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Getting Started
First Login & MFA Setup
Your Dashboard
Understanding Roles
Intake Pipeline
How Clients Enter the System
Pipeline Stages
Transition Gates
Intake Workbench
Contact Logging
Hold & Snooze
Financial Counseling
Clients
Client Records
Households & Contacts
Service Enrollments
Authorizations
Documents
Waitlist
Staff
Staff Records
Capacity Tracking
Insurance Credentials
Caseload Health
Notifications
Notification Types
SLA Tracking
Notification Rules
Admin & Settings
Organization Setup
Pipeline Configuration
CSV Import
Team Management
Settings Reference
Help Center
Getting Started
Set up your account, learn the dashboard, and understand what you can access.
First Login & MFA Setup
How to log in for the first time and set up multi-factor authentication.
Your Dashboard
What you see when you log in and how to read the dashboard widgets.
Understanding Roles
What each role can see and do in KeepSight.