How to Do a Quick Admission
To process a quick admission, follow the steps below: Click on the Search icon, with the client open. Type Whiteboard in the search bar. Click to select Whiteboard (My Office) […]
How to Navigate Census Management Admit Screen
The following list page is used by Nursing / Clinical Support and Clinical Support when admitting a client. This document is only going through navigating the admission version of this […]
How to Document Phone Calls
This document will go over how to document phone calls for triage in the Inquiry Details list page Click on the Search icon. Type Inquiries in the search bar. Select “Inquiries […]
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 […]
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 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 […]
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 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 Document an Incoming Referral from an Internal Agency (optional)
This will be handled by the Care Coordination module, which is still in development. When a client is referred to your facility, the referrer will request enrollment in your program […]