Help Articles
486 articles
Access and Permissions
Security, User Authentication
Using Penelope
Documents, Events, PenelopeMobile
System Administration
Database Management, Penelope Configuration, Worker Management, Referrals
System Setup and Maintenance
The System Administrator Account
Accessing Your Penelope Logs
Licenses - Active Named Users
Upload to File Transfer Folder
Master Agency Schedule
Rapid Scheduling – Attending Worker
Adding Agency News
Notify Arrival Feature
ORS/SRS Setup
Reference Page
Managing Attachments
Billing Module
Configuration, How-tos, and Pages
Billing Performance ImprovementsBilling Performance Improvements are on their way to Penelope
Billing SequenceAdding and Removing items from the Billing Sequence can be easy!
CMS 1500 02/12 Field Mapping
Australian Medicare Invoice Address
Service Coverage Grouping
Tax Schedules and Rates
Troubleshooting: Payments are successful in PayPal but are not appearing in Penelope
Reporting
Standard Reports, Views, ODBC, Tableau
Penelope ERD and Data Maps
Organization Data Profile Export
Adding an External Administrator User Group
Collaboration Suite
Workflows, Messages, Calendars
Collaboration Suite Tutorial
My Calendar
Using Your Calendar
Setting a Reminder
Sending Messages
Messages Inbox
Messages, Workflows and Tasks
Client Message Settings
Getting Started with Action Triggers
List of Action TriggersA list of all action triggers currently available, and what you can achieve with them!
Building Action TriggersHow to create and edit Action Triggers
Managing Action TriggersLearn how to Search, Disable, Update, and Delete Action Triggers
Creating a Workflow Task
Create a Client Task
Viewing a Task, Client Task or Reminder
Workflow Task Types
Troubleshooting: Unable to edit "Assigned To" and/or "Who Receives" for Action Trigger
Penelope Modules
NDIS, DSS