How to Create a Client Through an Inquiry

Select the “Link/Create Client” button. This will bring up the client search window, with a few extra buttons at the bottom. You must search by name by clicking the “Broad […]
How to Request the Client into a Program

Whenever a client is scheduled into a bed they have to be marked as Requested into a Program. This is needed for CDAG. With an active client selected, click the […]
Nurse: How to Document the Admit Diagnosis on Behalf of the Prescriber

Begin on the Diagnosis Document page. Select the New icon. A new Diagnosis Document will open. Complete required fields. Search for a diagnosis code or description. Select the chosen diagnosis […]
Prescriber: How to Document the Admit Diagnosis

Begin on the Diagnosis Document page. Select the New icon. A new Diagnosis Document will open. Complete required fields. Search for a diagnosis code or description. Select the chosen diagnosis […]
Prescriber: How to Document an Admit Order

Create a New Order, using the steps under Order Sets. When selecting the Order Set, select Admission as the Order type. Click the checkbox next to the Admission order. Complete […]
Nurse: How to Document a Verbal Admit Order

Create a New Order, using the steps under Order Sets. When selecting the Order Set, select Admission as the Order type. Click the checkbox next to the Admission order. Complete […]
How to Admit the Client to the Unit and Assign a Bed

When a client is admitted to a unit and assigned a bed, you will need to select a Program as part of information entry. This will automatically set a client’s […]
How to Schedule an Admission

These steps should only be followed if the client is not present. If the client is present, instead follow the steps for How to Admit a Client when no Admission […]
How to Create a New Client

Click the Client Search icon. Click the <Client Search> button in the Client Search bar. The Client Search pop-up will appear. Type the desired name into the Last Name field. […]
How to Search for a Client

When admitting a client, users should follow these steps to use the Client Search feature when selecting the admitted client. Confirm that the admitted client is the correct client by […]