Viewing User Profile for: brianp
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Joined: 08-01-2002 04:17 PM
Last Login: 12-04-2019 03:05 PM
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 Post Statistics
brianp has contributed to 1,195 out of 7,475 total posts (15.99% of total).
Most Recent Posts:
Re: cine loop feature on sonogram 9/17/2018 12:28:53 PM   (Total replies: 1)
Hi memrie, The pause / playback buttons on all browsers we tested with are displayed at the bottom of the video. We support all major modern browsers including Microsoft Edge, Google Chrome, Firefox and Safari (on mac, tablet, phone). What browser are you using? Each browser has it's on inline video player. I suggest you try using a different browser and see if it that helps. If you still have issues, we might need more details including a screenshot of the issue. I recommend you ...

Re: Make File ID # Visible in Physician Sign Off 11/14/2018 9:00:53 AM   (Total replies: 0)
Hi Melbourne, We'll add client FileID to the physician review form in our next update...due in about a month. Thanks for the feedback!

Re: Donor Management Report Summaries 1/22/2005 8:18:57 AM   (Total replies: 2)
Hi Tracy, In a future version, we will be adding a Donations statistics report that will show donation totals by event and by month. You will also be able to drill down on the monthly totals to view donor details. Drill down will work similar to the statistics in Client Management. Does this sound like it is what you need? For now, try exporting the results from the Donations report to excel and sum on the amount column to get a total for the period you specified. Hope that helps. ...

Re: Donor Management Report Summaries 4/11/2005 4:46:20 PM   (Total replies: 2)
thanks for the great explanation. i really appreciate it! we will look into enhancing the statistics so you can "drill-down" on the month column in the statistics to view the weekly and daily totals. i can't commit on a release date, by just want you to know it is something we are working on. thanks. again!

Re: Missing Staff/Volunteer names under activity 4/20/2019 1:46:08 PM   (Total replies: 0)
Hi HeatherSmith, Check the audit tab under the client file. Any changes to the activity forms (and client file) will show there. Also, feel free to give us a call next week. We'd be happy to look into the issue with you. But I can tell you nothing has changed in the software that would cause you to lose your staff info associated to the client forms...

Re: case stats/reports 6/13/2019 11:42:22 AM   (Total replies: 0)
Hello NurseNelson! Try running the Case Status report and sort by Case# in descending order. (Click the case# column). All clients with Case Number > 1 have multiple cases. You can also export to excel to de-duplicate the list. If you're not sure how to do that, please call your account manager. They call walk you through that step. Hope that helps!

Re: Mobile Intake 5/14/2019 12:02:59 PM   (Total replies: 0)
Hello Monicamh, Yes, you should see an announcement regarding a release date within the next week or two. Sorry for the delay, but we've made several enhancements based on customer feedback over the last 2-3 months. Including the ability to customize intake forms by removing questions and making other question required. If you'd like to get an early preview, give us a call. We'd be happy to do a demo. Thanks!

Re: Mobile Intake on Site 7/15/2019 7:36:46 PM   (Total replies: 0)
Kiosk mode requires an additional level of security on the tablet (since it's shared). You should *not* use qr code. Please see the "About Mobile Intake Application" in the online help for details using kiosk mode. Hope that helps!

Re: Mobile Intake - Printing Client Forms 7/24/2019 6:11:29 PM   (Total replies: 1)
Dear adcantrell, The primary goal of the mobile forms is to help you go paperless. Once the forms are returned, you review the data in the Quick Form by clicking the "Start Intake" button (don't forget to select a case to apply the forms to). So your workflow should be... 1-Center send forms to client 2-Client completes and returns forms via Mobile Intake application. 3-Under Office/Mobile Intake inbox, expand row of returned form and click Start Intake 4-This opens the Quick Form ...

Re: Mobile Intake - Printing Client Forms 7/25/2019 10:43:28 AM   (Total replies: 0)
The Mobile Intake app is designed for phones and ipads. the screen should not be cut off. Are you sure your in the Mobile Intake app?

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