From Admin Panel
1. Find the student therapist you would like assign a caseload to. 2. Click the blue "Edit" button to the right of the students name. 3. Scroll down to the "Permitted Patients" section 4. Use the check boxes to the right to select which patients you would like that user to have access to. 5. Click the green "Update User" button to finalize your changes. From Client List 1. Find the client you would like to assign to a student. 2. Click next to that clients name. 3. Click the blue "Edit Info" button from the menu to the right. 4. Scroll down to the "Therapist" section 5. Use the check boxes to the right to select which therapists have access to that client. 6. Click the green "Save Patient" button to finalize your changes. Important things to note: Only Clinical Administrators have access to the Admin Panel Track changes is a tool to give and receive feedback on Reports.
For Students
For Supervisors
Important things to note
* Only Clinical Administrators have access to the Admin Panel. In this module, they can export all client information to a csv file. *
To Export: 1. Click "View Admin Panel" 2. Click "Facility" tab 3. Click blue "Export" button 4. Click "Ok" to continue 5. Once a green message appears that says "Export Complete" click "Close" 6. Click "View Facility Files" 7. Click "View" for the file titled "Client Export" with the correct date & time 8. The export will download to your computer as a csv. file Important things to note: To include Inactive clients in your export, check the box that says "Include Inactive Patients" before clicking "Export" otherwise only Active clients will be included in the export. Once the file has been downloaded to your device, you can utilize basic Excel features to filter and sort. CREATE
From Main Dashboard 1. Double click on an event in the scheduler 2. Click "Edit current occurrence" 3. Click the "Note", "Report", or "Form" icon to start a new document. 4. Click "Save" 5. Select the supervising therapist who will be the official signer of this note 6. For Reports and Forms, select your template 6. Click “Yes” or "Generate" to open the new document From Within Schedule 1. Click schedule icon to open the full schedule 2. Double click on event 3. Click “Edit current occurrence” 4. Click the "Note", "Report", or "Form" icon to start a new document. 5. Click "Save" 6. Select the supervising therapist who will be the official signer of this note 7. For Reports and Forms, select your template 8. Click “Yes” or "Generate" to open the new document Please refrain from logging into ClinicNote at this time to avoid being kicked out of the system. This update will release a couple changes that we want you to be aware of: Note
The following is a list of all the potential tags to pull automatically into the report to help save you time when writing documentation.
Items will pull from the Client List. Tags
Date of Birth: 06/29/1991 Age: 29 years Diagnosis: Therapist: Tyler Fox Date of Report: 08/06/2020 Reporting Period: 04/06/2020 to 08/06/2020 Items will pull from the SOAP Note and Goal Manager from the Report Start and End Date Selected.
Edit or Delete Goals
From Main Dashboard 1. Click "Manage Client Goals" module 2. Click client name 3. Click the "Goals" tab 4. Click "Manage" next to the goal you want to edit *Note: If you do not see the "Manage Client Goals" module on your main dashboard you must ask an Administrator to update your user permissions. To Edit 1. Make changes to the goal or any previous comments 2. Click "Save Goal" IMPORTANT: If you have Quantitative trackers tied to a goal, do not re-word the goal and click save. It is better to click "met or not met" and start fresh with a completely new goal if the tracker will not make sense in association to the new edited goal. To Delete Comments: (Permission for this is set by the Administrator.) 1. Click the red "Delete" button next to any previous comments to delete that comment only 2. Click "Save Goal" To Delete Entire Goal 1. Click "Delete Goal" at the bottom of the page 2. Click "Yes" Please note - changing or deleting any goals in the "Manage Client Goals" module will automatically change or delete the goals and associated short-term goals and data trackers in all previously created notes. |
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September 2021
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