Migration Agent Default
Articles
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Displaying custom policies in the customer list
If you have a policy you wish to show in the customer list, such as a certification, you can set it up to display in the main settings. Note that you can only have Policy 1 and 2 display in the cus...
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Setting up alerts for missing policies in a customer’s account
You can use custom policies to help track if your customers have filled out required forms, have specific skills, or received specific instruction. For some things, like forms, you will want to be ...
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Creating custom policies in the Customer Edit window
You can create a number of custom policies to appear on the Customer Edit window to help you track if your customers have filled out required forms, have specific skills, or received specific instr...
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Requiring customer notes be displayed at POS
If your facility makes use of customer notes you can have the system automatically display customer notes each time you bring the customer up in the POS window. In the Data Entry main window clic...
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Requiring customer notes be displayed at check in
If your facility makes use of customer notes you can have the system automatically display customer notes each time the customer checks in. In the Data Entry main window click Manage and select S...
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Displaying barcodes on check in screen
You can choose to have barcode digits displayed or hidden on the Check In screen. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window. Click ...
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Allowing barcodes to contain leading letters
If you must use barcodes containing leading letters you will need to set the system to allow them in the main settings. However, RGP does not recommend using a leading letter as manually looking up...
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Hiding barcode digits in Edit Customer window
If you wish you can set the system to hide barcode digits in the Edit Customer window, protecting that information from potential fraud. In the Data Entry main window click Manage and select Sett...
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Setting check in prompts for new customers
When creating a new customer, there are a couple of alerts you can have the system provide to ensure the customer gets checked in when added manually or has documents assigned to their profile. I...
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Setting up automatically created new check ins for new customers
If you have created a new customer profile you can have the system automatically check that new member in, saving your staff a step and ensuring the check in doesn’t get missed for that first sessi...
