Standard Operating Procedure Texas EVV Customer Home Screen Review

Agenda Introduction Home Screen Review Additional Information Quiz

Purpose The purpose of this document is to review the Home Page in the VinCENT system for Texas EVV Customers.

Scope This document is applicable to all Texas EVV Customers.

General Requirements The following requirements must be met. The User must have a User Name and Password to login to the VinCENT system.

Agenda Introduction Home Screen Review Additional Information Quiz

Home Screen Review Home Screen Overview Icon Reivew Agency Home Page Name – User Options User Options – General User Options – Password Log Out Icon

Home Screen Review Home Screen Overview

Home Screen Review Icon Reivew There are 6 icons on the top left hand side of the screen. The icons are Home, Clients, Staff, Call Mgr, Reports and Historian. To access these aresa of the system click on the corresponding icon. Home = Agency Home Page Clients = Client Information Staff = Staff Information Call Mgr = Schedules & EVV calls Reports = Billing, Client, DADs, EVV, Extracts, Financial, Reference, Scheduling, Staff & Ad Hoc Historian = Tracking Changes in the system

Home Screen Review Agency Home Page The Agency Home Page allows for an overview of information at a quick glance. The following widgets are set up: Today's Schedules, Critical Data Checkup, MEDsys Notifications, Upcoming Schedules (Top 25) and Today's No-Shows & Exceptions (Top 25). *Please note: In the Critical Data Checkup section, click on the number in Red to access the information that needs to be corrected.

Home Screen Review Name – User Options When clicking on the User Name in the upper right hand corner, there are User Options available and the User Options Box will open. This box has 2 sections, General & Password.

Home Screen Review User Options – General User Options – General: Allows the User to customize their specific time zone. The Date & Time Format are defaulted and cannot be changed. Click Save in the upper left hand corner of the box after making changes.

Home Screen Review User Options – Password User Options – Password: Allows the User to change their Login Password for the VinCENT system. Enter the new Password in both Password data fields. All Passwords should be at least 7 characters and contain at minimum 1 capital letter, 1 lower case letter, 1 number and 1 special character. This is to ensure the Password meets security requirements. Click Save in the upper left hand corner of the box after making changes.

Home Screen Review Log Out Icon To log out of the system, click on the Log Out Icon in the top right corner of the screen.

Agenda Introduction Home Screen Review Additional Information Quiz

Contact Information Direct questions about this document to: System Administrator

Agenda Introduction Home Screen Review Additional Information Quiz

How does a User Change Their Password? A. A User cannot change their password. B. Click on the User Name to access the User Options Box to change the Password under the Password section. C. Click on the Log Out Icon D. Click on the Home Icon The correct answer is B.

What widgets are displayed on the Agency Home Page? A. There is no home page. B. Today's Schedules, Critical Data Checkup, MEDsys Notifications, Upcoming Schedules (Top 25) and Today's No-Shows & Exceptions (Top 25). C. Clients & Staff D. Reports The correct answer is B.

How can different areas of the system be accessed? A. Click on the corresponding icon to access that area of the system. B. Click on the Log Out Icon C. Click on User Name D. Other areas of the system cannot be accessed. The correct answer is A.