Learn how to filter leads, enter referral sources and review the communication widgets, calendar, and Sales Pipeline. Also, review the CRM's special features. This is session 2 of 3 in our Sales CRM series.
Articles in this section
- Video Tutorial - How to edit and review Care Plans
- Video Tutorial - Care Plan Editing
- Video Tutorial - Care Plan Summary Screen
- Video Tutorial: Add medication to MAR
- Video Tutorial: CIHI Rejection Report Upload Tutorial
- Video Tutorial: Custom Assessments
- Video Tutorial: Dashboards - General
- Video Tutorial: e-Financials - Monthly Billing
- Video Tutorial: e-Financials - New Admission Setup
- Video Tutorial: e-MAR Overview
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