How to Update a Donor name on an MRO report
If a donor name on an MRO report needs to be corrected, please contact your MRO and ask them to update the donor name on the report.
From the “Clients” drop-down in the menu at the top of your screen select “View Clients”. Select “View” beside the client’s name the donor you would like to merge is under. Now scroll down to the Donor section of the client and select the “Merge ...
How to set a Donor as active or inactive
**If a donor is in a pool, they are unable to be set as inactive until they have been removed from the pool. Step 1: Click the “Client” drop-down menu on the top menu bar. In that drop-down select the “View Clients” option. Step 2: Beside the ...
Reporting - Generating your Report for On-Site Reporting
First select the “Reporting” button from the menu at the top of your screen. Next select “On-Site Reporting” Now select the type of test you are looking for a report for (You are able to select more than one) then select “Next”. You should be able ...
Reporting -Generating Your Monthly Report for Lab Reports
First select the “Reporting” button from the menu at the top of your screen. Select “Lab Reporting” Now you will select the “Date” column, and choose the date fields you would like included. Next select the “Account & Donor” column and choose the ...
How to Replace a Random Pool Donor
**Once you replace a donor, you are not able to put the previous name back. First, select “Pools” from the menu at the top of your screen, then view pools from the drop-down menu. Now select “View” beside the pool you want to change the donor of the ...