Support Center

Dashboard 1

• Zoom - Video Conferencing

Referrals 3

• Add Referral
• Add New Referral: with Notes and Contacts
• How to Link Companies and Contacts to Prospective Clients

Prospective Client 5

• Add a new Prospec
• "Convert to Client"
• "Admission Intake"
• "Face to Face"- ROI Contacts, UO, BO, Insurance Info, etc.
• BioPsychoSocial Intake

Clients 14

• Add Client Notes
• Add Progress Note
• Add UA
• Add Shift Notes
• Add BA

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Treatment Plans 2

• Treatment Plan Templates
• Wiley Treatment Plan

Alumni 1

• Alumni

Calendar 5

• Add Individual Appointment
• Add Individual Therapy Note
• Add Group Therapy to Calendar
• Add Group Note
• Add a progress note

Occupancy 4

• Assign Occupancy for Current Client
• Reserve Occupancy for Prospective Client
• Transfer Occupancy of a Current Client
• Additional Features

Medications 7

• How to Schedule Medications
• Giving Medications through 'Med Management'
• Adding Medications through the "Medications" section
• How to Make a "Taper Template"
• How to Give PRNs

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Review Screen 3

• Signature Review
• Signature Review: How to sign all 'Review Types' at once
• Notes Review

Utilization Review 1

• UR Dashboard Video

Settings 20

• Admissions Checklist
• Alerts Frequency
• Alerts Permission
• Alerts Template
• Bed Management

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Reports 3

• Add Incident Report
• Meds Count Report
• Discharge Report

Shifts 2

• Add Shift End Note
• Rounds