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Update Friday, September 25, 7:20-7:40am CDT

9/24/2020

 
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:

SOAP Note
  • Client's preferred name can now be pulled from the Edit Client page in the Client List
  • Session date and time will now pull directly from the schedule if the note is started by clicking on the appointment in the schedule
  • Assessment comments can now be Combined
  • Issues with Track Changes in the note as well as issues with the Objective text boxes is now resolved

​Billing Module

  • Claims can be edited to include Contracted Rate, Custom Fee, Insurance Reimbursed, and Patient Responsibility
  • Invoice payments can be tracked
  • Copayments can be tracked
  • Claims can be exported to a csv file
  • Invoices and Superbills will now be saved in a new "Billing" folder in the Client List

If you have any questions or concerns about this update, please submit a ticket. We're happy to schedule a billing training with you one-on-one.
​
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Rearrange Goal Order

9/3/2020

 
From Main Dashboard
1. Click into the "Manage Client Goals" Module
2. Select your Client
3. Click and hold the 4 arrow icon next to the goal you would like to edit
4. Rearrange client goals as necessary
5. Click the green save button in the bottom right

Important things to note: 
When moving goals around, the large blue highlight means the goal is set to a long-term goal. If the highlight is smaller and does not take up the entire line, then it is set to a sub-goal. 

The order the goals appear in the goal manager will match the order of the goals in the SOAP note and in any populated goals in the Reports module. If goals are appearing out of order in your soap note, rearrange them here in the goal manager and they will reflect that order in your soap note in the Goal, objective and assessment sections.

After rearranging goals, make sure you click the green save button. 

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Notes - Group Note

9/2/2020

 
From Main Dashboard
1. Click the arrow on the "New Note" button in the top right
2. Click "New Group Note"
3. Select your clients for the new Group Note. 
4. Select your Supervising Therapist 


Important things to note: 
When typing in the "All" section of the note, that text will be auto-populated to the selected clients notes. If you would like to comment on only one of the clients, select their name to the left first.  


On the All tab you can create a new goal which will appear on each individual note. These goals will also appear in the Goal manager for each individual client. Any other goals that the individual clients have will be unchecked on this note so that only group goals are checked & appearing on the note

After Saving the group note, the note splits. In other words, each client gets their own note. 

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Admin Panel - Restrict by ip

9/1/2020

 
From Main Dashboard
1. Click into the Admin Panel
2. Switch to the Facility tab in the top right 
3. Input the IP Addresses you would like to restrict by
4. Click the green save button. 

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