Administration

Basic Settings

• Organization Settings

Condition Defaults

• Preset Default Conditions
• Custom Condition Defaults (Function Analysis Conditions)
• Edit or Delete Condition Defaults

Curriculum Libraries

• What is a Curriculum Library?
• Create a Curriculum Library
• Populate Curriculum Library Manually
• Import Curriculum Library via Excel
• Common Curriculum Library Import Errors

Custom Student Fields

• What are Custom Student Fields?
• Create a Custom Student Field
• Edit or Delete a Custom Student Field

Devices

• View Registered Device Information

Form Builder

• Create & Build Forms
• Edit or Delete Form Fields
• Preview a Form

Image Library

• Add & Delete Images

Maintenance Levels

• Maintenance Levels: Create, Edit, Delete or Run

Prompt Code Defaults

• Create Custom Prompt Code
• Edit or Delete a Prompt Code

Reports & Reporting Beta

• Administration Reports

Security Groups

• What is a Security Group?
• Create a Security Group
• Security Rights Glossary
• Security Group: Edit Rights
• Add or Edit Security Group Members
• Delete Security Groups

Sites

• What are Sites?
• Create a Site
• Change Student Site Assignment
• Add or Remove Users for a Site
• Edit Sites

SOAP Notes

• SOAP Notes
• Use SOAP Notes Default Setting
• Allow Parents/Guardians to Sign SOAP Notes
• SOAP Note Header
• Bulk Enable & Disable SOAP Notes - Admin
• Create SOAP Note Template

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Students

• View Student Status - Active/Inactive
• Deactivate or Reactivate a Student (Licenses Video)
• Create a Student
• Edit Student Details
• Import or Export Student Programming via Admin Section

Subscriptions & Licensing

• Inactive Students Read-Only Access
• (NEW) Catalyst Invoice
• Student Licenses: Add (Activate) or Remove (Deactivate)
• Catalyst Invoice
• Account Information
• View or Update Payment Methods

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Users

• Create a User
• Users: Edit, Deactivate, or Reactivate