Client record navigation with UI Refresh

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Navigate the Client Record of NPAWorks with the UI Refresh

The document will instruct the user how to navigate and find all the buttons on the client record of NPAWorks.

  1. The Personal BannerStudent
    1. Save the client record
    2. Save and close the client record
    3. Refresh the client record
    4. Cancel

    Integrations

    1. Clinical

    Contacts

    1. Add a new contact
    2. Remove a contact

    Personal

    1. Add Photo
    2. Clear Photo
    3. Close and unpin the banners
  2. The Enrollments BannerStudent
    1. Save the client record
    2. Save and close the client record
    3. Refresh the client record
    4. Cancel

    Funding Source

    1. Add an enrollment
    2. Remove an enrollment
    3. Close and unpin the banners
  3. The Contracts BannerStudent
    1. Save the client record
    2. Save and close the client record
    3. Refresh the client record
    4. Cancel

    Contracts

    1. Add a new Contract
    2. Remove a Contract
    3. Copy Contract
    4. Archive Contract
    5. Unarchive Contract
    6. View Contract
    7. View Client Information Form

    Service Locations

    1. Add Service Location
    2. Remove Service Location
    3. Map Address
    4. View/Edit Service Location
    5. Propagate Service Location
    6. Close and unpin the banners
  4. The Services BannerStudent
    1. Save the client record
    2. Save and close the client record
    3. Refresh the client record
    4. Cancel

    Service Contract

    1. Add a service contract
    2. Remove a service contract

    Service Calendar

    1. Select All
    2. Clear All
    3. Distribute Weeks

    Integration

    1. Skills
    2. Close and unpin the banners
  5. The Notes and Issues BannerStudent
    1. Save the client record
    2. Save and close the client record
    3. Refresh the client record
    4. Cancel

    Notes & Issues

    1. Add new note
    2. Remove note

    Attachment

    1. Add attachment
    2. Remove attachment

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