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Overview

  

Table of content


Step-By-Step

 


STEP 1

 

 

 

 


STEP 2



 

 


STEP 3 

 ❑ Visit Minute Detail

Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes

 

 

 


STEP 4


Visit Minute Detail

 Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes)

 

 

 


STEP 5

Step 5 Description

 

 

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Need help?




STEP 6

Step 6 Description

 

 


STEP 8

Step 8 Description

 

 

 

The best way to get IT support is to use the new Service One Platform.