Using Penelope
Documents, Events, PenelopeMobile
110 articles
RTE - formatting and copying/pasting tipsIf you experience any "issues" while using RTE, see tips below
Documents and Assessments Feature Glossary
How to Sign a Document
Editing Documents: Adding a Revision vs. Making Changes Outside of a Revision
Score Page
Rich Text EditorThis upgrade became available on July 2022 to all customers.
Troubleshooting: "Numeric format is invalid"
Troubleshooting: "Unidentified client total" DSS error
Troubleshooting: "A progress/close document cannot be completed before an initial document exists."
Troubleshooting: Scores not calculating after finishing Document
Troubleshooting: Text entered into Document not saving
Event Setup
Adding an Event TypeActive Inactive Event Type
Adding an Indirect Event TypeActive Inactive Indirect Type
Booking a Service Event
About Booking a Service Event
Case Notes (Service Event Notes)
Adding a Service Unit to the Cart
Booking Ongoing Appointments – Service Events
How to Revert Service Event Attendance
Resource List
Reschedule a Service Event
Recording Attendance
Printing a Service Event
Service Event Mark Followup Required
Service Event Review
Keeping track of cancelled Service Events
Navigating the Service Event
Rcopia Single Patient Mode Training Manual
Event Billing Summary Report
Adding an Informal Series
How to Add a Video Chat Link to a Service Event
Informal Series Events
Informal Series Roster
Informal Series List Page
Informal Service Page
Informal Series Page
Creating Custom Outbound Spam Policies
Booking an Indirect Event
Indirect Event Page
Informal Event Page
Informal Services
Reschedule an Indirect Event
Agency Events Page
Delete/Cancel an Indirect Event
Known Issue: Agency Event 404 Print ErrorError 404 when trying to print Agency Events Page
Known Issue: Event Booking Error in ImplementationError message: ERROR: invalid input syntax for integer: ""
Troubleshooting: ‘Scheduling Conflicts and Warnings’ error
Pre-Enrollment List Overview
Enroll/Assign a Client from the Pre-Enrollment List
Pre-Enrollment Page
Pre-Enrollment Matching Page
Adding a Client to the Pre-Enrollment List (Waitlist)
Enroll a Client using the Add Service Function
Adding a Service File
Add Service File Wizard
Start Client Communication (SMS/Email)
How to Close a Service File
Changing the Presenting Participant
Add/Change the Presenting Issues
Navigating the Service File
Service Billing Summary Report
Service File Note Page
Service File Setup
Using Anonymous Services
Anonymous Service Type Page
Anonymous Service Page
About the Case
Creating a Case
Navigating the Case
Add IndividualHow to add an individual / client to Penelope
Case Billing Summary Report
Navigating the Individual Profile
Anonymous Service List Page
Safety Concern and Financial Concern Flags
Using the Intake Wizard
About the Intake Wizard
Troubleshooting: Event booked through Add Service Wizard not picking up Availability Site
Troubleshooting: Cannot remove Individual from a Case
Troubleshooting: Intake Wizard notes not saving
Troubleshooting: "Document Date cannot be in the future" when closing Service File
Troubleshooting: Service File Cannot be Closed
Troubleshooting: Worker not appearing when attempting to add them to a Service File
Group Page
How to Add a Group
How to Close a Group
Group Event Page
Booking a Group Event
Editing a Group Event
Remove Non-Resolved Events from a Group
Updating Group Attendance Limit
Adding Workers to a Group
Adding Resources to a Group
Adding Group Notes
Group Service Units
Add Clients to a Group
Reschedule a Group Event
Record Attendance for a Group Event
Group Event Summary Report
Group Summary Report