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User Guides

Role-based guides for using eSHARS.

Select Your Role

RoleGuideDescription
State AdministratorState Admin GuideSystem configuration, global settings
District AdministratorDistrict Admin GuideDistrict management, user setup, imports
SupervisorSupervisor GuideVisit approval, quality oversight
Clinician/ProviderClinician GuideDocumenting visits, caseload management
Finance StaffFinance GuideInvoicing, receivables, cost reports
EDI AdministratorEDI Admin GuideEligibility, billing transactions

Quick Start by Role

Clinicians

  1. Log in at your district URL
  2. View your caseload on the dashboard
  3. Select a student to document a visit
  4. Complete visit form and release for approval

:octicons-arrow-right-24: Clinician Guide

Supervisors

  1. Log in and check pending approvals
  2. Review visit details
  3. Approve or reject with comments
  4. Monitor provider productivity

:octicons-arrow-right-24: Supervisor Guide

District Administrators

  1. Manage users and roles
  2. Configure district settings
  3. Import student and ARD data
  4. Monitor district metrics

:octicons-arrow-right-24: District Admin Guide

Getting Help