How to Complete a NOABD
Click the Search icon with a patient already open Type the NOABD in the search bar. Select the Appropriate NOABD you need to send. This opens up a letter screen. […]
How to Add a Zoom or Webex Link to a Service Appointment
Click the Search icon. Type Services into the search bar. Select Services (My Office). Use the Filter options at the top of the page to locate the correct service and […]
Zoom’s Remote Control Function to Obtain Signature
For patients and providers that are doing telehealth, it can be helpful to obtain their signature digitally. This can be done by giving patients’ control of your mouse tracker through […]
How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]
How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How do I upload a document into the client’s record if I don’t have a scanner?
Note: At this time, you can only upload documents that are in PDF file format. 1. Click the Search icon. 2. Type “Scanning” in the search bar. 3. Select “Scanning […]
How do I scan a document into the client’s record?
Sometimes documents are completed on paper, but need to be included in the client’s record. In this section, we’ll cover how to scan a document into the client’s record. 1. […]
How do I create a flag to alert treatment team members to important client information?
1. Make sure you have the client open. Click the plus icon next to the client’s name. 2. This takes you to the Client Flag Details screen. Add the relevant […]