DOCUMENTATIONCLIENTSAdd New ClientsView and Update ClientsDietary RequirementsClient SuspensionsDeactivate ClientsReactivate ClientsSearch For ClientsAdvanced SearchClient NotesSTAFFAdding StaffViewing and Updating StaffUsernames and PasswordsUser PrivilegesUser NotificationsVOLUNTEERSAdding VolunteersViewing and Updating VolunteersVolunteer FilesVolunteer Notes and TrainingVolunteer Job HistoryVolunteer SuspensionsVolunteer Delivery RolesMENU ADMINMealsMenusCategoriesIngredients & RestrictionsPropertiesMEAL RUNSViewing Meal RunsCreating and Updating Meal RunsAdding Clients to Meal RunsViewing Meal DeliveriesMEAL PLANSViewing Meal PlansAdding and Removing Ad-Hoc MealsCreating Recurring Meal PlansUpdating Recurring Meal PlansMeal Plan TemplatesJOB ROSTERView the Job RosterCreate New JobsEdit a JobJob ActionsChange an assigned worker for a jobAdd a cancellationView Client & Volunteer Job HistoriesRUN ROSTERViewing The Run RosterPrinting The Run RosterAssigning Volunteers & Updating AssignmentsVolunteer RolesSTOCK CONTROLAdding Stock ShipmentsViewing Stock ShipmentsEditing Stock ShipmentsViewing Stock LevelsViewing Stock HistoryCLIENT ACCOUNTSViewing Client Account BalancesViewing Client Account HistoriesAdding CreditsBulk PaymentsCreating InvoicesViewing InvoicesPrinting InvoicesPaying InvoicesPACKAGE PROVIDERSCreating Package ProvidersAdding Clients To ProvidersProvider InvoicesProvider Account HistoryDONATIONSDonorsDonationsCampaignsDonation Summary ReportDEX REPORTPreparing To Submit Your ReportCreating a DEX ReportSubmitting Your DEX ReportUnderstanding & Fixing ErrorsOASIS REPORTPreparing To Submit Your ReportCreating Your Oasis ReportErrors When Uploading To OasisTASKSCreating TasksAssigning WorkersCompleting TasksPermissionsAlertsHCPCreate a quoteConvert a quote to budgetHCP StatementsHCP Statement reportsManage HCP Package levelsFINANCE INTEGRATIONSXeroMYOBTRANSPORT MODULERepairs & MaintenanceVehicle RosterWeekly Trip RosterAssign Clients to TripsAssign Workers to TripsCancel a TripView Client & Staff Trip HistoriesTIPS & TRICKS ARCHIVET&T #5: Accounts FreezeT&T #4: Account Security & Tips & Tricks ArchiveT&T #3: Daily Meal Deliveries & Balance On DateT&T #2: Online Help ManualT&T #1: Shortcut Buttons, Breadcrumb Links, & Client Name LinksADDITIONAL TUTORIALSAddress Labels TutorialMeal Labels TutorialEmailing Invoices SetupPolixen Portal Instructions
