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15 minutes after you create a note, form, or report you will receive the following prompt:
"Due to inactivity, your session will expire soon. Click Continue to renew session and continue working." To continue working, click the blue "Continue" button. If you click "Sign Out" your item will be saved, but you will automatically be logged out. If you don't click either buttons, after 5 minutes your item will save and you automatically be logged out. When you log back in, go to the Todo list or the Client list to find the item you were working on. Return to Support page. * Any time an item on the Todo list is bold with a triangle icon, it is ready to be reviewed and edited. *
When an item is submitted to another therapist
When an item is saved without submitting
After 15 minutes of user inactivity (not clicking mouse or typing a computer key), a popup message will appear to make sure you are still actually working in ClinicNote. It says, "Your session will expire soon. Click Continue to renew session and continue working."
To continue working: 1. Click the blue "Continue" button within 5 minutes of the popup appearing 2. Continue working 3. Click "Save" when finished Important things to note: If you click the red "Sign Out" button, you will be logged out and your work will save to the todo list. When you click "Continue," you will have 20 more minutes to work. If for some reason you do not click the "Continue" button and the timer runs out, your work will automatically save to the todo list and you will be logged out. To learn more about finding your item after getting logged out, click here. When editing a note, form, or report:
1. Click the blue "Show History/Comments" button to view comments 2. Click the "Comments" tab 3. Click the checkbox "Completed by Student" or "Completed by Supervisor" to signify that the comment has been addressed Important things to note: Student users only have access to their own check box. Supervisors have access to their own check box and may also check or un-check a student's checkbox if they notice that it was checked complete in error. * You can view multiple tabs at once, but only make edits in one tab to ensure your work will auto-save in cases where you get logged out. *
1. Log into ClinicNote on Google Chrome 2. Open a new tab by clicking the + button at the top of your page 3. Log into ClinicNote in the second tab 4. Make edits in one tab while viewing ClinicNote in the second tab Important things to note: If you'd like to see both screens at the same time instead of switching back and forth, click your tab and drag it down from the top of your screen creating a new window. You can reduce the size of each window so you can see both at the same time. After working on an item for 20 minutes you will be prompted to either continue working or log out. Each tab has its own 20 minute timer, and it begins right when you open a tab. From Main Dashboard
1. Click "Manage Client Goals" module 2. Click client name 3. Click the "Quantitative Data Fields" tab 4. Click "Manage" next to the data field you would like to edit or delete To Edit: 1. Make changes to the associated goal, tracker title, or any previous values and comments 2. Click "Save Tracker" To Delete Data Values & Comments: 1. Click the red "Delete" button next to any previous comments to delete that value and comment only 2. Click "Save Tracker" To Delete Entire Tracker: 1. Click "Delete Tracker" at the bottom of the page 2. Click "Yes" Important things to note when deleting:
What if I want to keep the data?
Important things to note when editing:
To create folder for notes
1. Click "View Client List" 2. Click "Notes" 3. Click "View Notes" 4. Click green "New Folder" button in the upper right-hand corner 5. Type folder name 6. Click "Save Folder" To create folder for forms 1. Click "View Client List" 2. Click "Forms" 3. Click green "New Folder" button in the upper right-hand corner 4. Type folder name 5. Click "Save Folder" To create folder for reports 1. Click "View Client List" 2. Click "Reports" 3. Click "View Reports" 4. Click green "New Folder" button in the upper right-hand corner 5. Type folder name 6. Click "Save Folder" To move items into folders 1. Click the 4 horizontal lines on the left side of the note, form or report 2. Drag the item into the folder 3. The item will temporarily expand to show that it was successfully moved 4. To view your item, click the black folder icon to "open" it Important things to note: Folders are clinic-wide and are visible in each client’s file as a new folder. For example, folders could be labelled Fall, Spring, and Summer semester each year so the file system is cohesive for students to find old information about their clients. From Todo list
1. Check the box next to the todo item 2. Click green "Complete" button 3. Click "Complete All Todos" to remove all items from your todo list From the note, form, report Sign the document with an official signature and click "Save" Or Submit the document to another therapist by clicking "Submit" and selecting the therapist name Important things to note: Marking a todo item complete will remove the item from the todo list, but you can still access the note, form, or report in the “View Client List” module in that specific patient’s file. Changing Scheduler View
1. Click "Schedule" icon in top left corner of dashboard View by day/week/month 2. In top right-hand corner click to view by Day, Work Week, Week, Month, Agenda, or Timeline View by Room or Therapist 3. View by room or therapist in the bottom right-hand corner Important things to note: Filter by one or more therapists in the bottom search bar. Filter by one or more rooms in the bottom search bar. Your filter preferences will stay selected when you close out of the schedule. |
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September 2021
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