How to Get a Summary of Care

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A Summary of Care is a document that pulls information from different places in the client’s chart. Make sure you have the client open. Click the Search icon. Type in […]

How to Close a Client to a Program

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Step by step video guide here: https://vimeo.com/799939738/1f228a33b4 Make sure you have the client open. Then click the Search icon. Type in “Client Programs” in the search bar. Click on “Client […]