Introducing Quick Click, the game-changing feature that simplifies and speeds up visit recording. Designed for ultimate efficiency, Quick Click lets you log client visits with just one click, streamlining your workflow like never before.
đź’ˇ Key Features:
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Easy Setup: Activate Quick Click with a simple toggle right from the dashboard.
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Program Selection: Enable one or multiple programs at the same time.
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One-Click Recording: Search for a client, click their name, and instantly record visits.
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Signature Prompt: Automatically prompts for signatures when required by the selected program.
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Activity Tracking: View and manage recorded visits with the Quick Click Visits history log below the search bar.
🛠️ Getting Started:
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Have your agency manager enable Quick Click for your organization and user account.
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Toggle Quick Click ON for the programs you will be recording visits for.
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Search for clients and record visits with ease by simply clicking their names.
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If a signature is required, follow the prompt to complete it.
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Track your visit history or make edits/deletions as needed.
🔒 Don’t Forget:
When you’re done for the day, toggle Quick Click OFF to close out your session.
Please watch the recording below for more details:
Streamline your processes and make client management more efficient with Quick Click.
Ready to get started or need assistance? Contact Link2Feed Support or your Link2Feed Account Manager.