How to Order Labs
How to Order Labs https://vimeo.com/797428634/c0a7801298?share=copy 1.With the client open, click the Search icon. 2. Type in âQuick Ordersâ in the search bar. 3. Select âQuick Orders (Client)â from the search […]
How to Complete the Safety Plan
If you have already completed a paper version of the Safety Plan, you can scan this in upon returning to the office. Follow the scanning instructions HERE and use the […]
Preferences
In order to access your user preferences, follow the steps below: 1. From the Header, click the drop-down menu after your name in the upper right-hand side.2. A menu will […]
How to Create an Appointment from Your Calendar
To create an appointment from your schedule, follow the steps below: 1. From the Staff Calendar screen, click and drag your mouse on the calendar timeslot you want to book. […]
How to Create a Recurring Individual Service Appointment
Follow the steps laid out in How to Create an Appointment from Your Calendar. Once youâve saved (step 8), click the triple vertical dot icon in the upper right. Select […]
How to Order a Lab Panel
1. Click the Search icon. 2.Type Client Orders. 3. Select Client Orders (Client). This will take you to the Client Orders list page. 4. Click the New icon. 5. […]
Various Proxy Roles Functionalities
A role of a proxy is to act on behalf of another individual. There are three different types of proxy. To set up, in Users/Staff Details of the Proxy’s Name, […]
How to Modify Standing Lab Orders
Standing lab orders will generate 7 days prior to the next occurrence. However, if changes or discontinues need to be made to the recurring lab order, the most recent order […]
CalMHSA Cumulative Lab Flowsheet Report [Client]
This report can be used as a pseudo-split screen where any available labs from a lab interface, will auto-populate which will allow user to see labs across dates/time, highlighted if […]
How to View Interfaced Lab Results
When there is a bidirectional lab interface, results will automatically come into the system. When results are sent from the lab the order will have Results Obtained Status in the […]