Importing Data

Recommendations and instructions on how to enter your data into the system

Digital Forms
Considerations Are there forms already in the system that you would like to add to your collection? Are there additional forms that you would like digiti...
Tue, Oct 30, 2018 at 9:28 AM
Billing Rates
Considerations What rates do you bill for and need in the system? Do you want to have user-friendly names for these rates? Are there non-billable servic...
Tue, Oct 30, 2018 at 9:23 AM
Activities & Templates
Considerations What activities does your team want to note or track? Which activities require forms to be completed? Do any activities require some leve...
Thu, Oct 1, 2020 at 8:29 AM
Staff Roles
Considerations Standard roles are typically: Administrator (full permissions):  Users can access every piece of functionality in HealtheFirst Basic User...
Fri, May 29, 2020 at 9:06 AM
Staff
Considerations Who needs access to the product?  If you are running a pilot or trial, which group of users will be taking part? What permissions does eac...
Fri, May 29, 2020 at 9:07 AM
Client Statuses
Considerations How should clients be grouped? Which billing codes need to be setup as defaults for clients? Entering Data Use the standard HealtheF...
Fri, May 29, 2020 at 9:08 AM
Client Custom Fields
Considerations Is there data we want to capture that isn't already part of the client profile? Is it better to capture extra data in a custom field,...
Fri, May 29, 2020 at 9:08 AM
Clients
Considerations Which clients need to be entered into the system?  If you are running a pilot, which group of clients need to be entered first, for this to...
Mon, Jan 18, 2021 at 9:12 AM
Services
Considerations Are there any services fulfilled outside of the system that need to be entered?   Are there scheduled services in your old system that nee...
Tue, Oct 20, 2020 at 9:15 AM