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Clients
Clients
60 articles in this collection
Written by
MaryEllen Elliott
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
Clients Dashboard
Client graphs and statistics
Written by
MaryEllen Elliott
Updated over a week ago
Quick Find - Clients
How to find and view a Client record.
Written by
MaryEllen Elliott
Updated over a week ago
Data Entry - Clients
Activity Stream - Client
Written by
MaryEllen Elliott
Updated over a week ago
Add a New Client
Written by
MaryEllen Elliott
Updated over a week ago
Add a New Client - Male
Written by
MaryEllen Elliott
Updated over a week ago
Edit a Client Record
Written by
MaryEllen Elliott
Updated over a week ago
Delete a Client
Written by
MaryEllen Elliott
Updated over a week ago
Add Correspondence - Client
Recording Correspondence (phone call, emails, etc.) you have had with a Client.
Written by
MaryEllen Elliott
Updated over a week ago
Note - Note Types field
Written by
MaryEllen Elliott
Updated over a week ago
Locking Client Notes
Written by
MaryEllen Elliott
Updated over a week ago
Add Client Relationship
Written by
MaryEllen Elliott
Updated over a week ago
Data Entry - Clients - Cases
Add a Case to an Existing Client
Written by
MaryEllen Elliott
Updated over a week ago
Edit a Case
Written by
MaryEllen Elliott
Updated over a week ago
Initial Assessment - Initial Intention - Current Intention - Outcome
Written by
MaryEllen Elliott
Updated over a week ago
Print Case Overview
Written by
MaryEllen Elliott
Updated over a week ago
Close a Case
How to make a Case Inactive.
Written by
MaryEllen Elliott
Updated over a week ago
Reopen an Inactive Case
How to add a Visit to an Inactive Case.
Written by
MaryEllen Elliott
Updated over a week ago
Delete a Case
Written by
MaryEllen Elliott
Updated over a week ago
Data Entry - Clients - Visits
Add a Visit to an Existing Client
Written by
MaryEllen Elliott
Updated over a week ago
Visit - Case field
How to move a Visit to a different Case.
Written by
MaryEllen Elliott
Updated over a week ago
Add a Program/Benefit to a Visit
Written by
MaryEllen Elliott
Updated over a week ago
Add a Pregnancy Test to a Visit
Written by
MaryEllen Elliott
Updated over a week ago
Add an Ultrasound to a Visit
Written by
MaryEllen Elliott
Updated over a week ago
Add a STI Test to a Visit
Written by
MaryEllen Elliott
Updated over a week ago
Add a STI Test Result to a Visit
Written by
MaryEllen Elliott
Updated over a week ago
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
Left Sidebar - Clients
Client List
Written by
MaryEllen Elliott
Updated over a week ago
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
Updated over a week ago
Pregnancy Tests
Written by
MaryEllen Elliott
Updated over a week ago
Ultrasounds
Written by
MaryEllen Elliott
Updated over a week ago
STI Tests
Written by
MaryEllen Elliott
Updated over a week ago
Sources - Clients
Written by
MaryEllen Elliott
Updated over a week ago
Programs/Benefits
Written by
MaryEllen Elliott
Updated over a week ago
Utilities - Clients
Record Merge - Clients
Written by
MaryEllen Elliott
Updated over a week ago
Classes and Material Services
Written by
MaryEllen Elliott
Updated over a week ago
DocAlert Information
DocAlert Information
Written by
MaryEllen Elliott
Updated over a week ago
DocAlert Review Notification
Written by
MaryEllen Elliott
Updated over a week ago
Physician Instructions for DocAlert
Written by
MaryEllen Elliott
Updated over a week ago
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
Updated over a week ago
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
Written by
MaryEllen Elliott
Updated over a week ago
FAQs - Clients
Can I edit the Initial Assessment?
Written by
MaryEllen Elliott
Updated over a week ago
Can't Find Client in QuickFind but I just entered her Case!
Written by
MaryEllen Elliott
Updated over a week ago
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