FAQs
Go to admin > Programs > Edit Program Types >Select program And switch the plan from 2014/2021 under this setting: Get old plan si...
Wed, Dec 22, 2021 at 1:54 PM
Clinician 1: You assign a supervisor. All activities are routed to an assigned supervisor. If the user has an assigned supervisor and an assigned manager, n...
Thu, Dec 30, 2021 at 3:29 PM
The client download report at the top of your home page includes all clients in the system, however, it is a snapshot from about 8am each day, so not real-...
Tue, Jan 18, 2022 at 12:39 PM
Admin>Programs>Activity Templates select program, select re-assessment click Edit, to change assessment parameters, scroll to section below: ...
Tue, Feb 22, 2022 at 11:45 AM
Client>Edit Client Data> EBP & Measure https://exym1.zendesk.com/hc/en-us/articles/4416230702363-Manage-EBP-Guide #1 EPBs and Measuremen...
Wed, Mar 16, 2022 at 2:56 PM
FYI: If you need to change the budgeted productivity minutes for a terminated user, you can do it this way (so reporting is accurate if their budget was no...
Mon, Apr 4, 2022 at 5:38 PM
For Reports>Audit>activities, then enter the Activity ID# and time frame dates. This shows you the life cycle of the activity and all the status chan...
Fri, Apr 8, 2022 at 1:46 PM
See attached
Mon, Jul 11, 2022 at 6:11 PM
https://www.exym.org/hc/en-us/articles/4435705757211-Note-Lookup Go to HOME>Note Lookup
Tue, May 17, 2022 at 3:04 PM