CQS v3.7 System Administrator Tutorial: How to Create Advanced Dashboard Views

Size: px
Start display at page:

Download "CQS v3.7 System Administrator Tutorial: How to Create Advanced Dashboard Views"

Transcription

1 April 2013 CQS v3.7 System Administrator Tutorial: How to Create Advanced Dashboard Views CQS Support Team A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 1

2 Introduction and Topics To help clients understand and setup Advanced Dashboards, CQS Support created a set of examples with step-by-step instructions Topics Measure Selection and Dashboard Views: Review Advanced Dashboard Views: Overview Advanced Dashboard Views: Example #1 Specialty Aggregate Advanced Dashboard Views: Example #2 Provider Group Aggregate Advanced Dashboard Views: Example #3 Compare Against All Providers Advanced Dashboard Views: Details Permissions Aggregate Drill Down Basic and Advanced Data Sets Information, Print, and Export SupportForce / CQS Documentation A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 2

3 Measure Selection and Dashboard Views: Review A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 3

4 Measure Selection and Dashboard Views CQS allows customers to configure multiple Dashboard Views consisting of selected measure combinations and attribution rules. Once created, a Dashboard View can be assigned to multiple providers at the same time instead of having to individually select measures for each provider. A provider can easily switch dashboard views through a View drop-down field on the aggregate and patient dashboards, if multiple dashboard views are assigned. A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 4

5 Measure Selection and Dashboard Views Dashboard Views are defined under Setup tab Configuration Dashboard Views Dashboard Views can also be assigned through the New Provider or Edit Provider input forms - Setup tab Configuration Provider Select Add or Edit button List of available Dashboard Views created for the customer A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 5

6 Measure Selection and Dashboard Views Summary Assign to Providers or Provider Groups Customize Section headers Create multiple Sections in a Dashboard View Add, reorder, or remove Sections or Measures A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 6

7 Advanced Dashboard Views: Overview A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 7

8 Advanced Dashboard Advanced Dashboards can be configured to enable users to compare measure performance results between aggregates, such as providers, specialties, and provider groups Available aggregates: - Specific Provider - Specialty & Provider Group - Specialty - All Patients (data from all patients) - Provider Group (custom) - All Providers (data from patients attributed to all providers) Advanced Dashboards can be utilized by Quality Managers: - Quality tab Advanced Dashboard Select the View from the dropdown menu A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 8

9 Advanced Dashboard (cont.) Advanced Dashboards can also be utilized by Providers (if assigned): - Dashboard tab Dashboard Select the View from the dropdown menu Advanced Dashboards have the ability to: - Drill Down (if enabled) - Print - Export (to CSV) A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 9

10 Advanced Dashboard Views: Example #1 Specialty Aggregate A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 10

11 Example #1 Specialty Aggregate Example #1 Specialty Aggregate Display aggregate performance for all providers with the same Specialty for a selected set of measures A. Add Dashboard View 1. Setup tab Configuration Dashboard Views 2. Select the Add button 3. Name and Describe the view A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 11

12 Example #1 Specialty Aggregate (p2) B. Select Channel and Measures 1. Rename Section (optional) 2. Select Content Channel 3. Select Attribution Rule (for PHM & HCC) 4. Add Measures A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 12

13 Example #1 Specialty Aggregate (p3) C. Show on Quality Tab 1. Enable Show On Quality Tab checkbox D. Select Data Set 1. Select Data Set: Advanced 2. Select Change button 3. Select Data Set: Specialty 4. Select Specialty A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 13

14 Example #1 Specialty Aggregate (p4) Quality tab Advanced Dashboard Select View in dropdown Select Display Mode: Standard This Advanced Dashboard example displays aggregate performance for providers with the Specialty Family Practice for two PHM Diabetes measures A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 14

15 Advanced Dashboard Views: Example #2 Provider Group Aggregate A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 15

16 Example #2 Provider Group Aggregate Provider Group Aggregate Define a custom Provider Group. Then display aggregate performance for all providers in the Provider Group for a selected set of measures. A. Add Provider Group 1. Setup tab Configuration Provider Groups 2. Select the Add button 3. Enter Key 4. Name and Describe the Provider Group 5. Select the providers you want associated with this Provider Group A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 16

17 Example #2 Provider Group Aggregate (p2) B. Add Dashboard View 1. Setup tab Configuration Dashboard Views 2. Select the Add button 3. Name and Describe the view A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 17

18 Example #2 Provider Group Aggregate (p3) C. Select Channel and Measures 1. Rename Section (optional) 2. Select Content Channel 3. Select Attribution Rule (for PCC & HCC) 4. Add Measures A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 18

19 Example #2 Provider Group Aggregate (p4) D. Show on Quality Tab 1. Enable Show On Quality Tab checkbox E. Select Data Set 1. Select Data Set: Advanced 2. Select Change button 3. Select Data Set: Provider Group 4. Select Provider Group A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 19

20 Example #2 Provider Group Aggregate (p5) Quality tab Advanced Dashboard Select View in dropdown Select Display Mode: Standard This Advanced Dashboard example displays aggregate performance for providers in the Main St. Office Provider Group for two PHM Asthma measures A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 20

21 Advanced Dashboard Views: Example #3 Compare Against All Providers A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 21

22 Example #3 Compare Against All Providers Compare Against All Providers On Provider Dashboard, display the provider s performance compared to aggregate performance for all providers for a selected set of measures A. Add Dashboard View 1. Setup Content Selection Dashboard Views 2. Select the Add button 3. Name and Describe the view A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 22

23 Example #3 Compare Against All Providers (p2) B. Top Section My Data (Provider only) 1. Rename Section (optional) 2. Select Content Channel 3. Select Attribution Rule (for PHM & HCC) 4. Add Measures 5. Data Set = Basic (default) A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 23

24 Example #3 Compare Against All Providers (p3) C. Bottom Section All Providers 1. Copy Top Section 2. Enter Name 3. Select Data Set: Advanced 4. Select Change button 5. Select Data Set: All Providers A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 24

25 Example #3 Compare Against All Providers (p4) D. Add to Dashboard View for Providers 1. Select Providers or Provider Groups tab 2. Add Providers or Provider Groups A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 25

26 Example #3 Compare Against All Providers (p5) Provider Dashboard (Dashboard tab Dashboard Select View in dropdown) For Comparisons, select Display Mode: By Measure This Advanced Dashboard example displays a provider s performance (My Data) and aggregate performance (Compare All Providers) for two PHM Asthma measures. Provider Only (Basic) section shows # of Patients Aggregate (Advanced) section shows # of Providers A provider can select this View on their Provider Dashboard to compare their performance against an aggregate. A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 26

27 Advanced Dashboard Views: Details A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 27

28 Advanced Dashboard: Permissions Permissions to access Advanced Dashboards on Quality tab: Note: To configure Dashboard Views (including Advanced Dashboards), a user needs one of these permissions: - Edit Content Selection - Edit Customer Configuration To edit a user s permissions: - Setup tab Security Users (End User accounts) - Admin tab Security Users (Admin User accounts) A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 28

29 Aggregate Drill Down Quality tab Advanced Dashboard Select View in dropdown Selecting 4 Providers brings up the Aggregate Drill Down window (if enabled) The Aggregate Drill Down window displays the measure performance for the aggregate (Fam Practice) and for the individual providers A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 29

30 Aggregate Drill Down (p2) To Enable Aggregate Drill Down 1. Open Edit Dashboard View form (Setup tab Configuration Dashboard Views) 2. Select Data Set: Advanced 3. Select Change button 4. Select Data Set 5. Enable Allow Provider Drill Down checkbox Note: If Allow Provider Drill Down is enabled, users who have View/Edit Admin Dashboard permission will be able to see Drill Downs for all providers included in the Advanced Dashboards (regardless of the user s provider access) A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 30

31 Basic and Advanced Data Sets Basic - Measure results for patients of the provider selected on the Dashboard tab Advanced Aggregate measure results via the Advanced Dashboard for one of the following Data Sets: - Specific Provider - Specialty - Provider Group - Specialty & Provider Group - All Patients (data from all patients) - All Providers (data from patients attributed to all providers) Note: To include an Advanced Dashboard on the Quality tab (Show On Quality Tab), all Sections must use an Advanced Data Set A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 31

32 Advanced Dashboard: Information, Print, and Export Quality tab Advanced Dashboard Click on i to get information about each Section s Attribution and Data Set Able to Print and Export (to CSV) Advanced Dashboard data A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 32

33 SupportForce / CQS Documentation A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 33

34 CQS References/Support Documentation CQS v3.7.x Documentation (Located on SupportForce - CQS System Administration Guide CQS Quick Start Reference Guide CQS User Guide CQS Release Notes CQS EHR SSO Deployment Procedures A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 34

35 CQS References/SupportForce Ticket Enter CQS in Subject line. This ensures ticket gets routed to CQS Support. SupportForce Issue Tickets Contacting CQS Support Submitting a SupportForce Ticket Questions about the CQS application Issues/Errors with CQS Changes to PM and EHR environments (Upgrades, Server changes, HF s) 4/22/2013 A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 35

Email Address Collector. - Tutorial -

Email Address Collector. - Tutorial - Email Address Collector - Tutorial - How to extract email addresses from mail folders 1. Open Email Address Collector Once the product is installed and your license is activated, you can start extracting

More information

Manage Public Folder Permissions

Manage Public Folder Permissions Control CASE STUDY Panel Connecting Your Business. Anywhere. Manage Public Folder Permissions 2012 Apptix, Inc. Public folders are an optional service available to all Apptix hosted Exchange customers.

More information

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1 Aerie Help Desk App User Guide Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404 September 14, 2015 Version 1.0.1 Table of Contents Introduction... 3 Scope & Purpose... 3 Process Overview...

More information

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions HOSTING Administrator Control Panel / Quick Reference Guide Page 1 of 9 Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions Exchange 2010 Outlook Profile Setup Page 2 of 9 Exchange

More information

Virtual TimeClock Payroll Export Guide

Virtual TimeClock Payroll Export Guide Virtual TimeClock Virtual TimeClock Payroll Export Guide Exporting to SurePayroll Virtual TimeClock will export a specially formatted time clock file that allows you to import employee hours into SurePayroll

More information

1) Login to Vula at http://vula.uct.ac.za 2) Click on the tab for the site in which you want to run an evaluation

1) Login to Vula at http://vula.uct.ac.za 2) Click on the tab for the site in which you want to run an evaluation How to: Create evaluations Vula 10.x (Last updated: May 2015) Centre for Innovation in Learning and Teaching, UCT For more info see www.cilt.uct.ac.za/cilt/vula Introduction The Course Evaluation tool

More information

19 LCD / 8 CHANNEL DVR COMBO WITH 160GB HDD & 4 CAMERAS

19 LCD / 8 CHANNEL DVR COMBO WITH 160GB HDD & 4 CAMERAS 19 LCD / 8 CHANNEL DVR COMBO WITH 160GB HDD & 4 CAMERAS Overview - Remote Viewing MODEL: SG19LD804-161 www.lorexcctv.com Copyright 2007 LOREX Technology Inc. Remote Viewing Overview Remote Viewing Overview

More information

How To Upgrade Your Microsoft SQL Server for Accounting CS Version 2012.1

How To Upgrade Your Microsoft SQL Server for Accounting CS Version 2012.1 How To Upgrade Your Microsoft SQL Server for Version 2012.1 The first step is to gather important information about your existing configuration. Identify The Database Server and SQL Server Version The

More information

SharePoint List Filter Favorites Installation Instruction

SharePoint List Filter Favorites Installation Instruction SharePoint List Filter Favorites Installation Instruction System Requirements Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007. License Management Click link in Organize

More information

ClinicAid Ontario - Getting Started Guide

ClinicAid Ontario - Getting Started Guide ClinicAid Ontario - Getting Started Guide Welcome to ClinicAid Setting up your provider record Connecting your account to the MC EDT system Adding your first patients Doing a demographic import of patient

More information

Integrate Microsoft Windows Hyper V

Integrate Microsoft Windows Hyper V Integrate Microsoft Windows Hyper V EventTracker v7.x Publication Date: Aug 9, 2014 EventTracker 8815 Centre Park Drive Columbia MD 21045 www.eventtracker.com Abstract Hyper-V in Windows Server 2008 and

More information

To set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to work with each other.

To set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to work with each other. w w w. e g n y t e. c o m Egnyte Single Sign-On (SSO) Installation for VMware Horizon To set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to

More information

CQS GPRO Web Reporting Tool Webinar #3

CQS GPRO Web Reporting Tool Webinar #3 Allscripts Clinical Quality Solution CQS GPRO Web Reporting Tool Webinar #3 January 2016 A Connected Community of Health Copyright 2013 Allscripts Healthcare Solutions, Inc. 1 Agenda GPRO Web Tool Prep

More information

AVG Business SSO Partner Getting Started Guide

AVG Business SSO Partner Getting Started Guide AVG Business SSO Partner Getting Started Guide Table of Contents Overview... 2 Getting Started... 3 Web and OS requirements... 3 Supported web and device browsers... 3 Initial Login... 4 Navigation in

More information

Table of Contents. Table of Contents 3

Table of Contents. Table of Contents 3 User Guide EPiServer 7 Mail Revision A, 2012 Table of Contents 3 Table of Contents Table of Contents 3 Introduction 5 About This Documentation 5 Accessing EPiServer Help System 5 Online Community on EPiServer

More information

Scan to E-mail Quick Setup Guide

Scan to E-mail Quick Setup Guide Xerox WorkCentre M118i Scan to E-mail Quick Setup Guide 701P42574 This guide provides a quick reference for setting up the Scan to E-mail feature on the Xerox WorkCentre M118i. It includes procedures for:

More information

WIDA Assessment Management System (WIDA AMS) User Guide, Part 2

WIDA Assessment Management System (WIDA AMS) User Guide, Part 2 WIDA Assessment Management System (WIDA AMS) User Guide, Part 2 Data Recognition Corporation (DRC) 13490 Bass Lake Road Maple Grove, MN 55311 Direct: 1-855-787-9615 https://wida-ams.us Revision Date: September

More information

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate. Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Special and Fundraising Events Masters Class. Part 2: Managing your Event and Sending Invitations

Special and Fundraising Events Masters Class. Part 2: Managing your Event and Sending Invitations Special and Fundraising Events Masters Class Part 2: Managing your Event and Sending Invitations Find Your Event Go to the Events Tab and either find the event on the Calendar, or use the Search Bar. Invitations

More information

Work with the File Library App

Work with the File Library App Work with the File Library App Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All

More information

Configuring Network Load Balancing with Cerberus FTP Server

Configuring Network Load Balancing with Cerberus FTP Server Configuring Network Load Balancing with Cerberus FTP Server May 2016 Version 1.0 1 Introduction Purpose This guide will discuss how to install and configure Network Load Balancing on Windows Server 2012

More information

SCHOLARONE MANUSCRIPTS TM PRODUCTION CENTER

SCHOLARONE MANUSCRIPTS TM PRODUCTION CENTER SCHOLARONE MANUSCRIPTS TM PRODUCTION CENTER TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. INTRODUCTION... 2 USE GET HELP NOW & FAQS... 2 SITE CONFIGURATION

More information

INTRODUCTION TO THE PROJECT TRACKING WEB APPLICATION

INTRODUCTION TO THE PROJECT TRACKING WEB APPLICATION INTRODUCTION This document shows a Local Department Administrator for how to set up projects and assigned employees within the web application. The web application works in conjunction with HCM and CalTime

More information

Configuring Devices for Use with Cisco Configuration Professional (CCP) 2.5

Configuring Devices for Use with Cisco Configuration Professional (CCP) 2.5 Configuring Devices for Use with Cisco Configuration Professional (CCP) 2.5 Objectives Part 1: Configure CCP Access for Routers Enable HTTP/HTTPS server. Create a user account with privilege level 15.

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

STX Beacon User Guide. Credit Card Processing First Na8onwide Payments Mobile Devices Mac & Windows OS

STX Beacon User Guide. Credit Card Processing First Na8onwide Payments Mobile Devices Mac & Windows OS STX Beacon User Guide Credit Card Processing First Na8onwide Payments Mobile Devices Mac & Windows OS Table of Contents 3 Credit Card Processing: Select Merchant Gateway 5 Processing a Credit Card via

More information

Process Document Campus Community: Create Communication Template. Document Generation Date 7/8/2009 Last Changed by Status

Process Document Campus Community: Create Communication Template. Document Generation Date 7/8/2009 Last Changed by Status Document Generation Date 7/8/2009 Last Changed by Status Final System Office Create Communication Template Concept If you frequently send the same Message Center communication to selected students, you

More information

How to backup with R1soft

How to backup with R1soft How to backup with R1soft Create Policy Follow the instructions below to add a Data Protection Policy in Server Backup. 1. Click "Policy" in the Main Menu to open the "Policies" screen. 2. In the Policy

More information

Quick Reference Guide Customizing Help Desk Ticketing

Quick Reference Guide Customizing Help Desk Ticketing This guide will walk you through customizing your Help Desk and integrating your assets into it with enhanced filtering capabilities. Asset Restrictions and Auto Ticketing This page gives administrators

More information

Google Integration Instructions

Google Integration Instructions SAFARI Montage Google Integration Instructions SAFARI Montage now offers Interoperability Support Services subscribers a powerful new integration option that links SAFARI Montage directly with Google,

More information

Using ELMS with TurningPoint Cloud

Using ELMS with TurningPoint Cloud Using ELMS with TurningPoint Cloud The ELMS (Canvas) integration enables TurningPoint Cloud users to leverage response devices in class to easily collect student achievement data. Very simply one can load

More information

SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS

SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS AUGUST 27, 2013 VERSION 1.01 TABLE OF CONTENTS 1 MERCHANT SETUP CONFIGURATION REPORTS...3 1.1 HOW TO GET THE MERCHANT SETUP CONFIGURATIONS REPORT... 3

More information

Microsoft Lync TM Order & Provisioning. Admin Guide

Microsoft Lync TM Order & Provisioning. Admin Guide Microsoft Lync TM Order & Provisioning Admin Guide Microsoft Lync Ordering & Provisioning Admin Guide i Contents I. Provisioning Lync for Current Customers... 1 Ordering Lync for Customer Accounts... 1

More information

ArcSight Express Administration and Operations Course

ArcSight Express Administration and Operations Course ArcSight ArcSight Express Administration and Operations Course Code: ACBE ACS-EAO Days: 5 Course Description: The ArcSight Express Administration and Operations course provides you with comprehensive training

More information

Remote Viewer Recording Backup

Remote Viewer Recording Backup Remote Viewer Recording Backup Introduction: In this tutorial we will explain how to retrieve your recordings using the Web Service online. Using this method you can backup videos onto your computer using

More information

Forms & Surveys. Schoolwires Centricity2

Forms & Surveys. Schoolwires Centricity2 Forms & Surveys Schoolwires Centricity2 Trademark tice Schoolwires, the Schoolwires logos, and the unique trade dress of Schoolwires are the trademarks, service marks, trade dress and logos of Schoolwires,

More information

NEW FEATURE OVERVIEW SPRINGCM S APPROVAL WORKFLOW TOOL (AKA ROUTING AND APPROVAL WORKFLOW)

NEW FEATURE OVERVIEW SPRINGCM S APPROVAL WORKFLOW TOOL (AKA ROUTING AND APPROVAL WORKFLOW) NEW FEATURE OVERVIEW SPRINGCM S APPROVAL WORKFLOW TOOL (AKA ROUTING AND APPROVAL WORKFLOW) SpringCM is deploying a new series of enhancements to the Approval workflow. Approval Workflows is a core platform

More information

for Sage 100 ERP Business Insights Overview Document

for Sage 100 ERP Business Insights Overview Document for Sage 100 ERP Business Insights Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

WP Affiliate Manager PayPal Mass Pay. Step-by-Step Tutorial

WP Affiliate Manager PayPal Mass Pay. Step-by-Step Tutorial WP Affiliate Manager PayPal Mass Pay Step-by-Step Tutorial Table of Contents Requirements... 3 Step 1: Acquiring Your API Credentials... 4 Step 2: Configuring WPAM... 6 Step 3: Making a Payment... 7 Step

More information

Teacher References archived classes and resources

Teacher References archived classes and resources Archived Classes At the end of each school year, the past year s academic classes are archived, meaning they re still kept in finalsite, but are put in an inactive state and are not accessible by students.

More information

SecureAnywhereTM Web Security Service

SecureAnywhereTM Web Security Service SecureAnywhereTM Web Security Service This document provides a general overview of the Webroot SecureAnywhere Web Security Service Partner Management Portal. Webroot Partners such as Managed Service Providers

More information

Step-by-Step Setup Guide Wireless File Transmitter FTP Mode

Step-by-Step Setup Guide Wireless File Transmitter FTP Mode EOS Step-by-Step Setup Guide Wireless File Transmitter FTP Mode Infrastructure & Ad Hoc Networks Mac OS X 10.5-10.6 2012 Canon U.S.A., Inc. All Rights Reserved. Reproduction in whole or in part without

More information

How To Use Redcap

How To Use Redcap Basic REDCap Tutorial 101 UCSF ITS Academic Research Systems Presented by warren.steele@ucsf.edu 415 476 9830 Please complete a survey about this class: Basic REDCap Tutorial 101 https://redcap.ucsfopenresearch.org/surveys

More information

MLS 204: FlexMLS Contact Management & Client Portals

MLS 204: FlexMLS Contact Management & Client Portals MLS 204: FlexMLS Contact Management & Client Portals Class Objectives By the end of this session you should be able to: Add, Edit & Manage your contacts information. Easily add and maintain your automatic

More information

Customizing Confirmation Text and Emails for Donation Forms

Customizing Confirmation Text and Emails for Donation Forms Customizing Confirmation Text and Emails for Donation Forms You have complete control over the look & feel and text used in your donation confirmation emails. Each form in Sphere generates its own confirmation

More information

Microsoft Exchange Mailbox Email Software Setup Guide

Microsoft Exchange Mailbox Email Software Setup Guide Microsoft Exchange Mailbox Email Software Setup Guide Microsoft Exchange Mailbox Setup Guide Setting up a Microsoft Exchange mailbox only takes a few minutes. You can set up any email software to send

More information

NOTE: You must be set up as a member of the Administrators group in order to perform the steps described in this article.

NOTE: You must be set up as a member of the Administrators group in order to perform the steps described in this article. Rollup Rollup Milestone Dates to the Project Center by Ira Brown An important part of a project manager s job is to manage the dates for milestones and other key tasks in a project. The dates for these

More information

CHAPTER 12 DIGITAL ASSET MANAGEMENT

CHAPTER 12 DIGITAL ASSET MANAGEMENT CHAPTER 12 DIGITAL ASSET MANAGEMENT Table of Contents Overview... 1 Create a New Asset Class... 1 Defining Class Properties... 2 Add/Edit an Asset... 4 Work With Asset Catalogs... 5 Browsing the Asset

More information

Cloud Services. Lync. IM/ Web Conferencing Admin Quick Start Guide

Cloud Services. Lync. IM/ Web Conferencing Admin Quick Start Guide Cloud Services Lync IM/ Web Conferencing Admin Quick Start Guide 10/14/2014 ACTIVATION LETTER An activation letter will be sent to the email account of your administrator contact. Please look for the following

More information

Clever School Signup: PowerSchool

Clever School Signup: PowerSchool Clever School Signup: PowerSchool 1. Introduction Clever allows the students, teachers, schools, and class rosters in PowerSchool to automatically sync with the applications you authorize. This eliminates

More information

WhatCounts Newsletter System Manual

WhatCounts Newsletter System Manual WhatCounts Newsletter System Manual Last Updated: November 21, 2008 This instruction manual describes the basic steps required to create, edit, and manage a mailing list for use with the WhatCounts Email

More information

Configuring a Smart Conference

Configuring a Smart Conference Configuring a Smart Conference Ifbyphone s Smart Conference allows you to set up instant or scheduled conference calls and, optionally, to call the conference attendees rather than waiting for them to

More information

Using SQL Reporting Services with Amicus

Using SQL Reporting Services with Amicus Using SQL Reporting Services with Amicus Applies to: Amicus Attorney Premium Edition 2011 SP1 Amicus Premium Billing 2011 Contents About SQL Server Reporting Services...2 What you need 2 Setting up SQL

More information

Custom Reporting System User Guide

Custom Reporting System User Guide Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe

More information

Egnyte Single Sign-On (SSO) Installation for OneLogin

Egnyte Single Sign-On (SSO) Installation for OneLogin Egnyte Single Sign-On (SSO) Installation for OneLogin To set up Egnyte so employees can log in using SSO, follow the steps below to configure OneLogin and Egnyte to work with each other. 1. Set up OneLogin

More information

www.nexuswebsites.co.uk Professional Mailbox Email Software Setup Guide

www.nexuswebsites.co.uk Professional Mailbox Email Software Setup Guide Professional Mailbox Email Software Setup Guide Table of contents Before you start... 2 Setting up Outlook 2010... 2 Using Autodiscover to configure Outlook 2010... 2 The Autodiscover wizard has not worked...

More information

STX Beacon User Guide Packages

STX Beacon User Guide Packages STX Beacon User Guide Packages Table of Contents 3 Setup Packages 4 Selling Packages 6 Redeeming Packages 2 Setup Packages Service Packages - Create packages of services, including the number of repetitions

More information

User Guide. Version R91. English

User Guide. Version R91. English AuthAnvil User Guide Version R91 English August 25, 2015 Agreement The purchase and use of all Software and Services is subject to the Agreement as defined in Kaseya s Click-Accept EULATOS as updated from

More information

Introduction You can use the OpenTable Gifts Merchant Dashboard to see sales and other reporting for your online gift cards.

Introduction You can use the OpenTable Gifts Merchant Dashboard to see sales and other reporting for your online gift cards. Introduction You can use the OpenTable Gifts Merchant Dashboard to see sales and other reporting for your online gift cards. How to log in You can log in to your Merchant Dashboard from the web or from

More information

Cisco Unified Communications Manager SIP Trunk Configuration Guide

Cisco Unified Communications Manager SIP Trunk Configuration Guide Valcom PagePro SIP (Session Initiation Protocol) Paging Servers, models VIP-201 and VIP-204, are compatible with Cisco Unified Communications Manager as either a Third-party SIP Device (Basic or Advanced)

More information

Getting Started with icontact

Getting Started with icontact Getting Started with icontact Copyright 2011 icontact Corp. Table of Contents Getting Started with icontact... 2 Getting to Know the Application... 2 Setting Up Your Account... 2 Completing Your Contact

More information

Egress Switch Secure Workspace 2.x. Administration Guide

Egress Switch Secure Workspace 2.x. Administration Guide Egress Switch Secure Workspace 2.x Administration Guide November 2015 Confidentiality Statement This document contains information confidential and proprietary to Egress Software Technologies. It shall

More information

Best Practices: Pass-Through w/bypass (Bridge Mode)

Best Practices: Pass-Through w/bypass (Bridge Mode) Best Practices: Pass-Through w/bypass (Bridge Mode) EdgeXOS Deployment Scenario: Bridge Pass-Through This document is designed to provide an example as to how the EdgeXOS appliance is configured based

More information

Google Apps for Sharing Folders and Collecting Assignments

Google Apps for Sharing Folders and Collecting Assignments Google Apps for Sharing Folders and Collecting Assignments The Google Drive is cloud (online) storage space, and it is also where you create and work with Google Docs, Sheets, Slides, etc. Create a Folder

More information

Step-by-Step guide for SSO from MS Sharepoint 2010 to SAP EP 7.0x

Step-by-Step guide for SSO from MS Sharepoint 2010 to SAP EP 7.0x Step-by-Step guide for SSO from MS Sharepoint 2010 to SAP EP 7.0x Sverview Trust between SharePoint 2010 and ADFS 2.0 Use article Federated Collaboration with Shibboleth 2.0 and SharePoint 2010 Technologies

More information

SHIPSTATION / MIVA MERCHANT SETUP GUIDE

SHIPSTATION / MIVA MERCHANT SETUP GUIDE SHIPSTATION / MIVA MERCHANT SETUP GUIDE 9/20/2013 Miva Merchant Setup Guide ShipStation has created a Miva Merchant module to allow for a more streamlined order fulfillment process. This guide provides

More information

Rational Quality Manager. Quick Start Tutorial

Rational Quality Manager. Quick Start Tutorial Rational Quality Manager Quick Start Tutorial 1 Contents 1. Introduction... 2 2. Terminology... 3 3. Project Area Preparation... 4 3.1 Adding Users and specifying Roles... 4 3.2 Managing Tool Associations...

More information

Quick Start Guide. 1 Copyright 2014 Samanage www.samanage.com

Quick Start Guide. 1 Copyright 2014 Samanage www.samanage.com Quick Start Guide 1 Copyright 2014 Samanage www.samanage.com Table of Contents Introduction 3 Organization 4-6 Users 7-9 Asset Deployment 10 Self-Service Portal 11-13 Service Desk 14-16 Email Settings

More information

Integrating Kareo PM and Practice Fusion EHR

Integrating Kareo PM and Practice Fusion EHR Integrating Kareo PM and Practice Fusion EHR Welcome to the Kareo guide to integrating Kareo s Practice Management (PM) system with Practice Fusion s electronic health record (EHR) system. The technology

More information

Copyright 2010, MH Software, Inc. All Rights Reserved. MH Software, Inc. 5023 W 120 th Ave, #311 Broomfield, CO 80020

Copyright 2010, MH Software, Inc. All Rights Reserved. MH Software, Inc. 5023 W 120 th Ave, #311 Broomfield, CO 80020 Outlook/iCal Conversion Program Instructions Copyright 2010, MH Software, Inc. All Rights Reserved MH Software, Inc. 5023 W 120 th Ave, #311 Broomfield, CO 80020 Email: Support@MHSoftware.com http://www.mhsoftware.com/

More information

SuccessFactors Professional Edition Admin Quick Reference Guide

SuccessFactors Professional Edition Admin Quick Reference Guide SuccessFactors Professional Edition Admin Much of the administrator s work is done by maintaining the system after its initial launch (GoLive). In addition to the Setup Wizard, administrators can use Admin

More information

Setup Guide for Magento and BlueSnap

Setup Guide for Magento and BlueSnap Setup Guide for Magento and BlueSnap This manual is meant to show you how to connect your Magento store with your newly created BlueSnap account. It will show step-by-step instructions. For any further

More information

Host Installation on a Terminal Server

Host Installation on a Terminal Server TECHNICAL PAPER Host Installation on a Terminal Server Netop develops and sells software solutions that enable swift, secure and seamless transfer of video, screens, sounds and data between two or more

More information

Call Centre: Supervisor Tasks. Call Centre Supervisor Interface

Call Centre: Supervisor Tasks. Call Centre Supervisor Interface Call Centre Supervisor Interface LSE Telephone Guides Call Centre: Supervisor Tasks Monitoring Agents You monitor agents using the Agents panel located in the Contacts pane. This shows the real-time state

More information

INTRODUCTION... 3 SENDING A FAX... 3

INTRODUCTION... 3 SENDING A FAX... 3 FaxFinder FF Model Series V.34 Fax Server CONTENTS INTRODUCTION... 3 SENDING A FAX... 3 RECEIVING A FAX... 9 Receiving Faxes from the Fax Attendant (Manual Routing Mode)... 9 Receiving Faxes Directly from

More information

Software Application Tutorial

Software Application Tutorial Software Application Tutorial Copyright 2005, Software Application Training Unit, West Chester University. No Portion of this document may be reproduced without the written permission of the authors. For

More information

File Management Utility User Guide

File Management Utility User Guide File Management Utility User Guide Legal Notes Unauthorized reproduction of all or part of this guide is prohibited. The information in this guide is subject to change without notice. We cannot be held

More information

Integrate Cisco IronPort Web Security Appliance (WSA)

Integrate Cisco IronPort Web Security Appliance (WSA) Integrate Cisco IronPort Web Security Appliance (WSA) EventTracker v7.x Publication Date: June 2, 2014 EventTracker 8815 Centre Park Drive Columbia MD 21045 www.eventtracker.com Abstract This guide provides

More information

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information:

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information: GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records

More information

MyFaxCentral User Administration Guide

MyFaxCentral User Administration Guide faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2

More information

SQL Server Mirroring. Introduction. Setting up the databases for Mirroring

SQL Server Mirroring. Introduction. Setting up the databases for Mirroring SQL Server Mirroring The purpose of this document is to describe in detail the process of configuring Secret Server and SQL Server 2008 for a high-availability environment using Mirroring. The contents

More information

Project Statistics Dashboard Users Guide

Project Statistics Dashboard Users Guide Project Statistics Dashboard Users Guide Page 1 of 5 Project Statistics Dashboard Analyzing Projects The Project Statistics Dashboard provides an interactive view of projects at various stages of development.

More information

Call Center Configuration Quick Reference Guide

Call Center Configuration Quick Reference Guide Call Center Configuration Quick Reference Guide Table of Contents About MegaPath Call Center... 2 How to Configure Your Call Center... 2 Voice Administration - Dashboard... 3 Name... 3 Settings... 4 Group

More information

Lead Management User Guide

Lead Management User Guide Lead Management User Guide Page No Introduction 2 Lead Management Configuration and Import Process 4 Admin Console - Lead Management Set-up 5 Importing data into Lead Management Downloading and using the

More information

Using the Drag-and-Drop Report Builder

Using the Drag-and-Drop Report Builder Using the Drag-and-Drop Report Builder Salesforce, Winter 16 @salesforcedocs Last updated: October 16, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Projetex 9 Workstation Setup Quick Start Guide 2012 Advanced International Translations

Projetex 9 Workstation Setup Quick Start Guide 2012 Advanced International Translations Projetex 9 Workstation Setup Quick Start Guide 1 Projetex 9 Help Table of Contents Disclaimer 2 System Requirements 2 Registration/Upgrade 3 Projetex Workstation Setup 5 User Login to Projetex Workstation

More information

Setting Up My Business Account - Wireless

Setting Up My Business Account - Wireless How to Use Guide: My Business Account Setup Last updated: 8/18/2011 Overview The way you set up My Business Account determines how you manage your company's wireless accounts. You can create a company

More information

DOMAIN CENTRAL HOSTING EMAIL

DOMAIN CENTRAL HOSTING EMAIL Welcome to our hosting services, we have created the following documents to help you get up and running as quickly as possible. If at any stage you encounter difficulties, you are welcome to send a help

More information

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve. Quick Start Guide DocuSign Retrieve 3.2.2 Published April 2015 Overview DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.

More information

Kuali Requisition Training

Kuali Requisition Training Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating

More information

Group Administrator User Guide

Group Administrator User Guide Group Administrator User Guide Technology working for you. Welcome to the Hosted Voice Group Administrator User Guide. While Hosted Voice is a fully managed service, there are many tasks you can perform

More information

Cloud Control Panel (CCP) Billing User Guide

Cloud Control Panel (CCP) Billing User Guide Cloud Control Panel (CCP) Billing User Guide Version 1.0: 01.01.11 Copyright 2011 DNS Europe Ltd. All rights reserved. Cloud Control Panel (CCP) Billing User Guide v1.0 Table of Contents 1 Introduction

More information

Strategic Asset Tracking System User Guide

Strategic Asset Tracking System User Guide Strategic Asset Tracking System User Guide Contents 1 Overview 2 Web Application 2.1 Logging In 2.2 Navigation 2.3 Assets 2.3.1 Favorites 2.3.3 Purchasing 2.3.4 User Fields 2.3.5 History 2.3.6 Import Data

More information

Intuit QuickBooks Direct Deposit Getting Started Guide

Intuit QuickBooks Direct Deposit Getting Started Guide Intuit QuickBooks Direct Deposit Getting Started Guide Thank you for signing up for Direct Deposit! Now that you've signed up, read this guide to learn how to activate and use Direct Deposit to pay your

More information

Use the below instructions to configure your wireless settings to connect to the secure wireless network using Microsoft Windows Vista/7.

Use the below instructions to configure your wireless settings to connect to the secure wireless network using Microsoft Windows Vista/7. Use the below instructions to configure your wireless settings to connect to the secure wireless network using Microsoft Windows Vista/7. 1. Click the Windows Start button, then Control Panel How-To-WCC-Secure-Windows-7-11/4/2010-4:09

More information

1. Open Thunderbird. If the Import Wizard window opens, select Don t import anything and click Next and go to step 3.

1. Open Thunderbird. If the Import Wizard window opens, select Don t import anything and click Next and go to step 3. Thunderbird The changes that need to be made in the email programs will be the following: Incoming mail server: newmail.one-eleven.net Outgoing mail server (SMTP): newmail.one-eleven.net You will also

More information

Release Notes: Version 4.2.18

Release Notes: Version 4.2.18 FASTBUDGET Case: 22610 Manage Budget Series tab names Updated the names of the Manage Budget Series tabs to reflect application changes: Create Series is now Copy between Admin Series Web Development is

More information

This guide shows you how to configure each display option within the item editor.

This guide shows you how to configure each display option within the item editor. Rank Order Item The Rank Order item is one of several Checkbox Survey question types (click here to view all Checkbox question types). The Rank Order item offers four different display options: Selectable

More information

3dCart Shopping Cart Software V3.X Rewards Points Guide

3dCart Shopping Cart Software V3.X Rewards Points Guide INTRODUCTION 2 ENABLE THE REWARDS POINTS PROGRAM 2 ENABLE REDEEMABLE PRODUCTS 4 SET A CUSTOM REWARDS MULTIPLIER PER PRODUCT 5 MANUALLY ADD POINTS TO A CUSTOMER ACCOUNT 6 REDEEM A PRODUCT 7 END YOU VE REACHED

More information