Admin

Add User

Only the System Administrator can create a new user.

To learn more about the Add User and additional features, click here

User List

For the user to see the current Counselors using the site, click the Admin Tab -> User List and the following screen appears

This feature also helps to see which Counselors are currently inactive and cannot use the site. To find out, just choose inactive from the status drop down and then a list of all the inactive users will appear.

To learn more about the User List and additional features, click here

Agency Information

This screen shows detailed information about the Counselor and contact information for that Counselor.

To learn more about the Agency Information and additional features, click here

Announcement

Counselors will be able to create and save new announcements to notify the other Counselors within their agency of any news and/or updates.

To learn more about the Announcement and additional features, click here

Change Password

The change password feature allows Users to change their login passwords.

To learn more about the Change Password and additional features, click here

Manage Roles

The Roles and Privileges feature allows the System Administrator to create and manage new roles and privileges for Users.

To learn more about the Manage Roles and additional features, click here

Assign Role

Once the role and privileges have been created, the System Administrator can assign a certain role to the new user as seen below.

To learn more about the Assign Role and additional features, click here

User Profile

This feature allows the Counselor to update their contact information in the portal and once the information has been updated on the screen, click on the Save button:

To learn more about the User Profile and additional features, click here

Manage Workgroups

For the user's role, having the privilege "Manage Workgroups" can be found under the Admin tab, so the admin can create and maintain the different groups and update any information regarding those specific groups.

To learn more about the Manage Workgroups and additional features, click here

Manage Workgroup Hierarchy

User can add the Parent-Child relationship in the "Manage Workgroup Hierarchy" as seen below.

To learn more about the Manage Workgroup Hierarchy and additional features, click here

Manage Client

The main user has the right to "Manage the Client" from the Admin tab.

To learn more about the Manage Client and additional features, click here

Import Case

The RxOffice^® Premium portal offers Counselors the option to Import Cases from another source without having to create a new case in the portal.

To learn more about the Import Case and additional features, click here

NFMC Import Case

The RxOffice^® Premium portal offers Counselors the option to Import NFMC Cases from another source without having to create a new NFMC case in the portal.

To learn more about the NFMC Import Case and additional features, click here

Import Duplicate NFMC Cases

The RxOffice^® Premium portal offers Counselors the option to Import Duplicate NFMC Cases from another source. Also with this option, the Counselor would receive credit for the duplicate cases.

To learn more about the Import Duplicate NFMC Cases and additional features, click here

Notes/Email Template

The feature, Notes/Email Template is located at the Admin tab, which provides Users the ability to create and save different Notes and Email templates that can be used for all or specific contacts.

To learn more about the Notes/Email Template and additional features, click here

User Case Assignment

This feature allows the Counselor to reassign either new cases or cases in progress between two different Counselors.

To learn more about the User Case Assignment and additional features, click here

Search Borrower

The Search Borrower screen shows that the Admin can search for a certain user who needs their password reset.

To learn more about the Search Borrower and additional features, click here

Reset Borrower Password

The Reset Borrower Password screen allows the Admin to select the specific Borrower whose password needs to be reset and once the Borrower has been selected, the User clicks on the reset password button at the bottom of the screen.

To learn more about the Reset Borrower Password and additional features, click here

DHCD Import Case

Provides Counselors the ability to Import DHCD Cases without having to create the same case in the portal.

To learn more about the DHCD Import Case and additional features, click here

HCO Import Cases

The RxOffice^® Premium portal provides the Agent to Import HCO cases.

To learn more about the HCO Import Cases and additional features, click here

Manage Roles

The Roles and Privileges feature allows the System Administrator to create and manage new roles and privileges for Users. To find this, click the Admin tab -> select Manage Roles to see below screen:

To create a new role in RxOffice^®:

1. 1. Click on the New Role button
2. 2. Provide Role Name (required) and Role Description (optional)
3. 3. Click on the module/role menus and select the corresponding privilege for each role

1. 4. Once completed going through each role, click on the save button
2. 5. Now the new role is saved and will be seen on the main manage roles screen

Assign Roles

Once the role and privileges have been created, the System Administrator can assign a certain role to the new user as seen below.
To assign a role to a new user, just click on the user's name and the screen will appear:

To assign new role to a User:

1. 1. Click on Users Name
2. 2. List of Roles under Users Name appears as seen below:

1. 3. Check box under Assign column of the role to be assigned to the User
2. 4. Click on the Save button

If the user is assigned the role of Admin, then that user has access to everything on the portal and can see all the assigned jobs, case queues, and work group hierarchies within their agency.

User Profile

This feature allows the Counselor to update their contact information in the portal and once the information has been updated on the screen, click on the Save button:

Manage Workgroups

For the user's role, having the privilege "Manage Workgroups" can be found under the Admin tab, so the admin can create and maintain the different groups and update any information regarding those specific groups.

When the user clicks on the New Workgroup button at the bottom of the Workgroups screen, the Add Workgroup window appears, so the admin can make a completely new group and then save it:

After the information is saved, then the new workgroup will be added to the current list and the Admin will be taken back to the main Manage Workgroup screen.

Manage Workgroup Hierarchy

User can add the Parent-Child relationship in the "Manage Workgroup Hierarchy" as seen below. The Parent-Child relationship means that the main workgroup would be called the "Parent" and any second or third group would be considered the "Child," which is an additional workgroup.

Manage Client (For more information about this feature, refer to the Manage Client job aide)

The main user has the right to "Manage the Client" from the Admin tab. The Manage Client feature shows the number of cases against a Borrower. Also this feature allows the user to search for a certain Borrower based on particular search conditions

To learn more about the following features, refer to their separate job aides:
NFMC Import Case
Import Duplicate NFMC Cases
DHCD Import
HCO Import

Notes/Email Template

The feature, Notes/Email Template is located at the Admin tab, which provides Users the ability to create and save different Notes and Email templates that can be used for all or specific contacts. To create a new template, select Notes/Email Template and the below screen appears:

To create a new notes/email template, click on the new template icon and the below screen appears:

1. Select User from dropdown menu, if the template is for a specific User.
2. Select the specific Template Type
3. Enter the Template Name
4. Enter the Template Description (optional)
5. Enter the Subject
6. Select from dropdown menu for Schedule Milestone and Complete Milestone (optional)
7. Enter the Message
8. Click on Save

The information icon lists the different replacement values, so instead of typing specific information for each and every email, the User can select a replacement value and then when the message is sent out, the value is replaced with the Borrower's name or any other key information.

User Case Assignment

This feature allows the Counselor to reassign either new cases or cases in progress between two different Counselors. Just select the User from the From User drop down menu whose cases are being reassigned and select the other User from the To User drop down menu who will be getting these cases. Once the Counselors have been selected, the total number of cases that need to be reassigned will need to be entered in the Count to Transfer box and then the Assign Cases button will need to be clicked.

Search Borrower

The Search Borrower screen shows that the Admin can search for a certain user who needs their password reset. Below shows that the Admin will be able to search for a certain Borrower with their Login ID.

Reset Borrower Password

The Reset Borrower Password screen allows the Admin to select the specific Borrower whose password needs to be reset and once the Borrower has been selected, the User clicks on the reset password button at the bottom of the screen. Once clicked, the Borrower's password has been reset.

Support Help

Any questions regarding these features, contact a member of the RxOffice^® Support Team at support-premium@indisoft.us