Client Management Procedures

Written by MaryEllen Elliott
Updated over a week ago

Client Glossary

Commonly used terms related to the Client dashboard.

Written by MaryEllen Elliott
Updated over a week ago

Client graphs and statistics

Written by MaryEllen Elliott
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Quick Find - Clients

How to find and view a Client record.

Written by MaryEllen Elliott
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Activity Stream - Client

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Add a New Client

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Add a New Client - Male

Written by MaryEllen Elliott
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Edit a Client Record

Written by MaryEllen Elliott
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Delete a Client

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Add Correspondence - Client

Recording Correspondence (phone call, emails, etc.) you have had with a Client.

Written by MaryEllen Elliott
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Note - Note Types field

Written by MaryEllen Elliott
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Locking Client Notes

Written by MaryEllen Elliott
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Add Client Relationship

Written by MaryEllen Elliott
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Add a Case to an Existing Client

Written by MaryEllen Elliott
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Edit a Case

Written by MaryEllen Elliott
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Initial Assessment - Initial Intention - Current Intention - Outcome

Written by MaryEllen Elliott
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Print Case Overview

Written by MaryEllen Elliott
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Close a Case

How to make a Case Inactive.

Written by MaryEllen Elliott
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Reopen an Inactive Case

How to add a Visit to an Inactive Case.

Written by MaryEllen Elliott
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Delete a Case

Written by MaryEllen Elliott
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Add a Visit to an Existing Client

Written by MaryEllen Elliott
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Visit - Case field

How to move a Visit to a different Case.

Written by MaryEllen Elliott
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Add a Program/Benefit to a Visit

Written by MaryEllen Elliott
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Add a Pregnancy Test to a Visit

Written by MaryEllen Elliott
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Add an Ultrasound to a Visit

Written by MaryEllen Elliott
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Add a STI Test to a Visit

Written by MaryEllen Elliott
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Add a STI Test Result to a Visit

Written by MaryEllen Elliott
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Edit a Visit

Written by MaryEllen Elliott
Updated over a week ago

Delete a Visit

Written by MaryEllen Elliott
Updated over a week ago

Delete a Program/Benefit from a Visit

Written by MaryEllen Elliott
Updated over a week ago

Client List

Written by MaryEllen Elliott
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Advance Search - Clients

Written by MaryEllen Elliott
Updated over a week ago

Intake Forms

Written by MaryEllen Elliott
Updated over a week ago

Cases

Written by MaryEllen Elliott
Updated over a week ago

Visits

Written by MaryEllen Elliott
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Pregnancy Tests

Written by MaryEllen Elliott
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Ultrasounds

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Updated over a week ago

STI Tests

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Sources - Clients

Written by MaryEllen Elliott
Updated over a week ago

Programs/Benefits

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Record Merge - Clients

Written by MaryEllen Elliott
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Classes and Material Services

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DocAlert Information

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DocAlert Review Notification

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Physician Instructions for DocAlert

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View Ultrasound Report

Written by MaryEllen Elliott
Updated over a week ago

Can I re-assign an ultrasound to be reviewed by a different physician?

Written by MaryEllen Elliott
Updated over a week ago

How do I check to see if a physician has reviewed an ultrasound through DocAlert?

Written by MaryEllen Elliott
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How do I upload an ultrasound scan to a Visit?

Information on uploading ultrasound images to a Visit.

Written by MaryEllen Elliott
Updated over a week ago

Will I be notified if a physician has review an ultrasound through DocAlert?

Written by MaryEllen Elliott
Updated over a week ago

Authorize a Limited Obstetrical Ultrasound

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Can I edit the Initial Assessment?

Written by MaryEllen Elliott
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Can't Find Client in QuickFind but I just entered her Case!

Written by MaryEllen Elliott
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How do I find a Saved but NOT Submitted Intake Form?

Written by MaryEllen Elliott
Updated over a week ago

How do I delete a field and leave blank (like Outcome)?

Information on how to delete a previously selected value in a field and save with no value selected (blank).

Written by MaryEllen Elliott
Updated over a week ago

Maintaining a Class Roster

How to create a list of Clients signed up for a Class.

Written by MaryEllen Elliott
Updated over a week ago

Physician Access to Review STI Tests

How to give your physician access to review STI Tests.

Written by MaryEllen Elliott
Updated over a week ago

Visit Reasons

List of standard Visit Reasons used for statistical purposes by Care Net, Focus and Heartbeat.

Written by MaryEllen Elliott
Updated over a week ago

What is the difference between Resources Provided and Concepts Shared?

Written by MaryEllen Elliott
Updated over a week ago

Why does the it ask me to save the "Case Overview" instead of opening it?

Written by MaryEllen Elliott
Updated over a week ago