date and description
159. To Save the record, click another cell on the grid, or add a new row (as in the previous
step)
Then close the window
160. This tutorial is to show you how to block off dates or times based on the restrictions
provided at the Funding Source level. This is mostly applicable to holidays, or days you do
not allow clinical schedules to take place.
To do so, Find and open the Funding Source Module and find the Funding Source for
which you want to apply date restrictions
You can find a Funding Source by:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
162. If you have ongoing restrictions, for example:
Services are not allowed on Saturdays or Sundays after 12 noon, then go to
Hours and Availability and enter the start and end times of the allowed time to work
163. If you have exceptional date restrictions, for example:
Services are not allowed on January first,
then go to Holidays
164. Click Add, and type the date of the day NOT allowed time to work
The field Description is optional
When you are done, click Save
166. Find the Consumer Module and then find an existing Client
You can find a Client by going to the Consumers module and:
A. Typing the name or the ID (selection will narrow as you type ahead),
B. Move up or down the list using arrows, or
C. Scroll through the list using the scroll bar
Then, click Quick Schedule
167. Select the authorization you wish to create an appointment for
(the days available for the client will automatically populate in the next screen)
168. Select the day you wish to create an appointment for
(the employees available for that day will automatically populate on the next screen)
169. Select the employee you wish to assign for the appointment
Please note the % column indicates what percentage of the employee’s available time
matches the client’s available time
170. Review the details, edit if necessary, and then click Create Appointment
You will receive a confirmation message once the appointment is created