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Follow the steps below: Click Save. Open Main Menu. Click on DSM-V Add a diagnosis.
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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...
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Ask your supervisor to transfer the form or note from the wrong client to the correct one.
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Click the client's name to open the form/note, then click Remove Form .
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Learn about Pre-Admit, Assessment, Scheduled, Unscheduled, Weblink Inbox - Attached, Program Transfer or Client Discharge, and Follow-Up Post-Discharge Forms.
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This article describes how to send forms to the Client Portal.
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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 lon...
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Last Updated: 03/10/2022 in How To Overview Forms/Notes Forms
Learn how to set up Form Routing Rules.
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Last Updated: 11/02/2021 in How To Overview Forms/Notes Forms
Learn how to map a PDF to a Form.
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Learn how to send a CCDA to the Client Portal.
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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.
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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.
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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.
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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.
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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.
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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.
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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 Validatio...