Getting started
Everything you need to help get started.
By Billy1 author15 articles
- View broadcast messagesHow to view broadcast messages in CM New World.
- Setup client feedback alertsHow to configure client feedback alerts in CM New World.
- Download visit logsHow to download visit logs from Visit Manager in CM New World.
- Events attach to duplicate client recordWhat to do if events are attaching to a duplicate client record in CM New World.
- Client portalHow to set up a user for the Client Portal in CM New World.
- Add outcomesHow to add and manage outcomes in Client Manager and CM Mobile.
- Journal overviewAn overview of the journal and how it is used in CM New World.
- To do list filtersAn overview of the To Do List and its filters in Client Manager.
- Sharing files in document managerHow to share files in Document Manager in CM New World.
- Client portal guideAn overview of the Client Portal and how to use it.
- Download personal messagesHow to download personal messages in Carer Manager.
- Edit client feedbackHow to edit client feedback in Client Manager.
- Remove missed medication alerts or notificationsEverything you need to know about removing missed medication alerts and notifications in CM New World.
- Apostrophes not showing correctlyWhat to do if apostrophes are not displaying correctly in the client feedback download.
- Roles and permissionsAn overview of roles and permissions in the CM Portal.