How to Modify a Provider to the Client Information: External Referral List
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)
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
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
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
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
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
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
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
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
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 […]