How to Document Quality Improvement and Other Administrative Billable Time
Click on the Search icon. Type in âStaff Calendarâ in the search bar. Select âStaff Calendar (My Office)â from the search results. This takes you to the staff calendar. Make […]
How to Document Your Attending/Rotating Supervisor on Your Services
If you have a single supervisor, you do not need to do anything to designate your supervisor on your services. Your system administrator will have added your supervisor to your […]
How to Order Standing Labs
Standing labs are recurring lab orders that will automatically generate and be sent to the lab. This feature allows staff to enter one order and based on frequency and end […]
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 […]
Prescribing Controlled Substances: HID App Approval & Prescription Status
When a controlled substance is prescribed, there are a few other steps in the prescribing process. After selecting prescribe, the prescription preview screen will show. Here, and to the left […]
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 Make a Referral
How to Modify Standing Lab Orders
Standing lab orders will generate 7 days prior to the next occurrence. However, if you need to change or discontinue the recurring lab order, you will need to change the […]
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 Discontinue Standing Lab Orders
With a client record open, click the Search icon. Search for Client Orders. Select Client Orders (Client).  You must modify or discontinue using the parent order. It cannot be […]