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Click Take Action.
Click File Type drop-down and click file type.
Click Browse and find the file on your PC.
Click Submit File.
Records accepted/unaccepted are is displayed below.
Click the Errors (if indicated) to see any errored records.
Make the necessary corrections to the records and re-submit the file.
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Tip: Attendance Updates should be completed on a regular basis by Providers to insure ensure that reschedules and no-shows can be recorded and reported for the Treat First program.
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Click Take Action under Attendance Update.
Individuals requiring an attendance update will be displayed.
Click the Status Update drop-down and click status.
Click Update for the client.
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Click Take Action under Individuals with No Visits.
Individuals registered but with no visits will be displayed.
Click a Client ID.
Client Dashboard is displayed
Reports:
From the Home screen:
Click Click the Run Report drop-down and click report.
Click/Select Report Criteria.
Click Run Report.
Report details are displayed.