Below you will find our GO Phase video series to start you on your journey with your new system.
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Login & Setup
Log In
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Organization Setup
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Appointment Status Types
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HR Management
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Non-Service Days
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Change Password
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Services
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Funding Sources
Private Insurance: General & Services Tab
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- Navigate Funding Source Records
- Funding Source: Add, Edit, Remove, Inactivate
- Funding Source: General Tab Overview
- Funding Source: Services Tab Overview
Regional Center: General & Services Tab
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- Navigate Funding Source Records
- Funding Source: Add, Edit, Remove, Inactivate
- Funding Source: General Tab Overview
- Funding Source: Services Tab Overview
School District: General & Services Tab
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- Navigate Funding Source Records
- Funding Source: Add, Edit, Remove, Inactivate
- Funding Source: General Tab Overview
- Funding Source: Services Tab Overview
Private Pay: General & Services Tab
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- Navigate Funding Source Records
- Funding Source: Add, Edit, Remove, Inactivate
- Funding Source: General Tab Overview
- Funding Source: Services Tab Overview
Notes & Issues Tab & Inactivate a Funding Source
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- Navigate Funding Source Records
- Funding Source: Notes & Issues
- Funding Source: Add, Edit, Remove, Inactivate
Schools
Add a School Record
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School Record: Notes & Issues
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Inactivate a School Record
Staff Records
Add a Staff Record
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Staff Record: Qualifications Tab
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Staff Record: Pay Codes Tab
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Staff Record: Notes & Issues
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Enter an Individual NPI for Staff Record
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Terminate a Staff Record
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Inactivate a Staff Record
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Client Records
Client Record: Personal Tab
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- Navigate Client Records
- Client: Add a New Client Record
- Client: Add a Client Photo
- Client: Add Contacts
Client Record: Enrollments Tab (Private Insurance)
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Client Record: Enrollments Tab (Non-Insurance)
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Contract & Services Tab for Private Insurance
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Contract & Services Tab for Regional Centers
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Contract & Services Tab for School District
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Contract & Services Tab for Private Pay
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Client Records Notes & Issues
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Copy Contract
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Terminate Client Record
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Click here to continue on to GO Phase 2