How to Modify a Provider to the Client Information: External Referral List
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If the provider you are trying to make an external referral to is not in the system or has incorrect information, follow the steps below: Navigate to the Client Information […]
Mental Status Exam (MSE)
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The Mental Status Exam, or MSE, is a document that’s often included in other clinical documents as a tab, but the standalone form is also available. You must first have […]
How to Add a Problem to the Problem List
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You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem Details (Client). This brings you to […]
How to Remove a Problem That’s Been Resolved
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You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem Details (Client). This brings you to […]
How to Add Preferred Pharmacies
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Step by step video guide here: https://vimeo.com/792363404/35698ba556 In this section we will show you how to add preferred pharmacies to make it quicker to select a pharmacy when prescribing medications. […]
How to Add Favorites to the Problem List Screen
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Step by step video guide here: You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem […]
How to Export Data
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Many list pages allow users to export data to excel format. Caution: exporting data will push this data onto your computer. Please ensure you are always compliant with HIPAA regulations […]
Create Favorites and Save Filters to Efficiently Navigate Commonly Used Screens
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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 […]
How to Send a Message
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Click the Search icon. Type Messages in the search bar. Click to select Messages (My Office). Click the New icon to create a new message Click the Magnifying glass icon […]
How to Send a Document in a Message
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Open the document you want to send. Click on the three dots icon in the upper right side. Click Send from the menu. Click in the To box and begin […]