How to Scan or Upload Documents into the Client’s Record
Sometimes documents are completed on paper but need to be included in the client’s record. In this section, we’ll cover how to scan a document into the client’s record. Click […]
How to Print a Document to Get a Client’s 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 “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Manually Remove a Tracking Protocol from a Client’s Record
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Add, Edit & Use Key Phrases: w/ Permission Only
The Key Phrase functionality allows you to create pre-set templated text/phrases. This functionality allows for editable pre-set text/phrases to be placed in a textbox without losing existing text. It will […]