How to Document Phone Calls

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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 […]

Considerations for Choosing Procedures/ Services 

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Under Service Code Definitions which is broken down by role, you can learn about the procedure code for services and their definitions  NOTE: This information should be considered as high-level […]

Client Medical Facesheet

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The purpose of this report is to compile relevant client specific information that can assist in understanding a client’s medical history. A client must be selected in order to run […]

How to Create a Service

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 Typically, bed services are created automatically. However, in some instances it is not best practice or should not be used (e.g. CSU setting due to being limited within 23 hours […]

How to Complete the Safety Plan

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If you have already completed a paper version of the Safety Plan, you can scan this in upon returning to the office. Follow the scanning instructions HERE and use the […]

How to Document the Discharge Diagnosis

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Click the Search icon.  Type Diagnosis in the search bar.  Click to select Diagnosis Document. Select the New icon. A new Diagnosis Document will open, which will post-date the Admission […]

How to Access Order Sets

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These steps show you the orders in the Order Set so you can pick just the specific orders you want, or all the orders in a set. After you prescribe […]

How to Create Order Preferences

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Order preferences allow users to save their options within an order. Preferences are specific to users, can only be created by a user and can be accessed by that user. […]