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Knowledge Base User Guides Webinars

Face Sheets in User Profiles

Face sheets are located in each user’s dashboard and contain information from the “Basics” section. Meta Data and labels can also be added from the face sheet.

The Files Pending My Signature Widget

The Files Pending My Signature widget contains a list of documents that are pending the user’s signature. For employees, the (Files > Access) permission is required to view this widget. For clients, the “Enable access to the Files module” setting must be enabled by the organization. Employees can also select View all files to be …

CR Mobile 4.6 Features

New CR Mobile 4 Features Guide

How to Take a Course as an Admin in CR Institute

Every Admin is set up with a dual-learner account. Users can switch to their dual-learner account by: Selecting Switch to Learner on the left-hand side of the screen. This directs users to the Learner dashboard and “You are currently a learner” will display in the upper left-hand corner. Please note, if the dashboard says, “You are acting as a …

How to Participate in a Class Discussion Board in CR Institute

Some courses include an online discussion forum, which is located below the content in the Learner view of a course. To participate in a discussion thread: Select the general section or one related to your particular topic. Click Start a new Discussion to post your thread or locate an existing thread to add a …

How to View the Last Activity of a Learner in a Course in CR Institute

Admins can view the last activity of a Learner in the Content Actions Log report, which includes start and completion time in addition to timestamps for last activity. Navigate to Reporting on the left-hand side and click Explore Scroll down to the Content Actions section to locate the “What is a learner’s actions within a …

Release 7.10 Workflow Updates

Recorded: 1/26/2022 Length: 6:17 minutes This clip includes innovative new features, such as Clinical Data Management, Assign Selected Branch, Address Management, and a new EVV Report, alongside additional enhancements, improvements, and fixes.

Release 7.6 Workflow

Recorded: 7/21/2021 Length: 1 minute This clip includes updates to CR ScheduleAI, Learn, and Timesheets. In addition, Release 7.6 includes an enhancement to CR Mobile Session Notes, allowing users to add additional signatures to accommodate supervisor signature workflows.

Release 7.0 Workflow

Recorded: 3/19/2021 Length: 2:03 minutes This clip provides a brief overview of workflow updates in the 6.9+7.0 release, including EVV, Draft Timesheets, and Email Login updates.