How to Document a Referral from an Emergency Department (ED)
All referrals, including those received from local hospital emergency departments, are documented on the Inquiry screen. Make sure you don’t have another client’s chart open. If you do, click on […]
How to Amend a Note
Step by step video guide here: https://vimeo.com/799290227/28286ed170 Please be aware: you can only amend a note you have entered in the system. Find and open the note you need to […]
Icons
The Header, pictured below, consists of several icons. The Icons and Functionality table below describes each icon. Icons and Functionality The Menu icon will open and close the Navigation Filters […]
How to View What Consents a Client has Signed
1. You must first have the client open, click the Search icon.2. Type “Consents” into the search bar.3. Click to select “Consents (Client)” from the search results. 4. This brings […]
How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select “Inquiries (My Office)” This will bring […]
How to Enroll a Client in Text (SMS) Appointment Reminders
Notification reminders can be automatically sent to a client, using their preferred method (text, email, or voice message), to remind them of an upcoming appointment or service. This is a […]
How to Save a Favorite Diagnosis
In the Diagnosis Document, you can save commonly-used diagnosis codes to your favorite list. To do so, follow the steps below while in the Diagnosis Document. Search for the code […]
How to Report a State Reporting Error
Click on the Search icon. Type “My Reported Errors” in the search bar Select “My Reported Errors (My Office)” from the search results This takes you to the Clinician Error […]
How to Report a Group Service Note Error
Click on the Search icon. Type “My Reported Errors” in the search bar Select “My Reported Errors (My Office)” from the search results This takes you to the Clinician Error […]
How to Report an Individual Service Note Error
Click on the Search icon. Type “My Reported Errors” in the search bar Select “My Reported Errors (My Office)” from the search results. This takes you to the Clinician Error […]