Compass Pilot Front Desk Quick Reference Guide
Copyright 2012 Northwoods Consulting Partners, Inc. All Rights Reserved. Northwoods, the Northwoods Bear logo, and Compass are trademarksand service marks of Northwoods Consulting Partners, Inc. All other trademarks and service marks are the property of their respective 1Compass Pilot Front desk Quick Reference GuideCOMPASS Pilot Front DESKQUICK Reference GUIDELocating and Adding Members (Clients) in PeoplePeople stores member information, for example, address, marital status, and alerts. Before scanning a document or submitting a form, make sure the member record exists in People. To search for a case or member:1. Click on the People button in the Navigation Click on the Member or Case Enter the search Click From the search list, click on the person you want to the case or member you are searching for does not exist within Compass Pilot , you will need to add them to People.
Northwoods, the Northwoods Bear logo, and Compass are trademarks and service marks of Northwoods Consulting Partners, Inc. All other trademarks and service marks are the property of their respective owners. Page 1 Compass Pilot Front Desk Quick Reference Guide COMPASS PILOT FRONT DESK QUICK REFERENCE GUIDE Locating and Adding Members (Clients ...
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