Procura Desktop
Help articles and resources for desktop users.
Settings and Options
Navigation
- Procura Log In
- Procura Shortcuts
- Navigate the Main Ribbon
- Search for a Client
- Search for an Employee
- Find and Navigate an Employee or Client's Schedule
Scheduling
- The Scheduling Calendar Overview
- Enter Employee Availability
- Create a Client Schedule
- Scheduling Planners
- Scheduling Visits
- Conflict Checking
Attendance Type Scheduling
Groups Scheduling
Audit Logs
Employee Shift Scheduling
Dated Notes
- Add a Dated Note
- Discontinue a Dated Note
- Dated Notes Written in Error
- Filter for a Dated Note Type
- Dated Note Types
- Add a Client Update Note
Tasks and the Tasks Planner
Reports
Leave Planning
Employee Management
- How to Add Leave Entitlements for New Regular CHWs
- Replace an LPN Supervisor
- Indicate that an LPN is a Supervisor
- Terminate an Employee (CHW)
- CHWs Who Work at Multiple Sites
- How to Locate an Employee (CHW)
Data Quality
Extras
- Scheduling for the Phone Refresh Project
- Procura/Home Support Glossary
- Schedule Generation: Log Files and Issues
- Guaranteed Minimum Hours for CHWs References
- Procura Desktop to Mobile Information Mapping
- See What Activity Will Occur on a Visit (Read-Only)