Tutorials

Create client event with EVV March 11, 2022 How to create an event/visit/session with EVV (Electronic Visit Verification). Including actual start and end times and GPS coordinates. Link or Unlink events with documents March 9, 2022 Follow these steps if you are missing some information in your documents that are coming from the events you already… Create client event from calendar March 9, 2022 Instructions on how to create an event from the calendar for a client. Please note this will create all required… Save user signature January 4, 2022 Instructions on how to save your own user signature for later use, avoiding having to input the same signature over… Reset Password June 9, 2021 How to reset the password for your account over Office Puzzle.