Compass Pilot Front Desk Quick Reference Guide

1 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 1 Compass Pilot Front desk Quick Reference GuideCOMPASS Pilot Front DESKQUICK Reference GUIDEL ocating 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.

2 To add a member to People:1. Click on the People button in the Navigation Click on the button Add New Member(s) To People (Fig. 1).If the button is not visible, click Clear in the search criteria area. Fig. 1 Add New Member(s) To People3. Complete the necessary fields in the Add People Membership Documents Using CaptureCompass Capture enables you to digitally scan case file documents, send them to yourself and/or a different recipient, and submit them to the Document Management System (DMS). Launching Capture and Selecting a User and RecipientYou can launch Capture from People by clicking on the Scanner icon or from the Capture button in the Navigation Pane. To select a User and Recipient:1. Click on the Recipient(s) Click on the Select User icon to the right of the User field (Fig. 2) and select a username from the resulting Click on the Add Recipient(s) button and choose the recipient(s) from the list displayed.

3 Or, click on the Remove Recipient(s) button to remove a recipient from the list (Fig. 3).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 2 Compass Pilot Front desk Quick Reference Guide Fig. 2 Recipient(s) tab Fig. 3 Add Recipient(s), Remove Recipient(s), and Clear All Users/RecipientsEntering Client Search Information1. On the Keywords tab, enter criteria in one of the search fields, for example, Click on the Magnifying Glass icon next to your field entry. -OR-2. Enter multiple autofill keywords and click on the Search If client data: Exists, choose the correct member match from the results list. The remaining fields in the keywords tab are auto-filled with additional member data.

4 Does not exist, you must first add the member to Compass People. Scanning Documents1. Insert the document you want to scan into the scanner, backward and upside-down. 2. Select the appropriate scan options (Fig. 4): Color scans documents in color Duplex will scan both sides of the document and automatically drop blank pages Drop Color will remove a specified color from black and white documents. For example, selecting Drop Color (red) will remove any red, or red-like, marks on the black and white document. Colors you can drop include: Red Blue Green Yellow3. Click the appropriate Document Type Group button (Fig. 4).Current User NameSelect a UserCopyright 2012 Northwoods Consulting Partners, Inc. All Rights Reserved. Northwoods, the Northwoods Bear logo, and Compass are trademarksand service marks of Northwoods Consulting Partners, Inc.

5 All other trademarks and service marks are the property of their respective 3 Compass Pilot Front desk Quick Reference Guide Fig. 4 Scan options and Document Type Group buttons 4. From the sub-menu, choose the appropriate Document Type. This triggers the scanner to begin scanning. A scan preview displays briefly, then an icon displays in the Documents panel and scan details are displayed below it. 5. Repeat the steps above to scan additional documents. Reviewing Scan ResultsThe document displays in the Documents panel with basic scan details below it (Fig. 5). Fig. 5 Scanned image icon with details1. In the Documents panel use the arrow buttons to locate and highlight a document that you want to If the Stage is not visible, click on the Zipper to unhide it. (Likewise, click on the lower Zipper to unhide the thumbnails.)3. Click the Detach bar above the Image Viewer (Fig.)

6 6). The Image Viewer panel detaches from the Stage. Scan data appears at the top of the page. Scan option buttonsDocument Type Group buttonsCopyright 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 4 Compass Pilot Front desk Quick Reference Guide Fig. 6 Detach barSubmitting Document(s) to the DMS To submit document(s) to the DMS:1. Click on the File button (Fig. 7). A pop-up message lets you know that the documents were successfully imported. Fig. 7 File button2. A Print dialog box opens, prompting you to print a receipt. Choose Yes, No, or Cancel. Searching For and Viewing a DocumentTo search for a document in Compass Pilot :1.

7 Click on the Documents button in the Navigation Enter search criteria in the Document search fields. Click on the + symbol to repeat fields. Click on the - symbol to remove a field once it has been added. 3. Click Search to search for the document using the specified criteria. If you click Save Query, your search criteria will be saved and can be accessed in the Saved Queries tab of the Search Criteria area. Clicking Clear will remove all of the field entries. Any documents associated with your search criteria will display in a list (Fig. 8). To view a document:1. Select a document from the search list. The document you select will display in the Stage on the right. The document thumbnails will display at the bottom of the Stage. 2. Click on a thumbnail to move to another page of the document. Copyright 2012 Northwoods Consulting Partners, Inc.

8 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 5 Compass Pilot Front desk Quick Reference Guide Fig. 8 Document Search and previewUsing Actions on DocumentsActions allow you to apply different settings to a document. To choose an Action: 1. Right-click on a Highlight a document and click on Actions from the Toolbar. 2. Select an Action, for example, Assign To Recipient (Fig. 9).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 6 Compass Pilot Front desk Quick Reference Guide Fig.

9 9 Document Actions