23 STEPS

1. Open your web browser and go to the S4Success website (www.s4s-surveys.com). On the login page, enter your assigned username in the Username field.

2. Then enter your Password

3. Click Login

4. If you don't remember your password, click Forgot Password to reset it. For detailed instructions, watch the password reset tutorial video.

5. After entering your credentials, a 6-digit OTP will be sent to your registered mobile number and email. This example email shows the OTP. Check your junk folder if it doesn’t appear in your inbox.

6. Enter the OTP number, then click Verify Code.

7. Once logged in, you’ll land on the Workflow page, showing all clients entered into S4Success. You can sort this list by filters such as name, email, facility (if multiple exist), or intake date.

8. You can view your client list in several ways. Select the number of rows per page to display, which can be useful when exporting the list.

9. Choose from 5, 10, 15, or All rows per page. You can also click the next page icon to view additional client profiles.

10. From the Workflow page, you can add a new client profile. For step-by-step instructions, watch the tutorial on creating a client profile.

11. To find a specific client, type their first or last name in the search field and press Enter.

12. To access a client profile, click on the blue arrow icon

13. You can also click the blue pencil icon to open the client profile with the edit function active.

14. To archive a client profile, contact the S4Success team.

15. To open the sidebar menu, click the three stacked lines on the left side of the screen

16. When a client has automated messaging enabled on their profile, those options will appear in the sidebar menu. To learn how to activate or deactivate automated messaging, refer to the tutorial video on this topic.

17. When automated messaging is inactive, those options will not appear in the sidebar. Note: Client Info, Client Success, and Client Clinical Report will open the last client profile you accessed.

18. Before exporting a client list, choose how many rows per page to view, sort the list as desired, and select your export file type. Available options include CSV.

19. PDF

20. and Excel

21. When finished using S4Success, log out by clicking the top right icon and selecting Logout. This helps ensure all client data and your client list remain secure and confidential.

22. If the system detects 20 minutes of inactivity, a 5-minute timer will appear asking if you’re still active. If no action is taken, S4Success will automatically log you out.

23. That’s everything for now. Next, check out our other videos to keep building your skills.

20 STEPS

1. Open your web browser and go to the S4Success website (www.s4s-surveys.com). On the login page, enter your assigned username in the Username field.

2. Then enter your Password

3. Click Login

4. If you don't remember your password, click Forgot Password to reset it. For detailed instructions, watch the password reset tutorial video.

5. After entering your credentials, a 6-digit OTP will be sent to your registered mobile number and email. This example email shows the OTP. Check your junk folder if it doesn’t appear in your inbox.

6. Enter the OTP number, then click Verify Code.

7. Provider Staff credentials are the most limited in S4Success. You can only view the client list, success reports, and automated messaging plans, and export this information.

8. Once logged in, you’ll land on the Workflow page, showing all clients entered into S4Success. You can sort this list by filters such as name, email, or intake date. Provider Staff credentials can only be assigned to one facility.

9. You can view your client list in several ways. Select the number of rows per page to display, which can be useful when exporting the list.

10. Choose from 5, 10, 15, or All rows per page. You can also click the next page icon to view additional client profiles.

11. Clicking the blue diamond icon will take you to the Client Success Report.

12. From the Client Success page, click the three stacked lines to open the sidebar menu, you can access the Client Clinical Report. To learn more about these reports, watch the related tutorial.

13. When a client has automated messaging enabled on their profile, those options will appear in the sidebar menu.

14. To find a specific client, type their first or last name in the search field and press Enter.

15. Before exporting a client list, choose how many rows per page to view, sort the list as desired, and select your export file type. Available options include CSV.

16. PDF

17. And Excel

18. When finished using S4Success, log out by clicking the top right icon and selecting Logout. This helps ensure all client data and your client list remain secure and confidential.

19. If the system detects 20 minutes of inactivity, a 5-minute timer will appear asking if you’re still active. If no action is taken, S4Success will automatically log you out.

20. You’ve now learned how Provider Staff credentials work in S4Success. Continue watching our other tutorials to get the most out of the system, and don’t hesitate to contact S4Success support for help.

24 STEPS

1. Open your web browser and go to the S4Success website (www.s4s-surveys.com). On the login page, enter your assigned username in the Username field.

2. Then enter your Password

3. Click Login

4. If you don't remember your password, click Forgot Password to reset it. For detailed instructions, watch the password reset tutorial video.

5. After entering your credentials, a 6-digit OTP will be sent to your registered mobile number and email. This example email shows the OTP. Check your junk folder if it doesn’t appear in your inbox.

6. Enter the OTP number, then click Verify Code.

7. Once logged in, you’ll land on the Workflow page, showing all clients entered into S4Success. You can sort this list by filters such as name, email, facility (if multiple exist), or intake date.

8. The Days of Discharge column shows the number of days since a client's discharge, based on their profile data. This helps when reviewing Business Intelligence reports. For details, see the Business Intelligence tutorial.

9. You can view your client list in several ways. Select the number of rows per page to display, which can be useful when exporting the list.

10. Choose from 5, 10, 15, or All rows per page. You can also click the next page icon to view additional client profiles.

11. From the Workflow page, you can add a new client profile. For step-by-step instructions, watch the tutorial on creating a client profile.

12. To access a client profile, click on the blue arrow icon

13. You can also click the blue pencil icon to open the client profile with the edit function active.

14. To find a specific client, type their first or last name in the search field and press Enter.

15. To archive a client profile, contact the S4Success team.

16. To open the sidebar menu, click the three stacked lines on the left side of the screen

17. When a client has automated messaging enabled on their profile, those options will appear in the sidebar menu. To learn how to activate or deactivate automated messaging, refer to the tutorial video on this topic.

18. When automated messaging is inactive, those options will not appear in the sidebar. Note: Client Info, Client Success, and Client Clinical Report will open the last client profile you accessed.

19. Before exporting a client list, choose how many rows per page to view, sort the list as desired, and select your export file type. Available options include CSV.

20. PDF

21. and Excel

22. When finished using S4Success, log out by clicking the top right icon and selecting Logout. This helps ensure all client data and your client list remain secure and confidential.

23. If the system detects 20 minutes of inactivity, a 5-minute timer will appear asking if you’re still active. If no action is taken, S4Success will automatically log you out.

24. That’s everything for now. Next, check out our other videos to keep building your skills.