Clients

All information regarding the "Clients" section of the software.

Add Client Notes
*There are two ways to add notes to a client's chart. Version 1 - Shortcut: 1. From anywhere in the system, select the orange plus sign at the bot...
Tue, Mar 13, 2018 at 3:51 PM
Add Progress Note
1. Starting on the 'Client Dashboard', select the client's chart you are adding the Progress Note too.  Or, from anywhere in your scree...
Wed, Mar 14, 2018 at 3:00 PM
Add UA
Add UA to an existing Client chart 1.  First, starting in your 'Client Dashboard', select the client chart you are adding the UA to.  2...
Tue, Mar 13, 2018 at 4:30 PM
Add Shift Notes
1. You can either go to "Clients" --> "Client Chart" --> "Notes" --> and then add a new shfit note.  Or, you can sel...
Mon, Mar 19, 2018 at 3:24 PM
Add BA
*There are two different ways to add a BA into the system. First, when a person is added as a 'New Prospect', and second, when a person is already...
Wed, Mar 7, 2018 at 11:10 AM
Add Shift Rounds
1. You can select the shift-round-shortcut by hovering over the orange circle with the plus sign that is located in the bottom right-hand corner of every...
Mon, May 14, 2018 at 8:34 AM
Discharge a Client
From your "Clients" tab select which client you would like to discharge by clicking on their chart and select the "Discharge Planning"...
Mon, Jan 14, 2019 at 2:35 PM
Discharge Planning
From the blue navigation bar on the left hand side of the screen, select the "Clients" tab and select the client chart you want to work in.  Then ...
Tue, May 15, 2018 at 6:13 AM
How to add a Wiley Treatment Plan
1. Go to the Client's profile by selecting 'Client' in the navigational menu and then "Client List'.      Then select the specific...
Mon, Aug 12, 2019 at 9:12 AM
Update or Change Diagnosis
From your Client Dashboard, select "client chart" to go into the chart you were last working in, or select a new chart by clicking the client p...
Wed, Mar 14, 2018 at 6:04 AM