How to Document Competency Status from the Whiteboard

This will cover how to add the competency status via the whiteboard. 

  1. Click the Search icon.
  2. Type ‘Whiteboard’ into the search bar.
  3. Click to select Whiteboard (My Office).   
  1. This will bring up the Client Orders (Client) list page. Use the filters as needed.
  2. Scroll to the Competency column, click Select. 
  3. Click the drop-down menu and select the client’s competency status. 
    • New Admission
    • Competent
    • Not Competent
  4. Click Save & Close
  • You will now see the status on the whiteboard. 

Video Walk-Through