- With the client open, click on the Search icon.
- Type “Treatment Team” in the search bar.
- Click to select “Treatment Team (Client)” from the search results
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- This will bring you to the client’s Treatment Team list page. Click the New icon.
- Note:External types will not pull any information forward. All of the information will need to be entered manually.
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- Click the External radio button.
- Complete all available data in the appropriate fields including the program field.
- Click Save.
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- Last Updated:
- December 19, 2024