2.2 - ***For US Users ONLY***

Owned by Stephanie McLean (Unlicensed)
Last updated: 18 Dec, 2020
3 min read

 

Client Intake  

Preferred Client Search


 

You can now select if you want your main client search to by by client information or CSFP ID. Change your user profile preferences to set this setting. 

  1. You can access your profile two ways:

    1. Click on the "Profile" button underneath the date on the left sidebar. 

    2. Click on your name on the top right of the page; click on "Profile".


  2. Locate the "Preferred quick search" section. Choose from the drop-down list what search option you would prefer when searching for a client's profile.
  3. Click on the "Save"  button to save changes or "Cancel"  to discard the changes.

Reports

CSFP: Ethnicity Report (Unique) 

This report shows a table and two sets of graphs. It reports on ethnicities of clients served during the reporting period. See /wiki/spaces/UserManual/pages/25756005 for more information on how to create this report.

Table

  • The light blue heading represents the title of the section that was chosen to be reported on.
  • The dark blue heading describes the section. 
  • The list items appear on the leftmost column and the totals for each organization are listed in sequential columns. 
  • The rightmost column will be the total of all columns combined

Graph

The first set of graphs show a report between Hispanic/Latino clients and Non-Hispanic/Latino Clients

The second set reports on all ethnicities.

CSFP: Ethnicity Report (Duplicated)

 

This report shows a table and two sets of graphs. It reports on ethnicities of clients served during the reporting period. See /wiki/spaces/UserManual/pages/25756049 for more information on how to create this report.

Table


Graph

The first set of graphs show a report between Hispanic/Latino clients and Non-Hispanic/Latino Clients

The second set reports on all ethnicities.

Permissions

Please note that since these are new reports, you will have to go to your User profile in order to grant yourself access to run them. Please refer to /wiki/spaces/UserManual/pages/10190993 for instructions on how to do this.

Administration

Optional eSignature Canvas Open Full Screen

When recording eSignatures, "Sign On Screen" is an option. When selected, a blank screen usually appears to cover the entire page. An option is now available to have a small white box on the screen for an eSignature instead. To make this change, go to Organizations, then find your Distribution Network. Click on the "Edit" icon beside it and scroll down to "Use e sig canvas fullscreen". It's selected "Yes" by default. Change it to "No" and save your changes.