Medication History and Medication Visits
Medication History pulls data for that specific client from the Pharmacy Benefit Manager and provides a comprehensive list of prescriptions that have been filled for the customer (from any prescribers […]
2024 Psych/Medical Note Template Associated to Procedure Codes
Icons
The Header, pictured below, consists of several icons.  The Icons and Functionality table below describes each icon. Icons and Functionality The Menu icon will open and close the Navigation Filters […]
How to Troubleshoot if Having Difficulty Sending Prescriptions
Difficulty with Sending Prescription You may be getting logged off without realizing You may be getting logged off without you realizing it. Depending on what your county has set up […]
How to search for a medication and suggestions if difficulty finding a specific drugÂ
Type into the drug textbox. You can type in the first 3 letters of the medication and it will pull in matches. Of note, we will be switching the search […]
How to View What Consents a Client has Signed
1. You must first have the client open, click the Search icon.2. Type âConsentsâ into the search bar.3. Click to select âConsents (Client)â from the search results. 4. This brings […]
How to Amend a Note
Step by step video guide here: https://vimeo.com/799290227/28286ed170 Please be aware: you can only amend a note you have entered in the system. Find and open the note you need to […]
How to View Requests for Services that are Pending
Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select âInquiries (My Office)â This will bring […]
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 Save a Favorite Diagnosis
To add a diagnosis as a favorite, follow the steps below: Click the Add Favorite icon, to right of the diagnosis. To use the favorite diagnosis in the future, click […]