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 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 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 […]

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 […]