1. Advisor Session One (#1F): Creative Dashboards & Worthwhile Widgets (10:00am – 10:50am) Shelly Rheinfrank – 614.430.0355 x215

2.  Today’s Agenda ◦ Introduction to Advisor & General Navigation ◦ Introduction to the Dashboard  Changing Existing Dashboards  Adding a New Dashboard ◦ Using Widgets & Creating Creative Dashboards ◦ Navigation Tips & Tricks

5. CustomizingDashboards  Click Customize – upper right corner of Dashboard  Select ‘Change how this Dashboard Looks’  Click ‘Next’  ‘Cancel’ returns to Dashboard.

6. CustomizingDashboards  Change Title  Change Top/Bottom  Change Picture  Select from Left and click ‘Add’ to add.  Select from Right and click ‘Remove’ to remove.  Click ‘Finish’

7. Adding NewDashboards  Same steps except select ‘Add a New Dashboard’  Must have at least one Dashboard  Min 2- Max 6 (widgets)  ‘System Messages’ – must have

14.  Consumer Appointments – Not Scheduled (Case Load)  Consumer Appointments – Scheduled (Case Load)  Employee Benefits  Employee Data – With Expiration (Case Load)  Employee Data – With No Date Completed (Case Load)  Employee Data – Sub- Category – w/ Expiration  Employee Data – Sub- Category w/ No Date Complete  Employee Evaluation Due/Past Due (Case Load)  Expiring Authorizations  Expiring Provider Cert  Incident Tracking Follow-up (Case Load)

15.  Add all alerts on one widget and change colors to identify each alert or…

19. Navigation Tips!Navigation Tricks!  Quick Print Reports  Recent Windows at the bottom  Find & Replace in View Billing  Click on column headers to sort data  FILTERS!  Rename Widgets  2 windows to compare info  Refresh button to update reports  Memorize reports  Window option in the toolbar – WITH CAUTION!  Report Favorite Widget  Ctrl+F to find  Security – start typing user name  Keyboard shortcuts