How to Enroll a Client in Text (SMS) Appointment Reminders
Notification reminders can be automatically sent to a client, using their preferred method (text, email, or voice message), to remind them of an upcoming appointment or service. This is a […]
How to Create a Flag to Alert Treatment Team Members to Important Client Information
Make sure you have the client open. Click the plus icon next to the client’s name. This takes you to the Client Flag Details screen. Add the relevant information in […]
How to Scan or Upload Documents into the Client’s Record
Sometimes documents are completed on paper but need to be included in the client’s record. In this section, we’ll cover how to scan a document into the client’s record. Click […]
How to Print a Document to Get a Client’s Signature
After you have completed the form, click Sign to create the PDF document. Click the Print icon once the document has generated. Have the client sign the paper document and […]
How To Identify a Client as Katie-A or Other Special Population
With a client selected in the header, click the Search icon. Type Special Populations in the search bar. Click to select Special Populations LP (Client). This takes you to the […]
Making a QuickLink
Certain functionalities and screens can only have a QuickLink rather than be added as a Favorite. We have submitted a ticket because occasionally the information will not appear immediately so […]
How to Attach a Document to a Service Note
While in the service note, click on the Other Actions icon. Select Associate Documents. This brings up a popup window showing you what documents have already been associated with this […]
How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Manually Remove a Tracking Protocol from a Client’s Record
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
Create Favorites and Save Filters to Efficiently Navigate Commonly Used Screens
To create a favorite, select a screen. Some screens cannot be saved as a “Favorite” but can be saved in the left hand navigation bar, “Quick Links.” 3. Customize your […]