DOCUMENTATIONCLIENTSAdd New ClientsView and Update ClientsDietary RequirementsClient SuspensionsDeactivate ClientsReactivate ClientsSearch For ClientsAdvanced SearchClient NotesSTAFFAdd a Staff MemberView and Update StaffUsernames and PasswordsUser PrivilegesUser NotificationsVOLUNTEERSAdd a VolunteerView and Update VolunteersVolunteer FilesVolunteer Notes and TrainingVolunteer Job HistoryVolunteer SuspensionsVolunteer Delivery RolesMEAL ADMINCreate MealsView and Update MealsDelete MealsView Meals HistoriesMeal CategoriesMeal IngredientsMeal PropertiesMEAL RUNSView Meal RunsCreate and Update Meal RunsAdd Clients to Meal RunsView Meal DeliveriesMEAL PLANSView Meal PlansAdd and Remove Ad-Hoc MealsCreate Recurring Meal PlansUpdate Recurring Meal PlansMeal Plan TemplatesMENU ADMINCreate MenusView and Update MenusView Menu HistoriesPrint a MenuMenu ChangesJOB ROSTERView the Job RosterCreate New JobsEdit a JobJob ActionsChange an assigned worker for a jobAdd a cancellationView Client & Volunteer Job HistoriesRUN ROSTERView the Run RosterPrint the Run RosterAssign Volunteers & Update AssignmentsVolunteer RolesSTOCK CONTROLAdd Stock ShipmentsView Stock ShipmentsEdit Stock ShipmentsView Stock LevelsView Stock HistoryCLIENT ACCOUNTSView Client Account BalancesView Client Account HistoriesAdd CreditsBulk PaymentsCreate InvoicesView InvoicesPrint InvoicesPay InvoicesPACKAGE PROVIDERSCreating Package ProvidersAdding Clients To ProvidersProvider InvoicesProvider Account HistoryHCPCreate 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 HistoriesMOBILE WORKER APPDownload the appLoginInitial PageJob StatusView JobsNotesCheck in & Check OutDocuments & FilesFEEDBACK & COMPLAINTSFeedbackComplaintsTICKET PORTALHow to access the PortalCreate a New TicketNew Feature/Report Request TicketsPublic Feature Request TicketsMonthly Ticket Portal MeetingsDEX 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 TasksPermissionsAlertsDONATIONSDonorsDonationsCampaignsDonation Summary ReportTIPS & 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
