Overview
When setting up your Evolve system, it is important to take the time to review the training pages in order to understand how best to set up your system to maximize the efficiency of your business processes.
This document is meant to be used as a guide for Admin users for assistance with setting up their Evolve system. There is no specific order that you are required to work in setting up your system; however, this document does help to provide guidance to ensure your system is set up correctly and efficiently.
Companies Page
The Companies page is where you will enter your client companies. Click on the following link for the step-by-step instructions for adding Companies:
Settings Page
The Settings page is where you will configure and manage your company settings and defaults that will drive your Evolve system. Only an Admin user can access this page.
Work through each section completing as much information as possible. If you don’t have all the information to complete each section, you can always come back and make edits/changes.
Fee Schedules and Service Fees
General Services and Fee Schedules that apply to most of your clients can be created and configured under the Settings page. *Services and Fee Schedules that are customized for a certain client can be created and configured under the Companies page.
Personnel Manager
The Personnel Manager page is where you will add new Users, edit/update User Profiles, and set Alerts. Click the following link for instructions on how to add users:
After you have worked through these training pages, you are well on your way to completing your setup! Please refer to our Support Portal for additional training documents.