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This is the section where you could control all the details that you wanted to show / hide from the support worker / portal app of Brevity. The red text that this will be seen from the mobile app. The blue text means that this will be seen from the portal app.
Show Portal Service History - Show Portal Service Report - This will hide the service history of the client if you set this to No. If you set this to Yes, your support workers could see the portal history of the client
Show Mobile app Leave - This is the section where you could allow your employee to create their leave. If you set this option to No, the leave tab from the mobile app will disappear so they could not create a leave request.
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Show Portal Address / Phone / Mobile - This will hide the client's details (such as address / phone and mobile) from the support worker. If you set this to No, the client's address will be hidden when you click on the shift to see the shift details.
Show Portal funding - This option will let you hide or show the client's funding from the portal. You could see the funding when you open the client's record from the client's tab.
Show Portal All documents - This option will let you control all the document that they could see from the portal. If you set this to No, Brevity will just show all the shared documents. If you set this option to Yes, it will show all the document of the client from the portal.
The next option are for the client's mobile app. There are two option that you could set for the client's mobile app. If you want to see the full guide for the client mobile app, click on this link (Client Mobile App)
Allow Client Service Request - This will give you an option if you want the client to request for a service schedule from the client's mobile app.
Show Client plan Balances - This option will let show show their funding balance from the client's mobile app. If you set this to No, all their funding will be hidden from the client's mobile app.
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Editing the Branch Details
By default, the Branch information is already filled in on this page. Change the Branch Information and once done, click on the save button to save your Branch Information
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Changing the Letter Head
Letter Head is a picture for your company logo. Brevity includes the letter head in generating reports. You can change the letter head by clicking on the Choose File button.
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For Mac users, you can browse the logo you want to upload and click on the choose button.
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Service Agreement Template
Service Agreement Template is a document that can be used in generating Service Agreement Document. This section will let you manage the documents wherein you can add a new service agreement template, delete the template or download the template.
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Uploading the Service Agreement Template
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For Mac users, browse the file you want to upload and then click on the choose button
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Changing the file view
You can change the view of the file by clicking on the horizontal bars
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It will display the Service Agreement Template in List View
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Action Button
Action Button will let you download or delete the Service Agreement Template.
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Click on the Download Template will download the template to your computer. Clicking on the Delete button will delete the template on the list. If you delete the template, you cannot retrieve the template so please be careful in deleting the template.
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File Preview
If you want to view the document, click on the document you want to view.
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A new window will pop up. It will show you the contents of the file.
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Adding Another Branch
If your company have two or more branches, you can add another branch in Brevity. From the Branch setup, click on the + New button from the upper right corner of the branch setup.
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Fill in the details for the New branch. Once done, click on the save button to create the new branch.
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