How to Complete an Upload Template
Generally, users processing a Batch Service Upload will receive complete spreadsheets from partner organizations. This section is included to assist with troubleshooting. Download a copy of the BatchServiceUploadsTemplate as an […]
How to Upload Batch Services
Begin on the Batch Service Uploads page. Click the Upload icon in the tool bar. An upload window will open. Select a Program the Services should upload into from the […]
How to Document Additional Services
Procedures not covered by the situations described above, and which require documentation, will instead be entered using the Service Note feature. This allows you to record both a service and […]
How to Document Quick Notes During a Shift
 Quick Notes allow you to track notes within the Whiteboard. These can be viewed by staff that have access to Quick Notes. These are not billable and not considered a […]
How to Document an End of Shift Summary
A Shift Summary is a service and is documented as a service note, however this note is not billable. To access the Shift Summary, create a service for a client. […]
Prescriber: How to Complete the History & Physical
With an active client selected, click the Search icon. Type âHistoryâ into the search bar. Click to select History and Physical (Client). The History and Physical assessment will open to […]
Overlapping Service IssuesÂ
Different providers can have overlapping services and use same and/or different procedures for the same patient. The same provider can also have overlapping services using different procedures with the same […]
Flow Sheets
Flow Sheets are used for the entry of data over time, and are frequently used for vitals and other details that are comparable over time. The Flow Sheets page allows […]
History and Physical
Step by step video guide here: https://vimeo.com/792363662/6b859e3367 You must first have the client open, then click the Search icon. Type âHistory and Physicalâ into the search bar. Click to select […]
How to Document Vitals
All fields on the Vitals Flowsheet are optional. You must first have the client open, then click the Search icon. Type âFlow Sheetâ into the search bar. Click to select […]