How to Create a Flag to Alert Treatment Team Members to Important Client Information
Make sure you have the client open. Click the plus icon next to the clientâs name.  This takes you to the Client Flag Details screen. Add the relevant information in […]
How to Scan or Upload Documents into the Clientâs Record
Sometimes documents are completed on paper but need to be included in the clientâs record. In this section, weâll cover how to scan a document into the clientâs record. Click […]
How to Print a Document to Get a Clientâs Signature
After you have completed the form, click Sign to create the PDF document. Click the Print icon once the document has generated. Have the client sign the paper document and […]
How To Identify a Client as Katie-A or Other Special Population
How to Add a Special Population Identifier to a Client With a client selected in the header, click the Search icon. Type “Special Populations” in the search bar. Click to […]
How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]
How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in âClient Trackingâ in the search bar. 3. Select âClient Tracking (Client)â from the search results. 4. […]
How to Manually Remove a Tracking Protocol from a Clientâs RecordÂ
1. With the client open, click on the search icon. 2. Type in âClient Trackingâ in the search bar. 3. Select âClient Tracking (Client)â from the search results. 4. […]