How to Document When Someone Walks in for an Assessment
Walk-in assessments can skip the Inquiry and Screening steps and go straight to Intake and Assessment. Step by step video guide here: What do I do When a Client Walks […]
How to Document a Call When You Don’t Provide Services Yourself
Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select “Inquiries […]
How to Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once you’ve saved (step 8), click the triple vertical dot icon in the upper right. Select […]