iConnect Helpful Tips – APD iConnect

iConnect Helpful Tips for November

How do I clear out Notes that are listed on my Dashboard Screen.

Can I save Provider documentation while I’m in the middle of working on it?

Yes, when working within iConnect, as long as the required fields are completed, the provider documentation record can be saved in case the user needs to step away to answer a phone call or attend to another matter.

Once the user is ready to finish the notes, return to the record and continue typing into the Note Field.

IMPORTANT: Service Providers that “Mark as Read” the Note containing the Support Plan will no longer have access to that Support Plan Note. They will need to reach out to the WSC to retrieve that Support Plan Note.



Previously Released Helpful Tips