Administration Section

Basic Settings

• Basic Settings

Condition Defaults

• Preset Default Conditions
• Create a Custom Condition Default
• 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

Prompt Code Defaults

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

Security Groups

• What is a Security Group?
• Create a Security Group
• Security Rights Glossary
• Edit Security Group 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

• Bulk Enable & Disable SOAP Notes - Admin
• Create SOAP Note Template
• SOAP Note Glossary
• Edit or Delete SOAP Note Fields
• Duplicate SOAP Note Template
• Delete SOAP Note Template

Students

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

Subscriptions & Licensing

• Activate Student License
• Upgrade Catalyst from In Trial to Active
• Account Information
• View or Update Payment Methods
• View Account Invoices

Users

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