Getting Started
Core Concepts
Dashboard
- Dashboard
Scheduling
Tasks
Calendar
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eSignatures
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- Participants
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  - Tasks Report
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- Scheduling
Directory
Resources
- Overview
- Creating Resources
Finance
- Invoice Batches
- Invoices
  - Voiding Invoices
  - Invoices
- Payments
- Staff Payments
- Direct Charges
- NDIA Managed Participants - Invoicing Brokerage Process
- Adding a Users Name and Registration Number to Invoices
- Importing Invoices to Quickbooks
Notifications
- Notification Overview Walkthrough
- Plans & Services
- Participants
- Team
- Forms
  - Incident Notifications
  - Referral Notifications
- Scheduling
Exports
- Exports Overview Video
- Participants
  - Participants
  - Notes
  - Risks
  - Contacts
  - Participant Tags Export
  - Utilisation
  - Goals
  - Plans
  - Records
  - Information Items
  - Documents
- Finance
- Forms
  - Form Submissions
  - Referrals
- Tasks
  - Tasks
- Users
  - Users
  - Login History Export
- Directory
- Other
  - Signature Request Export
- Shifts
  - Shifts Export
  - Completed Shifts Export
Users
Settings
Billing
Integrations
- Xero Integration
API
- API Overview
- How to Set Up an API Key
Affiliates & Referrals
- Referee Program
- Affiliates
Other
Post Mortems
- 19th March 2026 Outage

Guide

Weekly training Training modules

Videos Changelog Log in

Getting Started
Core Concepts
Dashboard
- Dashboard
Scheduling
Tasks
Calendar
Participants
Forms
Incidents
Referrals
eSignatures
Reports
- Participants
- Team
- Finance
- Tasks
  - Tasks Report
  - Tasks Without Notes Report
- Scheduling
Directory
Resources
- Overview
- Creating Resources
Finance
- Invoice Batches
- Invoices
  - Voiding Invoices
  - Invoices
- Payments
- Staff Payments
- Direct Charges
- NDIA Managed Participants - Invoicing Brokerage Process
- Adding a Users Name and Registration Number to Invoices
- Importing Invoices to Quickbooks
Notifications
- Notification Overview Walkthrough
- Plans & Services
- Participants
- Team
- Forms
  - Incident Notifications
  - Referral Notifications
- Scheduling
Exports
- Exports Overview Video
- Participants
  - Participants
  - Notes
  - Risks
  - Contacts
  - Participant Tags Export
  - Utilisation
  - Goals
  - Plans
  - Records
  - Information Items
  - Documents
- Finance
- Forms
  - Form Submissions
  - Referrals
- Tasks
  - Tasks
- Users
  - Users
  - Login History Export
- Directory
- Other
  - Signature Request Export
- Shifts
  - Shifts Export
  - Completed Shifts Export
Users
Settings
Billing
Integrations
- Xero Integration
API
- API Overview
- How to Set Up an API Key
Affiliates & Referrals
- Referee Program
- Affiliates
Other
Post Mortems
- 19th March 2026 Outage

Post Mortems

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