Resources

Instructional infographics.

Visual, step-by-step guides to every part of Unum. As the program continues to develop, some of these may change and others may be added.

For a step-by-step guide to getting started in Unum — including registering and setting up your account — see the Getting Started infographic. For the complete Unum Manual, view here.

Navigating Unum menu options

Overview of Workspaces
Billboard
Clients
Referrals
Messages
Directory
Reporting
Company Forms
ADE Billing
Desk Review
Preferences — Provider Settings
Preferences — Company Settings
Help Center
Log Out

Working with a client record

The Client Record Workspace
Client Dashboard
The Referral Process
Client Photo
Documents
The ROI Process
Sharing a Document
Client Billing
Notes

Treatment provider modules

The Treatment Plan Document
Client Status
Drug Screens
Impressions
Treatment Plan
Goals & Objectives
Approach
Sessions
Prognosis
Appointments
Support

Key features

Unum Glossary
Using a Gateway Device
Creating a New Client
Intake Questionnaires
Macro Tasks
Client Selection of a Referral
Provider Referring a Client
Creating a Clinical Evaluation
Requesting a NEEDS Report
Requesting a Document from Another User
Document Portals
Referral Portal for Non-Unum Users
Initiate an Assessment
Document Options Once Added
Authorized Company Users
Authorized User Rights
Client Billing Settings
Account Types in Unum
Add a Shortcut to Your Desktop
Create a Bookmark in Your Browser