Tip: This screen can be viewed at any time by clicking Programs in the upper right corner of the screen or by clicking the program on the left navigation.
Tip: Items requiring action are displayed with an Icon listing the # of items for each Tracking Item and the Take Action button is displayed.
Data Uploads:
From the Home screen:
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 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.
Attendance Updates:
Tip: Attendance Updates should be completed on a regular basis by Providers to ensure that reschedules and no-shows can be recorded and reported for the Treat First program.
From the Home screen:
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.
Individuals with No Visits:
From the Home screen:
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 the Run Report drop-down and click report.
Click/Select Report Criteria.
Click Run Report.
Report details are displayed.