-
Follow the steps below: Click Save. Open Main Menu. Click on DSM-V Add a diagnosis.
-
To fully discharge a client navigate to Main Menu > Admissions Menu > Program Transfer or Client Discharge. Select Discharge Summary and complete all fields. When the Form is complete, click the E-Signature/Seal button to finalize and seal the Form....
-
Ask your supervisor to transfer the form or note from the wrong client to the correct one.
-
Click the client's name to open the form/note, then click Remove Form .
-
Learn about Pre-Admit, Assessment, Scheduled, Unscheduled, Weblink Inbox - Attached, Program Transfer or Client Discharge, and Follow-Up Post-Discharge Forms.
-
This article describes how to send forms to the Client Portal.
-
Important: Agencies setup with a database after 6/1/2022 , will receive these stocked forms. If you are in Implementation and you don't see the Form that you want, please contact your Project Manager. If you are no longer in Impleme...
-
Last Updated: 03/10/2022 in How To Overview Forms/Notes Forms
Learn how to set up Form Routing Rules.
-
Last Updated: 11/02/2021 in How To Overview Forms/Notes Forms
Learn how to map a PDF to a Form.
-
Learn how to send a CCDA to the Client Portal.
-
Last Updated: 05/11/2023 in How To Overview Forms/Notes Forms
Learn how to add a new Form, add Fields to a Form, and attach Programs and Locations to a Form.
-
Last Updated: 03/15/2022 in How To Overview Forms/Notes Forms
Learn how to discontinue a Form and remove Programs and Locations using a Form.
-
Last Updated: 04/13/2022 in How To Overview Forms/Notes Forms
Learn how to configure field Groups for Average, Total, Min/Max, and Count field types.
-
Last Updated: 04/19/2022 in How To Overview Reports
Learn how to use the Export Form Data tool to export fields of completed Forms into a CSV file.
-
Last Updated: 08/05/2022 in How To Overview Forms/Notes Forms
Learn how to propose an amendment to a Form directly on a Form or from the Document Center.
-
Last Updated: 08/04/2022 in How To Overview Forms/Notes Forms
Learn how to accept or deny a Pending Amendment to a Form and how to view the Amendment details.
-
Last Updated: 02/07/2024 in How To Overview Administrators
About If your users are entering the word "five" instead of the number 5, or they accidentally enter a number incorrectly ($2011 instead of just $201), a feature called validation strings might help. Setting Up Validation in NextS...