Setup Guide Introduction This guide lays out the system setup options to prepare the Webroster.net system to be ready for use. More detailed information regarding the features available in Webroster.net are found in further guides on the eLearning site. Check Read More …
Tag: v4
Client Portal v4
Introduction There is a new format Client Portal. This Portal is an edited version of the standard Webroster.net screen used by the office staff. The Client can only see their own information and data relevant to them, for example their Read More …
Alerts Management
Select the Alerts icon towards the centre of the top menu bar. This displays the Alerts window. The alerts screen opens as a pop up, to enable the user to move to a 2nd screen to allow management of alerts at the same Read More …
Client Manual v4
The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of Read More …
Sales – v4
The Sales area of Webroster provides a means of keeping track of sales customers and existing customer details. The principle is that Customers are people who the company has done business with already, whereas the Sales Customer is someone that Read More …