Client Abbreviated Notes Report
To open this feature, it is client specific, so you must have a patient’s chart already selected. Search for “Client Abbreviated Notes Report [Client].” Client Abbreviated Notes Report allows users […]
How to Write a Progress Note for a Scheduled Service
Step by step video guide here: https://vimeo.com/799289818/9f53e46d1c Note: to document a progress note for a group, see How do I write a group progress note? On your Appointments for Today […]
How to Write a Progress Note for an Unscheduled Service
Step by step video guide here: https://vimeo.com/799289931/b1570c96ca Click the search icon, with the client open. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. […]
How to Document Treatment Team Meetings
How to Document Internal Treatment Team Meetings Currently, each treatment team member that plans to bill for their time spent discussing the client with other treatment team members must create […]