Carey Group

Platform Overview 2

• Account Types
• User Types

Dosage 2

• Tracking and Managing Client Dosage in TOD
• Finding the Dosage Meter

Passwords and Account Management 3

• Password Reset
• Account Management
• Password Expiration

User Management 6

• Add a New User
• Edit a User
• Delete a User
• View User Details
• Reset a User's Password

View all 6

License Management 3

• Reassigning Licenses
• Assigning Licenses
• Renewing Subscriptions

Super Agency Administration 5

• Adding Sub-Agencies
• Adding and Managing Clients at the Super Agency Level
• License Management at the Super Agency Level
• User Management at the Super Agency Level
• Super Agency Client Transfers

Tool Features 4

• Viewing and Printing Tools
• Tool Notes and Bookmarks
• Tool Navigator
• Text Limit

Client Management 23

• Add a Client
• Client Account Set-Up Communications
• Reset a Client's Password
• Client Transfers
• Unassigned Client Pool

View all 23

Agency Admin Platform Set Up 7

• Getting Started - TOD Agency Administrator
• Additional Dosage Set Up
• Review Tool Response Time
• Setting Up Units
• Allow Staff To Delete Clients

View all 7

Quick Set Up 3

• Agency Admin Getting Started
• Client Set Up
• TOD Quick Start Guide

Client Tool Assignments 13

• Assigning Tools
• Client Tool Assignment Communications
• Accessing Submitted Assignments
• Reviewing Tool Assignments
• Can I assign more than one tool to my client at one time?

View all 13

Reports 2

• Reports
• Usage Report (filters)