How to Mark a Flag as Complete

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If a flag is not associated with a protocol or a document it can be completed manually by completing the steps below. You must first have the client open, then […]

How to Document Other Information Gathered

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During the Intake and Assessment phase, staff may be gathering additional information, including from sources other than the client themselves. Document this information in service notes using the appropriate procedure […]

How to Document Vitals

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With an active client selected, begin on the Flow Sheets page. See How to See Flow Sheets for an Active Client for details. Select the Vitals Flow Sheet template from […]

Nurse: How to Complete the Nursing Assessment

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How to Display the Nursing Assessment Page With an active client selected, click the Search icon. Type ‘Nursing Assessment’ into the search bar. Click to select Nursing Assessment (Client). The […]

How to Complete the Nutritional Screening

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With the client open, click the Search icon. Type in ‘Nutritional Screening” in the search bar. Select “Nutritional Screening (Client)” from the search results. In the CDAG Program Enrollment window […]