Medversant Client Portal User Guide

Size: px
Start display at page:

Download "Medversant Client Portal User Guide"

Transcription

1 Medversant Client Portal User Guide THE ONLINE, CENTRALIZED PORTAL CREATED EXCLUSIVELY FOR MEDVERSANT S CLIENTS TO STREAMLINE DATA ACCESS AND INCREASE PROCESS TRANSPARENCY. Version 2.0

2 System Requirements OS: Windows XP, Vista, and 7; MAC OSX Internet Browser: Internet Explorer Firefox New Users - Request a Client Portal Account 1. If you require a Client Portal account, please contact your organization s Client Portal user who has been designated as a Client Portal System Administrator. This user will assign you a Username and temporary password for initial login. Returning Users Log in to Your Client Portal Account 1. Visit 2. Enter your username and password and click the Login button. Version 2.0 2

3 Important: Your Username is the address used to create your account and must be entered as a complete address to properly log in (Example: JohnDoe@gmail.com). Important: Each username/ address must be unique and may only be used for one Client Portal account. Request Your Forgotten or Lost Password 1. Visit 2. Click the Forgot Password link toward the bottom of the screen. 3. Enter the address associated with your account and click the Retrieve button. Version 2.0 3

4 4. Select the Security Question, fill in the answer. 5. Enter and confirm your new password, click the Submit button, and follow the on-screen instructions to log in to your Client Portal account. Version 2.0 4

5 6. You will be taken back to the Login Screen and enter your UserName ( address) and your updated password. Version 2.0 5

6 Data Access: Search by Query Please note: Not all functionalities are applicable to all clients features are available based on client preference and request. If you have any questions about your organization s access to the following features, please contact your organization s designated Client Portal System Administrator 1. From the Data Access tab, click the Search by Query link at the top of the screen. 2. On the left-hand side, choose the Search by Query method you wish to use: Simple Search: The user can search all client-specific provider data using limited fields to include: Provider First Name, Provider Last Name, and Provider Practice Type. Version 2.0 6

7 Advance Search: The user can search all client-specific provider data using expanded information fields. More ways to do a detailed search. Version 2.0 7

8 3. Enter data into the applicable information fields and click the blue Submit button to initiate your search. Don t just hit the enter key on your keyboard but click on the Submit button. Your results will generate and may be re-ordered by clicking on the blue column headers and the results will resort themselves numerically or alphabetically. 4. A large return of results will create pages of found providers. You will be shown the number of pages created and the number of providers found from your search. You can change the page results size from in a single view. You can also use the yellow navigation arrows to move between pages. Version 2.0 8

9 5. To download data or documents, click the checkbox next to the appropriate provider records and click the Download Data or Download Documents link. Choose the file format you prefer from the pop-up that appears. 6. Download Data Download data files by clicking on the Download Data link and then selecting the preferred data type: XML or CVS file delimited by either comma, semicolon or pipe. The selected data file will be downloaded. 7. Download Documents Download documents by clicking on the green Download Documents link and the selected files will be downloaded in a zipped file. Check the bottom of your browser for the file. Your Version 2.0 9

10 particular browser may download files in a different way. Data Access: Search by List Please note: Not all functionalities are applicable to all clients features are available based on client preference and request. If you have any questions about your organization s access to the following features, please contact your organization s designated Client Portal System Administrator 1. From the Data Access tab, click the Search by List link at the top of the screen to search all clientspecific provider data in bulk by searching a.csv file uploaded for searching. Important: This search option is valuable to users who have a pre-determined set of records requiring querying. Click the Choose File button to find your.csv file and then click the blue Submit button to load. Version

11 2. Upload your pre-determined list of records requiring querying. You will be creating this list. The CSV should contain the columns in this order, use all columns listed in the image below. If you don t have the data for each column just leave it blank. Important: The uploaded file must be in a CSV (comma delimited) format with a maximum of 200 rows of data including the header row. Below are a sample CSV (comma delimited) file and sample metadata: Metadata for Sample CSV File: Column Name Provider_First_Name Provider_Last_Name Degree Gender Date_of_Birth Optionality (R-required, O-optional, C-conditional) Comment R R O O R SSN C Not required if NPI is present NPI C Not required if SSN is present 3. Your results will generate and will be sorted into two clickable tabs Record Found and Not Found. The Record Found tab includes those records that were found within Medversant s database, based on the search criteria offered within the uploaded file. Important: If you wish to view the file you uploaded, please click on the Preview File link at the top of the screen. 4. Your results will generate and may be re-ordered by clicking on the blue column headers and the results will resort themselves numerically or alphabetically. Version

12 5. Download Data Download data files by clicking on the Download Data link and then selecting the preferred data type: XML or CVS file delimited by either comma, semicolon or pipe. The selected data file will be downloaded. 6. Download Documents a. Download documents by clicking on the green Download Documents link and the selected files will be downloaded in a zipped file. Check the bottom of your browser for the file. Your particular browser may download files in a different way. Version

13 DATA ACCESS: REQUEST HISTORY (Re-Download of Previously Accessed Data) Please note: Not all functionalities are applicable to all clients features are available based on client preference and request. If you have any questions about your organization s access to the following features, please contact your organization s designated Client Portal System Administrator 1. From the Data Access tab, click the Request History link at the top of the screen to search all clientspecific provider data in bulk. IMPORTANT: This feature allows users to re-download a provider data file that has previously been downloaded. 2. All previously downloaded provider data files will be listed click on the Download link in the Re- Download column corresponding to the file(s) you wish to re-download. Version

14 REPORTS This section of the User Guide applies to Report generation. Mostly referring to the Practitioner Affiliations history. Other report types may be available. 1. Click on the Reports Tab at the top right of the Client Portal page. 2. This will take you to the Reports section of Client Portal. (Premera is used only as an example) 1. On the left-hand side is the Report search area: Note not all groups have multiple report types. a. Client Name Your Organization b. Report Type defaults to the Affiliation Report but other types may be listed here. c. Report Date Select the date range here for filtered content. d. Click on the blue Search button to generate the reports. e. Results are displayed on the right. f. Click on the report link that you wish to download. Version

15 ADMINISTRATORS ONLY USER MANAGEMENT This section of the User Guide applies only to those users who have been designated as their organization s Client Portal System Administrator. As the Client Portal System Administrator, these users will be charged with managing their organization s users, including assigning usernames, temporary passwords for new accounts, and roles and permissions. 1. Click on the Users tab at the top of the screen. Then click on the Users tab next to the Profile tab. s Version

16 CREATE A USER 2. Fill out the User Creation Form. Check Client name. First and Last Name Role sets the level of account access for the user. Client Staff can search for records and download data. Client Admin same as Staff but can also create and edit users. Address This will be used for the UserName login. Password and Confirm password. Checkbox to require Security Question on the first/initial login. 3. Click the blue Save button to create the user record. You will get a confirmation on the page. 4. You will notice on the upper right, a small icon. Click that icon to see the list of Users for your organization. Version

17 (Premera is used only as an example) 5. Client Portal User Listing Search Text field You can enter the first or last name of a User to find their record. Be sure to click on the Search button and not just hit enter on the keyboard. Below the Search Text field, you will see the listing of accounts created for your organization. Displayed are: Client Name Your Organization User Name address of user Name Name of user Role Level of account access granted. Status Active or Inactive Is Locked Account status can be locked due to excessive wrong password attempts. Icon for editing the user record paper with pencil icon can edit the user record. Icon for making account inactive Stop sign icon makes in the account inactive. IMPORTANT: The address listed for the user will function as that user s username for login. Please note that each user must have a unique address/username. IMPORTANT: When assigning the user s role, please note that there are two (2) user roles currently available within Version

18 If You Need Further Assistance If you have any additional questions, please click on the Contact Us link in the footer of any page to submit requests for further assistance. Version

Table of Contents. Navigate the Management Menu. 911 Management Page

Table of Contents. Navigate the Management Menu. 911 Management Page ucontrol Managing 911 Information Important note regarding 911 service: VoIP 911 service has certain limitations relative to Enhanced 911 service that is available on most traditional telephone service.

More information

Obtaining a login and password to the Online Application

Obtaining a login and password to the Online Application Obtaining a login and password to the Online Application You should have received a password to the online application from Regional Credentialing. If you ve forgotten your password, please contact us.

More information

Sponsor Documentation

Sponsor Documentation CHAPTER 17 This chapter provides user documentation for sponsor users who create guest accounts. It contains the following sections: Introduction to Cisco NAC Guest Server Connecting to the Cisco NAC Guest

More information

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0 GSA QMAC TransPort Integrator Service Transportation Service Provider (TSP) TransPort Integrator User Guide Version 3.0 Change Log Version # Date of Change Section Description of Change Changed By 1.0

More information

Employee User s Guide

Employee User s Guide User Guide 1 12612 Challenger Parkway Suite 300 Orlando, FL 32826 www.ivisitor.com Employee User s Guide INTRODUCTION The instructions and information contained in this document outline the steps necessary

More information

Registration and account management. NPDA User Guide: How to register to use the NPDA data capture system

Registration and account management. NPDA User Guide: How to register to use the NPDA data capture system NPDA User Guide: How to register to use the NPDA data capture system Register an account on the system PLEASE NOTE: If you have already registered to submit data to the NPDA in 2017, your login details

More information

USER GUIDE WASHINGTON ACCESS

USER GUIDE WASHINGTON ACCESS edirect USER GUIDE WASHINGTON ACCESS to INSTRUCTION and MEASUREMENT (WA-AIM) Spring 2018 Administration Produced by Data Recognition Corporation (DRC) 13490 Bass Lake Road Maple Grove, MN 55311 Direct:

More information

Connecture Platform Manager

Connecture Platform Manager Connecture Platform Manager 1 P a g e Table of Contents Connecture Platform Manager... 1 Introduction to the Connecture Platform Manager... 3 Getting Started... 3 Login... 3 Dashboard... 3 Connecture Application

More information

Guide for Initial StrataSync Setup for new users and admins

Guide for Initial StrataSync Setup for new users and admins 1 Guide for Initial StrataSync Setup for new users and admins This guide is intended to assist the StrataSync administrator or user in the initial set up and configuration of their StrataSync account.

More information

KIAS - Kansas Integrated Accountability System

KIAS - Kansas Integrated Accountability System Quick Start Guide for LEA Users Discipline Data Collection 2018 Leader Services Introduction This document will explain how LEAs can use the Kansas Integrated Accountability System (KIAS) to complete the

More information

SelectSurveyASP Advanced User Manual

SelectSurveyASP Advanced User Manual SelectSurveyASP Advanced User Manual Creating Surveys 2 Designing Surveys 2 Templates 3 Libraries 4 Item Types 4 Scored Surveys 5 Page Conditions 5 Piping Answers 6 Previewing Surveys 7 Managing Surveys

More information

This job aid will show Portal Administrators and users how to perform self-serve tasks for their account.

This job aid will show Portal Administrators and users how to perform self-serve tasks for their account. Self-Serve for Users Background As a user of the Loblaw Vendor Portal, you can self-administer your account, which includes updating your security questions, changing your password, updating your phone

More information

Armatus 2.0 Administrator Procedures

Armatus 2.0 Administrator Procedures 2015 Armatus 2.0 Administrator Procedures Praesidium 2015. All rights reserved. Armatus 2.0 Administrator Procedures Overview Introduction This guide shows you how to perform tasks in Armatus 2.0 Administrator

More information

Specialty Contractor User Manual. Table of Contents. Specialty Contractor User Manual Version 1 11/16/15

Specialty Contractor User Manual. Table of Contents. Specialty Contractor User Manual Version 1 11/16/15 Specialty Contractor User Manual Welcome to the C3 Training Database for Construction Career Collaborative! This software is where you keep track of your employees' training and safety credentials, project

More information

A. Getting Started About e-access Enrolling in e-access: Authenticating your account Login... 5

A. Getting Started About e-access Enrolling in e-access: Authenticating your account Login... 5 Contents A. Getting Started... 3 1. About e-access... 3 2. Enrolling in e-access:... 3 3. Authenticating your account... 5 4. Login... 5 B. Fix a Problem... 6 1. Provided the wrong email address during

More information

Login: Quick Guide for Qualtrics May 2018 Training:

Login:   Quick Guide for Qualtrics May 2018 Training: Qualtrics Basics Creating a New Qualtrics Account Note: Anyone with a Purdue career account can create a Qualtrics account. 1. In a Web browser, navigate to purdue.qualtrics.com. 2. Enter your Purdue Career

More information

User s Guide. (Virtual Terminal Edition)

User s Guide. (Virtual Terminal Edition) User s Guide (Virtual Terminal Edition) Table of Contents Home Page... 4 Receivables Summary... 4 Past 30 Day Payment Summary... 4 Last 10 Customer Transactions... 4 View Payment Information... 4 Customers

More information

DRC INSIGHT Portal User Guide TerraNova Christian School Program Online Enrollment for Machine Scoring & Student File Upload

DRC INSIGHT Portal User Guide TerraNova Christian School Program Online Enrollment for Machine Scoring & Student File Upload DRC INSIGHT Portal User Guide TerraNova Christian School Program Online Enrollment for Machine Scoring & Student File Upload Data Recognition Corporation (DRC) 13490 Bass Lake Road Maple Grove, MN 55311

More information

Electronic Committees (ecommittees) Frequently Asked Questions v1.0

Electronic Committees (ecommittees) Frequently Asked Questions v1.0 3 Electronic Committees (ecommittees) Frequently Asked Questions v1.0 SABS 2012-12-06 Table of Contents 1 Contents 1 Login and access... 3 1.1 How to access the ecommittee workspace... 3 1.1.1 Via the

More information

GMRT Data Import. 3. When you have finished adding data to the template, click File, and then click Save As

GMRT Data Import. 3. When you have finished adding data to the template, click File, and then click Save As GMRT Data Import The three (3) GMRT Import file templates are located on the Welcome page as well as under the Locations, Staff and Student tabs respectively. Creating Location, Staff, and/or Student Files

More information

WAM!NET Submission Icons. Help Guide. March 2015

WAM!NET Submission Icons. Help Guide. March 2015 WAM!NET Submission Icons Help Guide March 2015 Document Contents 1 Introduction...2 1.1 Submission Option Resource...2 1.2 Submission Icon Type...3 1.2.1 Authenticated Submission Icons...3 1.2.2 Anonymous

More information

Industry Access Portal User Manual

Industry Access Portal User Manual User Manual L o u i s i a n a D e p a r t m e n t o f I n s u r a n c e Table of Contents Industry Users... 4 Register for Industry Access... 4 Sign Up... 5 Search for an Industry Access Account Administrator...

More information

Secure Transfer Site (STS) User Manual

Secure Transfer Site (STS) User Manual Secure Transfer Site (STS) User Manual (Revised 3/1/12) Table of Contents Basic System Display Information... 3 Command Buttons with Text... 3 Data Entry Boxes Required / Enabled... 3 Connecting to the

More information

EFS Account Administrator Manual

EFS Account Administrator Manual EFS Account Administrator Manual Table of Contents Click any line in the Table of Contents to jump to that page Screen Overview...1 Administrator Login...2 Passwords / Forgotten Passwords...2 Welcome Screen...3

More information

Broadband internet connection ipad, Android tablet, Windows Surface RT or Pro, Chromebook Safari, Google Chrome, Microsoft Edge, Mozilla Firefox

Broadband internet connection ipad, Android tablet, Windows Surface RT or Pro, Chromebook Safari, Google Chrome, Microsoft Edge, Mozilla Firefox TABLE OF CONTENTS OVERVIEW... 3 SYSTEM REQUIREMENTS... 3 INSTALLATION... 4 LOGGING INTO THE SOFTWARE... 4 STUDENT PASSWORDS... 5 TEACHER PASSWORDS... 5 GETTING YOUR STUDENTS STARTED... 6 OPEN LOGIN...

More information

C3 Training Database Specialty Contractor User Manual 1/23/2017

C3 Training Database Specialty Contractor User Manual 1/23/2017 C3 Training Database Specialty Contractor User Manual 1/23/2017 Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! The training database will help you keep track

More information

Administrator Quick Guide

Administrator Quick Guide 1 Administrator Quick Guide Login Screen The first page employees will see when visiting their training site is the login screen. This is where employees must enter their username and password to access

More information

Dallas Independent School District Elementary Scheduling Training for CRC s

Dallas Independent School District Elementary Scheduling Training for CRC s Dallas Independent School District Elementary Scheduling Training for CRC s October 23, 2017 Table of Contents Intro to PowerSchool... 1 PowerSchool Access... 1 Logging In... 2 Browser Support... 3 Windows

More information

DRC INSIGHT Portal User Guide TerraNova Christian School Program Online Enrollment for Machine Scoring & Student File Upload

DRC INSIGHT Portal User Guide TerraNova Christian School Program Online Enrollment for Machine Scoring & Student File Upload DRC INSIGHT Portal User Guide TerraNova Christian School Program Online Enrollment for Machine Scoring & Student File Upload Data Recognition Corporation (DRC) 13490 Bass Lake Road Maple Grove, MN 55311

More information

Network Rail Brand Hub USER GUIDE

Network Rail Brand Hub USER GUIDE Network Rail Brand Hub USER GUIDE The Brand Hub Using keywords, visual thumbnails and a more upto-date online interface, the new Brand Hub will make searching, browsing and downloading images, templates

More information

All Native Inc Customer Web Portal

All Native Inc Customer Web Portal All Native Inc Customer Web Portal Page 1 of 10 esupport Login Page (See screen shot below) Login Page: The login page is where you log into the web portal using your provided User ID and Password. If

More information

Office 365 Business and Office 365 Pro Plus Deployment Guide V 1.0

Office 365 Business and Office 365 Pro Plus Deployment Guide V 1.0 Office 365 Business and Office 365 Pro Plus Deployment Guide Table of Contents 1. Provisioning Office 365... 1 1.1 Operating system requirements... 1 1.2 Browser requirements Administration Centre and

More information

TransUnion Healthcare Solutions Portal User Guide

TransUnion Healthcare Solutions Portal User Guide TransUnion Healthcare Solutions Portal User Guide HSP.transunion.com February 16, 2018 Version 2.30 2017 TransUnion LLC All Rights Reserved No part of this publication may be reproduced or distributed

More information

PowerSchool Student and Parent Portal User Guide. https://powerschool.gpcsd.ca/public

PowerSchool Student and Parent Portal User Guide. https://powerschool.gpcsd.ca/public PowerSchool Student and Parent Portal User Guide https://powerschool.gpcsd.ca/public Released June 2017 Document Owner: Documentation Services This edition applies to Release 11.x of the PowerSchool software

More information

User Manual. perfectionlearning.com/technical-support

User Manual. perfectionlearning.com/technical-support User Manual perfectionlearning.com/technical-support 1 User Manual Accessing Math X... 3 Login... 3 Forgotten Password... 3 Navigation Menu... 4 Logout... 4 Admin... 5 Creating Classes and Students...

More information

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Version 1.0 February 9, 2017 Version 1.0 TABLE OF CONTENTS 1.0 Getting Started... 1 1.1 Access to the Internet...

More information

Bell County. E-Discovery Portal. Training Guide. 1/8/2014 Version 1.0

Bell County. E-Discovery Portal. Training Guide. 1/8/2014 Version 1.0 Bell County E-Discovery Portal Training Guide 1/8/2014 Version 1.0 The E-Discovery portal has been developed to provide the District Attorney s Office with the ability to electronically upload discoverable

More information

User Guide. RACER Date 09/29/17

User Guide. RACER Date 09/29/17 User Guide RACER Date 09/29/17 1 Table of Contents Table of Contents... 2 RACER... 4 Home Page...5 RACER Requester... 6 Basic Information...6 Location Information...7 Change Information...8 Review and

More information

for Business User Guide

for Business User Guide for Business User Guide MyAccount for Business Getting Started How to register for MyAccount for Business: MTS MyAccount for Business lets you manage your MTS wireless accounts and services online with

More information

Educator Portal: Creating a Practice Formative Test Session

Educator Portal: Creating a Practice Formative Test Session Educator Portal: Creating a Practice Formative Test Session Revision Date: March 6, 2014 Table of Contents About the Educator Portal... 1 Required Software... 1 Logging Into Educator Portal... 2 Resetting

More information

MessagePro USER GUIDE MessagePro. (813) MessagePro.com

MessagePro USER GUIDE MessagePro. (813) MessagePro.com MessagePro USER GUIDE 2017 (813) 607-6767 MessagePro.com MessagePro Table of Contents Administrator Set Up... 3 User Introduction... 13 Getting Started... 13 Getting Familiar With MessagePro... 14 Importing

More information

Adding and Editing Chapter and Adviser Information Logging in for the first time (Existing chapters)... 2

Adding and Editing Chapter and Adviser Information Logging in for the first time (Existing chapters)... 2 Chapter Advisers CONTENTS Adding and Editing Chapter and Adviser Information... 2 Logging in for the first time (Existing chapters)... 2 How to edit a chapter s information:... 2 How to view all chapter

More information

S2 NetBox v4.8 Basic End-User Admin Training

S2 NetBox v4.8 Basic End-User Admin Training S2 NetBox v4.8 Basic End-User Admin Training 4/8/16 S2 Security 1 Table of Contents Introduction... 3 Log into your NetBox System... 3 Person Records... 5 Accessing Person Records... 5 Content of a Person

More information

22 August 2018 NETOP REMOTE CONTROL PORTAL USER S GUIDE

22 August 2018 NETOP REMOTE CONTROL PORTAL USER S GUIDE 22 August 2018 NETOP REMOTE CONTROL PORTAL USER S GUIDE CONTENTS 1 Overview... 3 1.1 Netop Remote Control Portal... 3 1.2 Technical Requirements... 3 2 General... 4 2.1 Authentication... 4 2.1.1 Forgot

More information

PowerTeacher Administrator User Guide. PowerTeacher Gradebook

PowerTeacher Administrator User Guide. PowerTeacher Gradebook PowerTeacher Gradebook Released June 2011 Document Owner: Documentation Services This edition applies to Release 2.3 of the PowerTeacher Gradebook software and to all subsequent releases and modifications

More information

Ektron Advanced. Learning Objectives. Getting Started

Ektron Advanced. Learning Objectives. Getting Started Ektron Advanced 1 Learning Objectives This workshop introduces you beyond the basics of Ektron, the USF web content management system that is being used to modify department web pages. This workshop focuses

More information

School Specialty New Release Manual

School Specialty New Release Manual School Specialty New Release Manual Version 11.1 Table of Contents: Registration Entering Orders Search Options Search by Catalog Number Search by Keyword Digital Catalogs Upload File Add to Shopping List

More information

HOTDOCS DOCUMENT SERVICES

HOTDOCS DOCUMENT SERVICES HotDocs Document Services ~ February 2012 Page 1 HOTDOCS DOCUMENT SERVICES Getting Started in the Cloud AT A GLANCE Sign up for HotDocs Document Services Receive contract order confirmation email Install

More information

County Pool Application ANDAR INSTRUCTIONS MANUAL. LINK TO ANDAR SIGN ON PAGE:

County Pool Application ANDAR INSTRUCTIONS MANUAL. LINK TO ANDAR SIGN ON PAGE: 2018-2019 County Pool Application ANDAR INSTRUCTIONS MANUAL LINK TO ANDAR SIGN ON PAGE: https://epledge.unitedwayatlanta.org/begin.jsp TABLE OF CONTENTS 1. Welcome and What is ANDAR? 2 2. Helpful tips

More information

Navigate to Cognos Cognos Analytics supports all browsers with the exception of Microsoft Edge.

Navigate to Cognos Cognos Analytics supports all browsers with the exception of Microsoft Edge. IBM Cognos Analytics Create a List The following instructions cover how to create a list report in IBM Cognos Analytics. A list is a report type in Cognos that displays a series of data columns listing

More information

SC Common Reporting (ComRep) Portal User Manual

SC Common Reporting (ComRep) Portal User Manual SC Common Reporting (ComRep) Portal User Manual 1 Contents Page 1. Introduction 1.1 Overview of ComRep portal: brief overview and explanation on ComRep objectives, features and user roles. 3 2. Get Started

More information

BBVA Compass Spend Net Payables

BBVA Compass Spend Net Payables User Guide BBVA Compass Spend Net Payables User Guide Vault Services Table of Contents Introduction 2 Technical Requirements 2 Getting started 3 Sign In 3 General Navigation 4 Upload/Create Payment 5

More information

Table of Contents. 2 P a g e A I M Q U I C K R E F E R E N C E G U I D E

Table of Contents. 2 P a g e A I M Q U I C K R E F E R E N C E G U I D E May 2017 Table of Contents Introduction... 3 Accessing the My ARKIVE Portal... 3 The Dashboard... 4 Accessing AIM... 4 Searching/Filtering Inventory... 5 Adding New Inventory. 9 Work Orders... 11 Adding

More information

Provider Portal Administration Guide

Provider Portal Administration Guide Provider Portal Administration Guide Revision Date: 7/22/2011 Table of Contents Table of Contents Introduction... 3 User Accounts Overview... 3 Tier Structure... 3 Security Roles... 4 Guide Conventions...

More information

PearsonAccess Next User Accounts Guide

PearsonAccess Next User Accounts Guide PearsonAccess Next User Accounts Guide Overview... 2 Creating New Accounts... 2 Reviewing Staff Accounts... 2 Access to Results... 2 Training Management System (TMS)... 2 Training Center... 2 Manual User

More information

Running PeopleSoft Query Viewer and Running Query to Excel Basic Steps

Running PeopleSoft Query Viewer and Running Query to Excel Basic Steps Running PeopleSoft Query Viewer and Running Query to Excel Basic Steps Query Viewer enables you to: Search for a query using the basic or advanced search functions. Run a query (which displays results

More information

My Rising Stars Admin Hub

My Rising Stars Admin Hub My Rising Stars Admin Hub My Rising Stars uses a single Admin Hub to manage teacher and pupil accounts to the following programmes Achieve Online Cracking Comprehension Practise and Assess MARK (coming

More information

PowerSchool 7.x Student Information System

PowerSchool 7.x Student Information System PowerSchool 7.x Student Information System Released May 2012 Document Owner: Documentation Services This edition applies to Release 7.2 of the PowerSchool software and to all subsequent releases and modifications

More information

Welcome to the Cub Cadet Dealer Community. Any questions please

Welcome to the Cub Cadet Dealer Community. Any questions please Welcome to the Cub Cadet Dealer Community Any questions please email dealercommunitysupport@cubcadet.com Go to www.mtdcommunity.com Initial Log In - Enter User ID & Password you received in the email -

More information

Provider Portal User Guide

Provider Portal User Guide Provider Portal User Guide Updated: January 1, 2019 Table of Contents Introduction... 1 How to Register for the Provider Portal... 3 Manage Your Profile... 5 User Administration... 8 Authorizations & Referrals...

More information

Group Central. Navigating to Group Central. Supported Web Browsers & Windows Operating Systems. Supported Web Browsers & Mac Operating Systems

Group Central. Navigating to Group Central. Supported Web Browsers & Windows Operating Systems. Supported Web Browsers & Mac Operating Systems Group Central Supported Web Browsers & Windows Operating Systems...1 Supported Web Browsers & Mac Operating Systems...1 Navigating to Group Central...1 Create a Group...3 Add Owners to a Group...4 Add

More information

RooDocs Quick Reference Guide

RooDocs Quick Reference Guide RooDocs Quick Reference Guide Welcome to RooDocs, the web-based application that gives the user, via the Internet, the ability to store and retrieve electronically archived documents from anywhere in the

More information

EDUCATION PORTAL INFORMATION CENTER (EPIC) FAO USER MANUAL. Version 1.2

EDUCATION PORTAL INFORMATION CENTER (EPIC) FAO USER MANUAL. Version 1.2 EDUCATION PORTAL INFORMATION CENTER (EPIC) FAO USER MANUAL Version 1.2 Table of Contents INTRODUCTION... - 3 - GENERAL SCREEN DESIGN AND NAVIGATION... - 3 - LOGIN... - 3 - FORGOT USERNAME OR PASSWORD...

More information

Parent Portal User Guide

Parent Portal User Guide Parent Portal User Guide Table of Contents LOGIN TO THE PARENT PORTAL... 2 RETRIEVE LOST LOGIN DETAILS... 3 CHANGE YOUR PASSWORD... 5 CHANGE OR CONFIRM YOUR DETAILS & MEDICAL INFORMATION... 6 NAVIGATING

More information

Power School Parent Portal User Guide

Power School Parent Portal User Guide Power School Parent Portal User Guide Preface Use this guide to assist you while navigating the PowerSchool Parent Portal. This guide is based on the PowerSchool Parent Portal online help, which you can

More information

Palisades School District PowerSchool Parent Portal Guide

Palisades School District PowerSchool Parent Portal Guide Palisades School District PowerSchool Parent Portal Guide Get Started To get started, you must create a parent account in the PowerSchool Parent Portal. Create a Parent Account Use this procedure to create

More information

Bulk Handler User Guide

Bulk Handler User Guide Bulk Handler User Guide THIS WIKI HAS BEEN UPDATED FOR VERSION 13 OF YOUR PBX GUI Bulk Handler manages the bulk export or import of extensions, DIDs, user manager users, user manager groups, and contacts.

More information

Test Information and Distribution Engine

Test Information and Distribution Engine SC-Alt Test Information and Distribution Engine User Guide 2018 2019 Published January 14, 2019 Prepared by the American Institutes for Research Descriptions of the operation of the Test Information Distribution

More information

Export Metadata. Learning Objectives. In this Job Aid, you will learn how to export metadata: 1 For a location 3 2 From search results 7

Export Metadata. Learning Objectives. In this Job Aid, you will learn how to export metadata: 1 For a location 3 2 From search results 7 Export Metadata Learning Objectives In this Job Aid, you will learn how to export metadata: 1 For a location 3 2 From search results 7 Last updated: July 8, 2013 Overview You can export content metadata

More information

USER MANUAL. SuitePort - SuiteCRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 2.5.0

USER MANUAL. SuitePort - SuiteCRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 2.5.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 WordPress Manual Plug-in installation... 3 Plug-in

More information

Care360 Labs & Meds Frequently Asked Questions

Care360 Labs & Meds Frequently Asked Questions Frequently Asked Questions Table of Contents Application Interface... 4 How can I see more of on my computer?... 4 What does the message You have multiple sessions open mean?... 4 Why do I receive the

More information

RSA WebCRD Getting Started

RSA WebCRD Getting Started RSA WebCRD Getting Started User Guide Getting Started With WebCRD Document Version: V9.2.2-1 Software Version: WebCRD V9.2.2 April 2013 2001-2013 Rochester Software Associates, Inc. All Rights Reserved.

More information

Go to the Directory at and click on the Login link.

Go to the Directory at  and click on the Login link. Welcome to Terra Dotta s Study Abroad Directory! Creating your programs for the directory is a simple task. These instructions will outline how to create, activate and update your program brochures. Logging

More information

Quanum elabs and Quanum EHR Basic Functionality Frequently Asked Questions

Quanum elabs and Quanum EHR Basic Functionality Frequently Asked Questions Quanum elabs and Quanum EHR Basic Functionality Frequently Asked Questions Table of Contents Application Interface... 4 How can I optimize the view of the system on my computer?... 4 What does the message

More information

Premier Choice Group s Billing Platform User Guide

Premier Choice Group s Billing Platform User Guide Premier Choice Group s Billing Platform User Guide CONTENTS SECTION 1 INTRODUCTION... 1 SECTION 2 LOGGING IN... 2 SECTION 3 VIEWING YOUR INVOICES... 3 SECTION 4 CREATING REPORTS... 4 SECTION 5 CALL ANALYSIS...

More information

HotDocs Document Services. Administrator s Guide

HotDocs Document Services. Administrator s Guide HotDocs Document Services Administrator s Guide Copyright 2014 HotDocs Limited. All rights reserved. No part of this product may be reproduced, transmitted, transcribed, stored in a retrieval system, or

More information

Multi-Sponsor Environment. SAS Clinical Trial Data Transparency User Guide

Multi-Sponsor Environment. SAS Clinical Trial Data Transparency User Guide Multi-Sponsor Environment SAS Clinical Trial Data Transparency User Guide Version 6.0 01 December 2017 Contents Contents 1 Overview...1 2 Setting up Your Account...3 2.1 Completing the Initial Email and

More information

Screening Online User Guide

Screening Online User Guide Screening Online User Guide Contents Screening Online... 1 User Guide... 1 1. Introduction... 5 2. Log in... 6 3. Initial Screening Sanctions and Enforcements... 7 4. Match Overview Standard Interface...

More information

This document contains information that will help you to create and send graphically-rich and compelling HTML s through the Create Wizard.

This document contains information that will help you to create and send graphically-rich and compelling HTML  s through the Create  Wizard. This document contains information that will help you to create and send graphically-rich and compelling HTML emails through the Create Email Wizard. or warranty by AT&T and is subject to change. 1 Contents

More information

PowerSchool Student and Parent Portal User Guide. PowerSchool Student Information System

PowerSchool Student and Parent Portal User Guide. PowerSchool Student Information System PowerSchool Student and Parent Portal User Guide PowerSchool Student Information System Released December 2016 Document Owner: Documentation Services This edition applies to Release 10.1 of the PowerSchool

More information

WITNYS Prevention. Basics User Guide V1.0

WITNYS Prevention. Basics User Guide V1.0 WITNYS Prevention Basics User Guide V1.0 Contents Introduction...1 Section 1. WITS Basics...2 User Interface... 2 Section 2. Screen Formats...5 Search... 5 Lists... 5 Profile... 6 Section 3. Data Entry

More information

My Publications Quick Start Guide

My Publications Quick Start Guide IHS > Decision Support Tool My Publications Quick Start Guide January 28, 2011 Version 2.0 2011 IHS, All Rights Reserved. All trademarks belong to IHS or its affiliated and subsidiary companies, all rights

More information

Provider Secure Portal User Manual

Provider Secure Portal User Manual Provider Secure Portal User Manual Copyright 2011 Centene Corporation. All rights reserved. Operational Training 2 August 2011 Table of Contents Provider Secure Portal... 5 Registration... 6 Provider -

More information

Nebraska Provider Screening and Enrollment New Group Member New Group Member Profile

Nebraska Provider Screening and Enrollment New Group Member New Group Member Profile Nebraska Provider Screening and Enrollment New Group Member New Group Member Profile The steps below will guide you through filling out or updating a Group Member Profile. All applications must be submitted

More information

Christmas Bird Count (CBC) Data Entry Manual: Instructions on how to complete items for the CBC

Christmas Bird Count (CBC) Data Entry Manual: Instructions on how to complete items for the CBC Christmas Bird Count (CBC) Data Entry Manual: Instructions on how to complete items for the CBC Post-a-Date page Edit Compilers Names View participants list Bird Checklist Start/End Times, Effort, Weather

More information

Blackboard 5 Level One Student Manual

Blackboard 5 Level One Student Manual Blackboard 5 Level One Student Manual Blackboard, Inc. 1899 L Street NW 5 th Floor Washington DC 20036 Copyright 2000 by Blackboard Inc. All rights reserved. No part of the contents of this manual may

More information

Fulfillment User Guide FULFILLMENT

Fulfillment User Guide FULFILLMENT Fulfillment User Guide FULFILLMENT TABLE OF CONTENTS I. System Requirements II. Logging In III. Launchpad a. Home b. Profile c. Settings IV. Dashboard Tab a. Actionable Insights b. Open Orders V. Transactions

More information

Colorado Access Provider Portal Guide

Colorado Access Provider Portal Guide Colorado Access Provider Portal Guide coaccess.com 1 CONTENTS INTRODUCTION... 3 SYSTEM REQUIREMENTS... 3 NEW PROVIDER REGISTRATION... 4 Provider Information... 4 New Provider Registration... 4 New Registration...

More information

Blackboard Content Collection Overview

Blackboard Content Collection Overview CONTENTS Accessing the Blackboard Content Collection 1 Uploading Files 2 Creating Subfolders 2 About Permissions 3 Assigning Permissions to Specific Users 3 Making a Folder Public to all Winthrop Faculty/Staff

More information

Bulk Certification Verification Guide

Bulk Certification Verification Guide Bulk Certification Verification Guide Last update: August 2017 Table of Contents Purpose 2 Process 2 Input File Structure 2 Saving your Input File 3 Creating a PTCB Account 4 Logging into Your PTCB Account

More information

GARMCO E-Tendering System Guideline

GARMCO E-Tendering System Guideline Gulf Aluminium Rolling Mill Company GARMCO E-Tendering System Guideline Frequently Asked Questions How to Login to the E-Tendering System?... 2 How to Recover Your Password?... 3 How to Register to the

More information

Acuity 504. User Guide. Administrators 504 Coordinators Teachers. MSB Customer Care msb-services.

Acuity 504. User Guide. Administrators 504 Coordinators Teachers. MSB Customer Care msb-services. TM Acuity 504 User Guide Administrators 504 Coordinators Teachers MSB Customer Care 800.810.4220 support@ Copyright 2014 MSB All rights reserved 1 Copyright MSB 2014 Table of Contents MSB Mission Statement...

More information

USER GUIDE. Accessing the User Interface. Login Page https://www.contentcatcher.com. Resetting your Password. Logging In

USER GUIDE. Accessing the User Interface. Login Page https://www.contentcatcher.com. Resetting your Password. Logging In USER GUIDE This guide walks through the user interface of ContentCatcher, and the features and parameters contained therein. Accessing the User Interface The ContentCatcher user interface is a secure web-based

More information

OVERVIEW. User Dashboard

OVERVIEW. User Dashboard OVERVIEW User Dashboard File & Serve Illinois USER DASHBOARD TABLE OF CONTENTS File & Serve Illinois Resources 3 File & Serve Illinois User Dashboard Overview 4 Submit a New Filing Tab 5 Completed Filings

More information

March Using ShareFile. Darren Sandbach FA Learning

March Using ShareFile. Darren Sandbach FA Learning March 2013 Using ShareFile Darren Sandbach darren.sandbach@thefa.com FA Learning Using Sharefile Contents 1 About ShareFile 2 Your username and password 3 Accessing ShareFile from a PC 4 Accessing ShareFile

More information

SQream Dashboard Version SQream Technologies

SQream Dashboard Version SQream Technologies SQream Dashboard Version 1.1.0 SQream Technologies 2018-11-06 Table of Contents Overview................................................................................... 1 1. The SQream Dashboard...................................................................

More information

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative!

Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! C3 Training Database Contractor User Manual 12/06/2017 Welcome to the C3 Training Database, brought to you by the Construction Career Collaborative! The training database will help you keep track of your

More information

RSA WebCRD Getting Started

RSA WebCRD Getting Started RSA WebCRD Getting Started User Guide Getting Started with WebCRD Document Version: V8.1-3 Software Version: WebCRD V8.1.3 June 2011 2001-2011 Rochester Software Associates, Inc. All Rights Reserved. AutoFlow,

More information

This guide provides information to help you learn about navigating your way through the itrent Human Resources Management and Payroll system.

This guide provides information to help you learn about navigating your way through the itrent Human Resources Management and Payroll system. 1 Introduction The software system that holds and maintains employment and payroll information for staff at the University of Cambridge is called itrent. The project to bring about changes regarding access

More information

New BoundTree.com User Guide Fall Version 6

New BoundTree.com User Guide Fall Version 6 New BoundTree.com User Guide Fall 2016 Version 6 Table of Contents Overview Navigating the Home Page Creating an Account Logging into an Existing Account Forgot Your Password? Reviewing Your Account Editing

More information