Initial Training Key Objectives Assignment

Initial Training: Please complete before scheduling and prebilling review
1. Review the attached written instructions and the initial training video at https://www.accupointmed.com/initialtraining.php
2. Learn how to complete the following tasks a. Create a new Employee b. Create a new Client c. Configure Permissions d. Upload and tag Authorization Documents
3. Learn the principles of compliance with respect to clients and employees

Use the following credentials to access the video:
Username: accupoint
Password: accupoint2018!

Practice Assignment: Prior to your Initial Training Review please complete the following tasks:

1) Add / Edit three clients, configure their services, and upload / tag their respective compliance documents/authorizations.
2) Add / Edit three employees, configure their services (hint: check out certification levels), and upload / tag their respective compliance documents.
3) Explore “Permission Groups” and set permissions as needed for each employee.