Contacts 72 Contacts – Overview and Definitions Save vs. Post vs. Publish Troubleshooting: System message “SQL database update failed. The record may have been modified or deleted by another user” Contact Finder Contact Finder How to Add a New Contact How to Edit a Contact How to Search for a Contact How to View the Contact Profile Consent Custom Forms: How to Add/ Edit a Consent Form How to Print Custom Forms (Consent, Intake, Fillable Forms) Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.) Subsidies FAQ: How should fully subsidized children be set up? How to set up services if subsidy approval is for specific days How to Setup a Subsidy Approval for a Contact/ Payer Subsidy and Split Payments, How to setup Troubleshooting: The subsidy is not calculating properly. Finance FAQ: The payers are not showing up on the payments list to pull payments. FAQ: How do I fix incorrectly entered bank information? How to Apply Discounts How to End a PAD Agreement How to recollect payment after payment reject (wrong banking information entered) TIP: How to check if a payment has been applied Tip: Moving a Payer (Parent) Credit from one Location to another in Multi-Site Organizations TIP: Where to look if there is an issue with the Payer Account. Troubleshooting: System Message When trying to add new banking information History History: How to View the Services History for a Contact/ Child Notes & Tasks Notes & Tasks: How to View a Task set to a Contact/ Child Services Absences: How to Add an Absence to a Contact/ Child Camps: How to Add a Camp to a Contact/ Child’s Services Events Conferences: How to Add a Conference to a Contact’s Services Events Contact Services: How to View a Services Summary for a Contact/ Child Contact Services: How to View and Add a Service Default Payer/ Default Discount to a Contact/ Child FAQ: Why can’t I edit or see an End Date on a child’s service? FAQ: Why can’t I see the School Condition when adding a school age service to a child? FAQ: How do I add 2 payers sharing the cost of care for the same service? FAQ: How do I properly end a service? How do I split the payment percentage when parents have custody one week on and one week off? Milestone Milestone Form: How to View, Add and Complete for a Child Screening Screening Form: How to View, Add and Complete for a Child General Information How to Edit a Contact How to View the Contact/ Child’s General Information Family Emergency Contacts How to Add a Contact/ Child’s Professional Contact How to Add a Contact/ Child’s Restricted Contact How to Add a Contact/ Child’s Sibling How to Add Family Support/ Guardian/ Parent to a Child How to View the Contact/ Child’s Family Subsidy and Split Payments, How to setup Health Contact Health: How to View and Add Health Information to a Child Contact Health: How to View, Add or Edit a Dietary Restrictions Contact Health: How to View, Add or Edit a Medication Contact Health: How to View, Add or Edit a Vaccine Contact Health: How to View, Add or Edit an Allergy Contact Health: How to View, Add or Edit an an Health Condition Contact Health: How to View, Add or Edit an Intolerance Legal How to Add Legal Documents How to View and Add a Contact/ Child’s Legal File Schools FAQ: Why can’t I see the School Condition when adding a school age service to a child? How to View and Add a School to a Contact/ Child Intake Custom Forms: How to Add/ Edit a Consent Form Custom Forms: How to Add/ Edit an Intake Form How to Print Custom Forms (Consent, Intake, Fillable Forms) Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.)
Guardian Portal 3 How to Add Family Support/ Guardian/ Parent to a Child How to Invite Parents/ Guardians to Set Up an Account on the Guardian Portal TIP: Event Registration Link
Daily Journal 2 Can the daily journal be accessed by parents ? Can you upload photos to daily journal?
Area Management 3 Area Management – Under Development Batch Services – How to Apply One Service to Many Children Save vs. Post vs. Publish
Communication 4 Communication – Coming Soon! FAQ: How can I know that statements were emailed out? FAQ: Statements were successfully emailed but Payer/ Parents/ Guardians are saying they did not receive them. How to Email out Statements for Multi-Site (more than one Location)
Forms 4 Milestone Form: How to View, Add and Complete for a Child PDF document not opening – Chrome Browser Save vs. Post vs. Publish Screening Form: How to View, Add and Complete for a Child
Accounts Receivable 93 How to move an AR balance to Bad Debt Save vs. Post vs. Publish TIP: Opening Balance – when Payer has a credit Billing FAQ: What is the difference between the Affordability Grant Revenue and the Affordability Grant Offset? FAQ: Why can’t I see my next billing period in the invoice service or statement? FAQ: Can I void an invoice? FAQ: Can Invoices and Statements be sent out to both parents/ guardians? FAQ: How to Review Invoices FAQ: If a family has a credit at 1 location and an invoice at another location, can we allocated the credit to the invoice? FAQ: What does “(restricted)” displayed at the end of the invoiced contact name signify? FAQ: Why do I not see my billing periods when I do “pre-billing” FAQ: Why is a child showing in more than one location when billing? How to add extended care. Payments FAQ: The payers are not showing up on the payments list to pull payments. FAQ: When do payments get processed? FAQ: How long does it take for a payment to be processed? How to Create Manual Invoices or Credits. How to End a PAD Agreement How to Process a One Time Payment (PAD) How to Process Credit Cards How to Process eTransfers (EFT) How to Process Manual Payments How to Process Payment Reconciliation Statements FAQ: How can I know that statements were emailed out? FAQ: Why can’t I see my next billing period in the invoice service or statement? FAQ: Can Invoices and Statements be sent out to both parents/ guardians? How to Create Manual Invoices or Credits. How to Email an Existing Statement to a Payer How to Email out Statements for Multi-Site (more than one Location) How to Preview Statements (How to Publish Statements) How to Preview Statements displaying the manual invoices and/or credits. How to Publish Statements displaying the manual invoices and credits. How to Read a Statement and View Billing Breakdown Tax Receipts FAQ: How to view a past Tax Receipt FAQ: What is the Red X in Income Tax Receipts? How to Adjust a Previous Year and Generate a New Income Tax Receipt How to Print a Tax Receipt or Save it as a PDF How to View Published Tax Receipts on the Payer’s Receivable Account How to Void an Issued Income Tax Receipt Income Tax Receipt Calculation Income Tax Receipts – How to Income Taxes> Breakdown – Tax Receipt Page – How to Read what is Displayed Income Taxes> Breakdown Tax Receipt Page – Access
Reports 30 FAQ: The payers are not showing up on the payments list to pull payments. How to Print Custom Forms (Consent, Intake, Fillable Forms) Invoice List Report PDF document not opening – Chrome Browser Reports – coming soon! TIP: PAD Agreements TIP: How to view if a payment has been applied to an invoice. Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.) TIP: Where to look if there is an issue with the Payer Account. Attendance Enrollment Daily Attendance Enrollment Daily Report Actuals Attendance Actuals Report – Daily, Weekly, Monthly Daily Attendance Actuals Report – Daily, Weekly, Monthly Weekly Attendance Actuals Report – Daily, Weekly, Monthly Monthly Attendance Actuals Report – Daily, Weekly, Monthly Child Family Support Child Restricted Contacts Child Restricted Contacts Report Child Professional Contacts Child Professional Contacts Report Child Family Support Child Family Support Report (Addresses, Emails, Phone, Family Members) Child Address Child Addresses Report Programming Child Birthday Child Birthday Report Child Incident Child Incident Report Child Intake/ Consent Forms Child Intake/ Consent Forms Report Child Custom Form Child Custom Form Report Health Child Vaccines Child Vaccines Report Child URIS/ ISP Plans Child URIS/ ISP Plans Report Child Health Information Child Health Information Report Child Health Condition Child Health Condition Report Child Dietary Restrictions Child Dietary Restrictions Report Child Allergy Child Allergy Report
Setup 110 List How to Apply Discounts How to Create a Discount Setup: How to Add a New Age Group Setup: How to Add a New Allergy Symptom Setup: How to Add a New Allergy to your Organization’s List Setup: How to Add a New Board Position Setup: How to Add a New Custody Arrangement Setup: How to Discontinue an Existing Age Group Setup: How to Discontinue an Existing Allergy Setup: How to Discontinue an Existing Allergy Symptom Accounting FAQ: Why can’t I see my next billing period in the invoice service or statement? FAQ: How do we clean up accounts? (Bad Debt / Write Off, etc. ) FAQ: Why do I not see my billing periods when I do “pre-billing” How to add extended care. How to move an AR balance to Bad Debt How to Setup a Branch How to Setup Customer Items How to View/ Edit or Add a Chequing Account/ Fee Income How to View/ Edit or Add a Customer Item Statement Setup – How to add a message to a statement Communication Email Regulations FAQ: How can I know that statements were emailed out? How to Email out Statements for Multi-Site (more than one Location) Outgoing Email Credentials and how to find your SMPT Server and SMPT Port System Income Taxes> Step 2: How to Setup a Tax Receipt Number Income Taxes> Step 3: How to Setup a Tax Receipt Batch Organization Creating a Donation Receipt How to Add a School Full Day Closure How to Enter Your Organization’s General Information How to Setup a Branch Location: How to Add a Financial Branch to Your Location Location: How to Add a License to Your Location Location: How to Add a Location Full Day Closure Location: How to Add a School to Your Location Location: How to Add an Area Within Your Location Location: How to Add an Early Closure to your Location Schools How Add a New School How to Add a School Early Closure How to Add a School Full Day Closure How to Add A School to a Location How to Edit a School How to Search for an Existing School How to Set Up a School Grade How to View Future School Closures How to View Past School Closures Subsidy Providers FAQ: Invoices Services – CCFRI Grant is not the correct amount when a child has subsidy How to Add a Subsidy Provider How to Setup a Subsidy Approval for a Contact/ Payer How to View/ Edit or Add a Subsidy Provider and Rates Subsidy Provider Item – Setup TIP: Subsidy – Lost Revenue Custom Forms Clone and Existing Custom Form Discontinue an Existing Custom Form Edit an Existing Custom Form How to Add a Custom Form with Sections How to Print Custom Forms (Consent, Intake, Fillable Forms) How to Setup and Understand Forms How to Use Published Forms Search for an Existing Custom Form Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.) View the List of Existing Custom Form
