About the Author

CentralReach Marketplace

www.centralreach.com

We build software for the developmental disabilities sector, with a focus on both research and practice. By creating and improving analysis tools, we help to advance the field and help medical and other healthcare professionals collaborate in real-time.

View All Seller's Products

What's Included

  • Document Management Training Course

    Document Management Express is a premium feature of CentralReach. It allows users to store manage and track documents. It can keep record of several document versions allowing staff to see editing his...

  • How to use this course

    This course consists of several branches or sections. Each branch contains useful information on how the Document Management feature operates. Each branch consists of a video demonstrating the feature...

  • Segment 1: Document Management Permissions

  • Setting Document Management Permissions

    Below is a list of the permissions needed to utilize the Document Management Express. The two permissions below include the ability to upload files as well as to apply or remove organizational labels ...

  • Practice and Apply

  • Quiz - Document Management Permissions

    Read each question and answer choice carefully and choose the best answer..

  • Segment 2: Creating Document Templates

  • Build Document Template

    Document templates allow organizations and HR managers to easily track files that are required recommended or optional for employees and/or clients. Document templates are created specific to a group ...

  • Practice and Apply

  • Quiz - Building Document Templates

    Read each question and answer choice carefully and choose the best answer.

  • Segment 3: Uploading and Classifying a Files

  • Using Document Management Widget

    The Document Management Widget allows users to directly upload and classify files from the Dashboard Module . Users can see notifications of missing or expired documents which ensures all employee fil...

  • Classifying Files

    Files that are collected through custom contact forms or uploaded outside of the employee widget will be stored within the Files Module . This may include documents such as insurance cards copy of dia...

  • Practice and Apply

  • Quiz- Uploading and Classifying Files

    Read each question and answer choice carefully and choose the best answer.

  • Segment 4: Document Management Report

  • Auditing Missing Documents

    After document templates are created and files have been classified the Document Management Report can be used to track missing documents files that have expired and upcoming expiration dates. The rep...

  • Auditing Expired Documents

    Identifying files that are expired or soon to be expired allows users to always stay on top of files allowing users to obtain new documentation. To audit for expired documentation: Navigate to Files M...

  • Quiz - Document Management Report

    Read each question and answer choice carefully and choose the best answer.