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Service Providers, Clients, and Facilities

 
The home page contains links to the service providers, clients, and facilities that your user account has access to. Additionally, administrators have access to links for COGS setup, the demo data setup page, client rejection reason page, system status page, and the system log.
 
Service Providers, Clients, and Facilities
 
 
1

Service Provider List

1. Service Provider List
The service provider list consists of four links.
Clicking on the name of the service provider takes you to the service provider home page that displays the clients and facilities for that service provider.
Status takes you to the service provider getting started page.
Metrics links to the service provider metrics page, which provides useful charts for a system administrator regarding user performance.
Edit allows the administrator to change the display name of the service provider.
2

Client & Facility List

2. Client & Facility List
The client and facility list shows each active client and each facility under that client.
Clicking on the client name takes you to the client home page that displays the facilities and workpools under that client.
Status links either to the client getting started page or the facility getting started page.
Edit links either to the client edit page, or the facility edit page.
3

COGS Setup

3. COGS Setup
This links to the COGS setup page.
4

Demo Date

4. Demo Date
This links to the demo data setup page.
5

Client Rejection Reasons

5. Client Rejection Reasons
This links to the client rejection reasons setup page.
6

System Status

6. System Status
This links to the system-level getting started page. This page is where service providers are created.
7

System Log

7. System Log
This links to the system log. This page is used for Streamline Health to resolve any errors that may have occurred in the system.