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1. Change view of Schedule to your preference
PC 1. Open the Snipping tool (Type Snipping tool in search bar on the left side of the menu bar to find it.) 2. Click New 3. Drag your mouse so that a box is created around the schedule 4. Release mouse and you will have an image of the schedule 5. Click "File" to Save or Print Mac 1. Hold down the following keys at the same time: Command + Shift + 4 2. Click and drag your cursor to create a box around the schedule 3. Release your mouse, and you will have an image of the schedule 4. If you cannot save the screenshot right away, check your desktop to check if the image saved to the desktop 5. Click on the file to print From New Client 1. Click the green "New Client" button in top right corner of dashboard 2. Fill in the client information 3. Next to Primary Therapist - select a primary therapist from the dropdown 4. Click "Save Patient" From Blue Client List 1. Click "Blue Client List" 2. Click "Add New Client" 3. Fill in the client information 4. Scroll down to Primary Therapist - select a primary therapist from the dropdown 5. Click Save Patient or 1. Click to expand the patient's information 2. Click "Edit Info" 3. Scroll down to Primary Therapist - select a new primary therapist from the dropdown 4. Click "Save Patient" From Schedule 1. Click the "Schedule" Icon 2. Double click to create an appointment 3. Click "New Client" 4. Scroll down to Primary Therapist - select a primary therapist from the dropdown 5. Click "Save Patient" Want a different therapist to supervise a note, form, or report who is not the primary therapist? 1. Click the "View Client List" module
2. Click the client's name to expand the information 3. Click the blue "Edit Info" button 4. Make your edits 5. Click "Save Patient" 1. Click "Settings" icon in the upper right-hand corner of the dashboard
2. Click "My Account" 3. Type in the "Title" line 4. Click "Update My Account" To change the Title that appears under your signature in Forms and Reports: 1. Click "E-Sign" 2. Click "Use Saved Signature" 3. Type your name in the "Name of Signer" line and your credentials in the "Title" line Important thing to note:
1. Click "Settings" icon in the upper right-hand corner of the dashboard
2. Click "My Account" 3. Click the blue "E-Sign" button at the bottom of the page 4. Draw your signature in the white box 5. Type your name and title as you would like it to appear underneath your signature 5. Click "Accept Signature" 6. Click "Update My Account" Important things to note
1. Click your cursor once where you would like the chart to populate (create table in white sections only)
2. Click the table icon on the top button bar 3. Enter the number of rows and columns 4. Enter the width and height (we recommend 800px table width or smaller) 5. Enter the cell spacing and cell padding 6. Select the alignment you would like (left, center, right) 7. Click "Ok" To fix the width of the column 1. Highlight the cells 2. Right click 3. Hover over "Cells" and click "Cell properties" 4. Enter width size in "Width" (we recommend between 100-300px) 5. You can also enter in height (we recommend between 30-45px) To add/delete rows 1. Right click in the row 2. Hover over "Row" 3. Click "Insert Before" or "Insert After" to add 4. Click "Delete Rows" to delete To add/delete columns 1. Right click in the column 2. Hover over "Column" 3. Click "Insert Before" or "Insert After" to add 4. Click "Delete Columns" to delete To change background color 1. Highlight row 2. Right click in row 3. Hover over "Cell" and click "Cell Properties" 4. Add color code in "Background Color" (i.e. for gray, enter #D3D3D3) 5. Click "Ok" To merge cells 1. Highlight the cells you would like to merge 2. Right click in the cell 3. Hover over "Cell" and click "Merge Cells" To align text at the top, middle, or bottom of cell 1. Highlight text 2. Right click 3. Hover over "Cell" and click "Cell Properties" 4. Select Top, Middle, Bottom or Baseline in "Vertical Alignment" dropdown To delete cells 1. Highlight the cells you'd like to delete 2. Rick click in the cell 3. Click "Cell" 4. Click "Delete cells" If you need to edit a template, please email Anna at anna@clinicnote.com. If a template isn't working for you, please let us know as soon as possible so we can work on it right away.
In your email to Anna please include: 1. Name of template 2. Location (Forms or Reports module) 3. Changes you want Please be as specific as possible. From View Notes, View Forms, or View Reports
1. Click "View Client List" 2. Click "View Notes," "View Reports," or "Forms" 3. Click the green "New Folder" button in the top right-hand corner 4. Type the name of the folder Important things to note
From Note
1. Click "Show Snippets" 2. Click once in the text block where you want the snippet to populate 3. Click S, O, A, or P 4. Click 1, 2, 3, or 4 to see more snippets for each SOAP note section 5. Click the title of the snippet you want to populate into the text block Important thing to note
From Form 1. Click "Show Snippets" 2. Click once in the text block where you want the snippet to populate 3. Click 1-8 to see a list of snippets 4. Click the title of the snippet you want to populate into the text block Important thing to note
From Report 1. Create report 2. Click "Save" 3. Edit report 4. Click "Show Snippets" 6. Click once in the report where you want the snippet to populate 7. Click 1-8 to see a list of snippets 4. Click the title of the snippet you want to populate into the report Important thing to note
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August 2020
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