How to Create the Aftercare Discharge Summary Medical Report
The purpose of this report is to compile relevant client specific information that is commonly used upon discharging a patient after an inpatient stay, transfer to another provider/clinic/unit or can […]
How to Update a Legal Status Order
This will cover how to complete questions in an existing Legal Status Order using the Client Orders (Client) screen. With your client open, click the Search icon Type Client […]
How to View Legal Status in Orders (My Office)
Orders (My Office) Is another place you can view legal status orders Click on the Search icon. Type Orders in the search bar. Select Orders (My Office) from the search results. To […]
How to Remove Legal Status Once it is Completed
With your client open, click the Search icon Type Client Orders in the search bar. Select Client Orders (Client) from the search results. Click the New icon in the top […]
How to Create & Document a Client Hold
To document a hold on a client, you will need to create a Legal Status Order. The following workflow will show you how to create the Legal Status Order and […]
How to Print the Transfer Summary Report
Video Walk-Through
How to Navigate the Client Inquiry Screen-Initial Tab
The Client Inquiries (Client) list page displays inquiries specific to the selected client in the Client Search box. For information on this list page see: Client Inquiries (Client) List Page […]
How to Acknowledge Orders from the Whiteboard
This will cover the Unacknowledged Orders column on the Whiteboard (My Office) screen. The purpose of this column is to display the Client Orders this Client has that have not […]
How to Document Drug & Alcohol History from the Whiteboard
This will cover how to add the client’s therapist from the whiteboard. Click the Search icon. Type Whiteboard into the search bar. Click to select Whiteboard (My Office). This […]
How to Document Competency Status from the Whiteboard
This will cover how to add the competency status via the whiteboard. Click the Search icon. Type ‘Whiteboard’ into the search bar. Click to select Whiteboard (My Office). This […]