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The Coalition / Natural Reference

Admin March 9, 2011 Tips & Tricks

Changing Your Password (click here for a detailed video tutorial)

- Click "Account Settings" in the top navigation bar.
- Click "CHANGE PASSWORD" in the navigation column on the left side of the page.
- Type in your old password (or the password that was emailed to you if you used the "Forgot Password" tool, where it says "Old Password".
- Type in a new password where it says "Password".
- Type in your new password again where it says "Confirm Password".
- Click "SAVE", found in the lower right corner of the screen.

Inviting Clients (click here for a detailed video tutorial)

Finding your guest username and password

- Click "Account Settings" in the top navigation bar.

- Click "GUEST CLIENT" in the navigation column on the left side of the page.
- In the box next to where it says "Username" you will find your pre-assigned guest username.  This cannot be changed.
- Where it says "Password", type in a new password that your guests will use to login.
- Where it says "Confirm Password", retype the same password that you just typed in the box above.
- Click "SAVE", found in the lower right corner of the screen.
- This is the same guest user name and password that you will give to every client that you invite to register. (They will create their own unique username and password during their registration.)

Where to send your guests

- Send your guests to www.ourcoalition.org.
- Your guests can login using the guest username that was assigned to you, and the guest password you created. (Please note that this is NOT the same as your personal username and password.)

Activating Clients (click here for a detailed video tutorial)

- Click "Manage Clients" in the top navigation bar.
- Clients that have been activated will have a green dot under the "Enabled" column heading; those that have not been activated will have a red dot.
- Find the name of the client you wish to activate and click the pencil icon to the right of their colored dot.
- Check the box titled "Enabled" (found below "Email" and above "Address").
- Click "SAVE", found in the lower right corner of the screen.
- You can activate clients as soon as they register, or you can wait until after they have been tested and you have assigned information to their site.

Assigning Content to Your Clients (click here for a detailed video tutorial)

- Click "Manage Clients" in the top navigation bar.
- In the navigation column on the left side of the page, click the appropriate heading for the content you wish to assign.  (i.e. "ASSIGN INFO PAGES" or "ASSIGN IMBALANCES".)
- In the drop-down menu in the upper right corner, under the heading "Jump to User", select the client you are going to be assigning content to.
- Check the boxes next to the topics you wish to assign to the selected client. 
- Click "SAVE", found in the lower right corner of the screen.

Assiginging Supplements (click here for a detailed video tutorial)

- Click "Manage Clients" in the top navigation bar.

- Click "ASSIGN SUPPLEMENTS" in the navigation column on the left side of the page.
- In the drop-down menu in the upper right corner, under the heading "Jump to User", select the client you are going to be assigning supplements to.
- Check the boxes next to the supplements you wish to assign to the selected client. 
- Enter the doses in the boxes under the appropriate meal / time of day headings.
- Click "SAVE", found in the lower right corner of the screen.

Progress Charts (click here for a detailed video tutorial)

- Click "Manage Clients" in the top navigation bar.
- Click "PROGRESS CHARTS" in the navigation column on the left side of the page.
- In the drop-down menu in the upper right corner, under the heading "Jump to User", select the client whose progress charts you wish to view.
- If you have not yet assigned progress charts for the selected client, a page will appear that allows you to select which graphs you want made available to that client.  The system normally automatically assigns all charts to any new clients except the Blood Glucose chart.  You need to assign that manually.  Check the boxes next to any unassigned graphs you want to assign and click "SAVE", found in the lower right corner of the screen.

Adding data

- Enter values in the appropriate boxes. (i.e. "Saliva pH" or "Systolic Pressure".)
- Click "ADD". (All boxes for a particular graph must have a numeric value entered before clicking "ADD".)

Adding data under another date

- Enter values in the appropriate boxes. (i.e. "Saliva pH" or "Systolic Pressure".)
-Click on the date box to pop open the calender select tool. Change the time if needed and select a date from the calender.
- Click "ADD". (All boxes for a particular graph must have a numeric value entered before clicking "ADD".)

Deleting incorrect entries

- Click "Manage Entries" underneath any of the "ADD" buttons.
- Find the entry you want to edit and click the trash bin icon under the "DELETE" heading.
- Click "PROGRESS CHARTS" in the navigation column on the left side of the page and re-enter the data correctly.

Changing time zones

- Click "Account Settings" in the top navigation bar.
- Select your correct timezone from the drop-down menu titled "Timezone" (found below "Email").
- Click "SAVE", found in the lower right corner of the screen.
- Your clients have the ability to select their time zone too and can learn how by clicking "Technical Support" found at the bottom of any of their pages.

pH Balancing Chart
(click here for a detailed video tutorial)

- Click "Manage Clients" in the top navigation bar.
- Click "PH BALANCING CHARTS" in the navigation column on the left side of the page.
- In the drop-down menu in the upper right corner, under the heading "Jump to User", select the client whose pH balancing chart you wish to edit.


Assigning content

- Check the boxes next to the food/supplements you want to appear on the selected client's pH balancing chart. 
- Click "SAVE", found in the lower right corner of the screen.

Changing optimal pH zone per client

- Check the box titled "Customize" next to either the optimal urine pH zone or the optimal saliva pH zone, depending on which you want to adjust.
- When the box is checked you can click on the bar to change the numbers in the boxes above.
- Click "SAVE", found in the lower right corner of the screen.

Food/Daily Journal (click here for a detailed video tutorial)

- Click "Manage Clients" in the top navigation bar.

- Click "FOOD / DAILY JOURNALS" in the navigation column on the left side of the page.
- In the drop-down menu in the upper right corner, under the heading "Jump to User", select the client whose journal you wish to view.
- To enter feedback directly on the journal, hover under your client's entry and the cursor will change to a hand.  Click and a box will open that you can type into.  When you have finished typing your feedback, click "SAVE" found under the text box you wrote in.  Your feedback now appears in blue, and this is how your client sees it as well.
- To navigate through a client's journal, use the "prev" and "next" arrows at the top of the page.  Alternately, you can click on the date and a calendar will appear, allowing you to select a specific day to view.

Uploading Results from the Biomedx Software (click here for a detailed video tutorial)

- After completing a case in the Biomedx Studio Software. Click the "Export case" icon.  Choose where you want the file to be saved on your computer and click "Save".
- The saving process can take a minute, so wait until you get a pop-up confirmation that says "Case file export completed successfully" and click "OK".
- From the Coalition site, click "Manage Clients" in the top navigation bar.

- Click "UPLOADED TEST RESULTS" in the navigation column on the left side of the page.
- Click "Add New", found underneath the drop-down menus.
- From the drop-down menu titled "User", select the user whose test results you will be uploading.
- Click "Browse...", locate and select the file you exported from the software onto your computer, and click "Open".
- On the Coalition site, click "SAVE", found in the lower right corner of the screen.
- Once the file uploads you will be taken to a page titled "Client Test Info Editor".
- If no previous topics have been added for this client, simply clicking "SUBMIT" at the bottom will add all of the topics.
- If this is a second test and you are uploading new information, the system allows you to choose between what you already have on the site for the client or what was just added from the software upload.  After you have made your choices, click "SUBMIT" at the bottom of the page.
- To see the outcome of your upload, again click "Manage Clients" in the top navigation bar.  Click "UPLOADED TEST RESULTS" in the navigation column on the left side of the page.  In the drop-down menu in the upper right corner, under the heading "Jump to User", select the client whose test you just uploaded and you will see their data sheet.  Click on the tabs up top to see other uploaded information.  You can also click through the navigation column on the left side of the page and see how imbalances, supplements, etc. have been assigned as a result of the upload and make any specific changes you would like to make.