Consumer Satisfaction - Manager/BHSD/MCO

Manage Accounts

From the Home screen:

1. Click the Manage Accounts tab.

2. CSS users are displayed

Open

To Add a New Account

1. Click Add a New Account.

2. New User form is displayed.
   
   

   Open

   

    

3. Enter a Title (optional).

4. Enter a First Name.

5. Enter a Last Name.

6. Enter a Middle Name (optional).

7. Enter a Phone number (optional).

8. Enter an Email Account.

9. Profile option will be pre-selected.  No other options are available.

10. Select a Training Date.

11. Select a Group.

12. Check Speak Spanish option if the CSS User speaks Spanish.

13. Enter a Password.

14. Re-Type Password.

15. Click Save.

You will need to send the newly-created user his/her credentials.  After successfully logging in for the first time, the system will prompt the user to change his/her password.

 To Edit an Account:

1. Click Edit next to the desired account.

2. Edit the desired field(s).

3. Click Save.

You will need to notify the user of any changes made to his/her account.

Reports

From the Home screen:

1. Click Reports.

2. Reports screen is displayed.

Activity Report:

1. Click Age Group drop-down and click All, Adult, or Caregiver.

2. Click Get By drop-down and click Entity or Surveyor.

3. Click Get Report.

4. The report is displayed.

Tip: You can rerun the report with new criteria by clicking the drop-downs to make your selections and then clicking Run Report.

Call Time Report:

1. Click Reports.

2. Click Age Group drop-down and click All, Adult, or Caregiver.

3. Click Get Report.

4. The report is displayed.

Tip: You can rerun the report with new criteria by clicking the drop-down to make your selection and then clicking Run Report.

Doman Scores, Demographic Report, and URS Tables:

1. Click Reports.

2. Click drop-downs and make selections for the report.

3. Click Get Report.

Export Survey

From the Home screen:

1. Click Exports.

2. The export screen is displayed.

Export Call Activity Detail:

1.  Click Age Group drop-down and click All, Adult, or Caregiver.

2. Click Export.
   
   

3. The system displays a download window.

4. Click Open or Save.

Export Adult or Family Surveys

1. Click Export.
   
   

2. The system displays a download window.

3. Click Open or Save.

Questions

For any questions, email support@fallingcolors.com