Custom User Groups

Add A Custom User Admin Member

 

Have a unique role at your organization? Have a position that doesn’t quite fit into the hard-coded positions in the portal? Not a problem, we have created a custom section that solves that problem. In this section you can add a new user to the system and create a group that fits their role.

Custom User info

 

Need to store info on the user’s address, phone number, DOB, and much more? No problem, we take care of that in this easy-to-use section that stores basic demographic info on the Custom User.

Custom User Admin Notes

 

Need to take some notes on a particular Custom User? No problem, our user-friendly notes system allows users to take down remarks or comments about a particular therapist. Add info on their performance, their vacation time, or anything else that might be of importance.

Custom User Admin Notes

 

All notes can be added using the notes topic feature allowing users to select a particular topic that they want to assign to this comment for later searching.

Custom User Admin Notes

 

Having trouble finding a note? Not anymore! Use our date filters to easily search through to find notes written days, weeks, or months ago!

Custom User Admin Scheduling

 

The wePortal’s Office Staff scheduler section allows you to keep a close eye on what activities your Custom User are working on. This interesting gadget is also great for assignment allowing administrators and office staff the ability to find availability in the Custom User’s schedules.

Custom User Admin Scheduling

 

Within this scheduling feature Custom User and administrators are able to add, edit, or remove events effortlessly.

Custom User Admin Scheduling

 

Important aspects of this super cool scheduling feature are:

  1. Day, week, and moth views
  2. Event scheduler
  3. Schedule creation based on status (Available for therapy, on vacation, not available, etc.)
  4. Set re-occurring patterns that re-occur daily, weekly, or monthly
  5. Set detailed notes for each event
  6. Start and End Times for each event whether re-occurring or not
  7. Color coding system for event legend that can be updated with custom colors in the system management section
  8. You have to check it out to believe us!!!

Custom User Tasks

 

Sometimes tasks need to be assigned, ok well probably most of the time. So we created this feature with the busy professional in mind.

Custom User Tasks

 

Regardless of the task, our tasking system can help any Custom User stay on top of their to-do list. With our comprehensive tasking feature, Custom User can assign tasks to students or themselves anytime.

Custom User Tasks

 

Custom User tasking feature includes the following items:

  1. Comment section where the person assigned the task can send messages back and forth with the person that assigned the task.
  2. Two step completion process where the person assigned to the task clicks “Complete “and then the person that assigned the task either verifies the task or changes its status to “Not Completed” and sends revisions in the task comments section.
  3. When tasks are assigned, the system will automatically notify the individual that they have a pending task to be completed by email or text.
  4. Custom User can see all relevant information on the task such as title, description, created by, assigned to, status, due date, and creation date.

Custom User Documents

 

File storage, where do we put files and how do we organize them? With our neatly organized system users of the therapist document sections can store files in one of two different repositories, namely Custom User Group and Custom User Specific. The Custom User group is the repository located at the top and the Custom User specific section is the repository located at the bottom.

Custom User Documents

 

This documents feature is like any other in the system in that it is controlled by the user permissions section, so if you don’t want other people to have access to this section, they won’t get it.

Custom User Documents

 

This unique documents section allows users to personalize their documents by changing the text and background color of different documents in this section.

Here is more information on these two innovative sections

 

Custom User Group

Within this section all folders and documents that are designated by administrators or office staff or assigned to all Custom Users will appear here. For example all documents related to all directors such as instructions on how to use the portal, or blank forms would appear here.   This section is visible to all users within the Custom User group section.

Here is more information on these two innovative sections

 

Custom User Specific

Within this section documents that are specific to this particular Custom User are kept. Documents such as liability insurance, documents signed by directors, timesheets, evaluations, supervisor forms and many other documents.

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