CareTrax Shortcuts

CareTrax Shortcuts

CARETRAX SHORTCUTS

Overview




What is this?
Why is it Important?
"Power Users" can take advantage of features that are really quite easy and quick to learn. This article discusses the following:

A. Viewing recently items
B. Printing records or lists of records
C. Quick Searching for records
D.  Exporting lists to XLS format
E. Setting up Reports for different purposes
F. Modifying your HomePage dashboard and widgets
Knowing and using these features using them as part of your daily tasks allows you to work smarter, be more efficient and maintain better accuracy in the system.


Step-by-Step




Step
Description
Screenshots
A. Viewing recently items

B. Printing records or lists of records

C. Quick Searching for records

D. Exporting lists to XLS format

E. Setting up Reports for different purposes

F. Modifying your HomePage dashboard and widgets



Video Demonstration