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Homepage, Filtering and Adding a New Facility

Mastering the Dashboard: Manual Facility Entry, Filters, and Exports

 

In this comprehensive walkthrough, you'll learn how to get the most out of your dashboard tools—from manually adding a new facility to filtering and exporting data. We’ll show you how to:

  • Manually add a facility when it’s not auto-populated.

  • Use filters to narrow down results and quickly find what you need.

  • Understand each filter and how it applies to your workflow.

  • Export your data in the format that works best for you—CSV, PDF, and more.

  • Manually add a facility when it’s not auto-populated.

  • Use filters to narrow down results and quickly find what you need.

  • Understand each filter and how it applies to your workflow.

  • Export your data in the format that works best for you—CSV, PDF, and more.

Whether you're cleaning up records or prepping for reporting, this video helps you work smarter, not harder.

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Introduction to Certify Credentialing Solutions

Certify: The Future of Provider Data Management

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