Getting Started
Core Concepts
Dashboard
- Dashboard
Scheduling
Tasks
Calendar
Participants
Forms
Incidents
Referrals
- Referrals
- Referral Follow Up
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
  - Recurring Shifts Ending Soon Notification
  - Availability Request Notifications
Exports
- Exports Overview Video
- Participants
  - Participants
  - Notes
  - Contacts
  - Utilisation
  - Goals
  - Plans
  - Information Items
  - Documents
- Finance
- Forms
  - Form Submissions Export
- Tasks
  - Tasks
- Users
  - Users
- Directory
- Other
  - Signature Request Export
Users
Settings
Billing
Integrations
- Xero Integration
API
- API Overview
- How to Set Up an API Key
Affiliates & Referrals
- Referee Program
- Affiliates
Other

Guide Training Videos Changelog Log in

Videos How to filter the Participant export by Tag

Exports

How to filter the Participant export by Tag

Related videos

How to filter the Participant export by Tag