IdenTrust Certificate Expiring Notification

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All IdenTrust certificates expire after 2 years and need to be renewed. The IdenTrust system automatically sends renewal notifications by email at 90, 60, 30, 14, 7, and 1-day intervals […]

How to View Multiple Staff Calendars at Once

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How to Define a Group View Use this workflow to create multi-staff views that you will use often.  Click the Search icon.  Type Staff Calendar into the search bar. Click […]

ICD-10 Annual Updates: What You Need to Know

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Overview Every year on October 1st, the Centers for Medicare & Medicaid Services (CMS) updates to the ICD-10 code list. This means that some ICD-10 codes that were valid this […]

How to Create & Document a Client Hold 

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To document a hold on a client, you will need to create a Legal Status Order. The following workflow will show you how to create the Legal Status Order and […]

How to Complete the Psych/Medical Note Template

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A Psych/ Medical Note template has been created for medical staff.  The highlights of this note template are:   Ability to push from certain sections of the previous “Psychiatric Note” template.  […]