Admin / Scheduler Portal

• Administration Portal
• Agency Interpreter Contact Bulk Import
• Automation Rules
• Client User Support
• Interpreter User Support
• Partner Agency to Referring Agency

Dashboad

• Dashboard
• On-Demand Dashboard

Jobs (Scheduling)

• Adjusting a Job Assignment
• Bulk Job Import (Video)
• Creating a Job - Healthcare Edition (Training Video)
• Creating a Job Assignment
• Home Page (Job Grid)
• Interpreter Check-in Times
• Job Creation (Training Deck)
• Job Processing (Training Deck)
• Partner Agency (Demo Video)
• Scheduled On-Demand (IAAS)

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Databases

• Client / Location Level Custom Field
• Client / Location Setup
• Client Setup (Training Deck)
• Client Setup Training (Video)
• Consumer / LEP / Patient Grid
• How Interpreters Can Opt for SMS Notifications
• Interpreter Applicant Submission
• Interpreter Setup
• Interpreter Setup (Training Deck)

Financials

• Activities & Overrides (Training Deck)
• Approvals (Training Deck)
• Approvals for Billing & Payroll
• Invoicing
• Invoicing (Training Deck)
• Payroll
• Payroll (Training Deck)
• Processing Approvals, Invoices, & Payroll (Video)
• Quick Books Invoice Numbers
• QuickBooks Desktop

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Reports

• Reports

Administration

• Automation Rules

Maintain Users

• Creating a Client User
• Creating an Admin User
• Creating an Interpreter User
• Maintain Users
• MFA Login

Maintain Languages

• Maintain Languages

Maintain Qualifications

• Maintain Qualifications

Maintain Tags

• Associated Activities
• Maintain Tags (Training Deck)
• Maintaining Tags

Maintain Email Templates

• Agency Interpreter Activity Submission
• Agency Interpreter Activity Submission (Demo Video)
• Failed Email Delivery
• Maintain Email Templates
• Understanding Failed Email Deliveries

Maintain SMS Templates

• How to Unblock SMS Notifications
• Maintain SMS Templates

Maintain Activity / Rates

• Activities & Overrides (Training Deck)
• Maintain Activity / Rates
• Understanding Bill Rate Overrides
• Understanding Client Rate Setup (Training Video)
• Understanding Cost Rate Overrides
• Understanding Interpreter Rate Plans
• Understanding Interpreter Rate Setup (Training Video)

Maintain Company

• Escalation Policy
• How to Block Interpreters from Returning an Assignment
• Interpreter Payment Visibility
• Maintain Company

Maintain Messages

• Maintain Messages

Maintain Custom Fields

• Maintain Custom Fields

Maintain Requests / Appointment Types

• Maintain Requests / Appointment Types

Maintain Dropdowns

• Maintain Dropdowns

Maintain Widget Form

• Interpreter Job Submission Widget (Training Video)
• Maintain Widget Form

Client Portal

• Client Portal Training (Video)
• Client User Authorization
• Job Assignment Resources (Client User)
• Revising a Job Assignment (Client User)
• Submitting a Job Assignment (Client User)

Interpreter Portal

• How Interpreters Can Opt for SMS Notifications
• Interpreter OnDemand Service Calls (Training Deck)
• Interpreter Portal Training (Video)
• Interpreter Web Portal Power Point (Training Deck)
• OnDemand Service Calls (Training Video)

Mobile Application

• Interpreter Mobile App (Training Deck)
• Interpreter Mobile App (Training Video)
• Push Notifications

Healthcare Edition

• Auto Assign Jobs
• Auto Assign Jobs (Training Deck)
• Auto Void All Jobs
• Priority Automation - Healthcare Edition (Training Video)
• Setting Lunch Breaks