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Help Center

Help Center

Help Center

Getting started

Useful Tips on running Elite Reports

Troubleshooting

PRIMHD Extract Error - Incorrect date of birth

PRIMHD Extract Error - Activity after a client's date of death

PRIMHD Extract Error - The same response cannot be used more than once

PRIMHD Extract Error - Date of ADOM prior to the start of the referral

PRIMHD Extract Error - Incorrect NHI number

PRIMHD Extract Error - More than one Service Review with the same collection date

PRIMHD Extract Error - Incorrect Sex

PRIMHD Extract Error - Date of review after the referral end date

Cluster Report / PMR: The numbers don't seem accurate

iPhone/iPad login error - Do you want to download "login"?

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How tos

How to find current clients that have had no activities

How to - View a PRIMHD extract acknowledgement

How to change the team on the Referral

How to - Grant a user permission to rollback a referral status

How to - Print a client's notes

How to request a data fix

How to - Find out what internet browser I am using

How to delete an activity

How to find the client ID number

How to fix duplicate client files

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FAQs

How to add items to Drop Down lists - Site settings > Dropdown lists

Why can't I add an Activity or a Note or an Attachment to a inactive file

How do I change a data field from being optional to mandatory?

Activities - with an activity date after the referral discharge date - how to prevent their entry

I selected the wrong team for an activity. What do I do now?

PRIMHD Activity - What T-Code do I use?

I have accepted a referral that I shouldn't have. What do I do?

How do I open the same client file in two separate windows?

Recordbase password policy recommendations

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