The first page you encounter when logging into ALIS is called the Dashboard. This includes icons grouped into moveable sections for the main part of the page, and a few icons in a panel on the right.
It is possible to change your Homepage to instead be one of the ALIS HQ Reports. Read this article for more information: How can I set my ALIS Dashboard to an ALIS HQ Report?
Icons and Icon Sections
The specific icons you have available depend on your security permissions in ALIS, and whether your organization has additional features turned on. Some of these additional features include the Drug Count, Inbound Documents, Resident Monitoring, and ALIS Connect.
All icons are available to you based on your Security Role, which contains specific permissions to the features of ALIS. If you are missing an icon or access to any parts of ALIS you need, contact your administrator or contact ALIS Support for help.
There are five possible sections of icons (in no specific order):
- People
- Meds
- Care
- Alerts
- Billing
These sections can be reordered according to your preferences by clicking near the section name and dragging them up and down your page. The order you set will be saved for each time you visit the Dashboard.
Menus and Search
The menus across the top of the page (Dashboard, Prospects, Residents, Medications, etc.) and the Search will be available on on any page in ALIS, not just on your Dashboard.
- In the menus you can navigate to most of the ALIS pages linked in the Dashboard icons, but also many additional reports and settings pages.
- The availability of the menus and items in the menus is governed by your Security Role, which contains specific permissions to the features of ALIS. If you are missing access to any parts of ALIS you need, contact your administrator or contact ALIS Support for help.
Use the search to quickly navigate to the profile of any resident, staff member, or contact you can access.
When you find the name of the person you are looking for, click their name to navigate to their profile. To open the profile in a new tab, you can right-click the name and select 'Open link in a new tab", or hold down the Ctrl key on your PC keyboard when you click it.
Your Search can work in two different ways:
Classic Search
When you start typing in the search bar on the upper right of your page, results will appear below it as soon as you enter one letter. This will include up to five applicants and current residents whose names match your entry and up to five hired staff profiles whose names match your entry.
Enhanced Search
As soon as you click into the search box, you will see the words "Please search for someone" and some checkbox filters at the bottom. These checkbox options allow you to search for different types of residents, contacts, and staff based on your selection. These filters are available based on your Security Role.
Similar to the classic search, as soon as you enter one letter, the names of up to five individuals of each type of record based on your selected checkbox filters will appear based on your entry.
Navigating to other communities
You will find a menu containing community names at the top right of many pages if you have access to multiple communities in ALIS. If your list of communities is large, you might find it helpful use the search within the menu.
You can be given access to other communities without adjusting your Security Role. For more information, read this article: How do I associate a staff member to multiple communities?
Contacting Support and accessing the Helpdesk
Lastly, know your resources! ALIS Support is easily reachable by phone and email using the information at the bottom of every page in ALIS, whether you are on the Dashboard or not. Call us or email us at your convenience!
Links to the ALIS Helpdesk (this very website) are available at the top and bottom of every page in ALIS.
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