How to: Catalog a document in Compendium.

3 minutes

Let’s say you’ve developed some official guidelines to help care managers know when to follow up with patients and which follow-ups to prioritize. How do you make these guidelines available to your entire organization?

Watch this three-minute video to see how simple it is to add reports, dashboards, and other data objects to Compendium. You’ll also see how to edit the metadata that describes each object (ex/who owns it, date it was created, etc.).