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How to Create a Client Through an Inquiry

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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

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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 […]

Prescriber: How to Document the Admit Diagnosis

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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

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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

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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 Schedule an Admission

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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

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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

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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 […]