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Only Clinical Administrators have access to the Admin Panel. In this module, they can export all client information to a csv file.
Important things to note:
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. Blue Pen Tool
The blue pen tool is visible for supervisors after a report has been saved once. When the item is re-opened, the blue pen tool can be used to type edits and suggestions directly in the report. 1. Click "View Client List" 2. Click "Report" 3. Click "View Reports" 4. Click "Edit" 5. Click the blue pen tool icon once turning it blue 6. Click once on the page where you'd like to type in blue ink 7. Type your edits in blue or 8. Highlight text and then click blue pen icon to turn text blue 9. To turn off the blue pen tool, click the blue pen icon once turning the icon black Comments After saving a report one time, the "Show History/Comments" button will appear when the item is reopened to edit. 1. Click “Add Comment” 2. Type a title 3. Type a comment 4. Click "Save"
History tab
Please refrain from logging into ClinicNote at this time to avoid being kicked out of the system. Backups in Notes & Reports :30 - 3:07 | Group Note Features 3:08 - 4:50 | Place of Service dropdown in Note 4:51 - 5:00 | Secondary Insurance 5:01 - 5:56 | Quantitative Tracker Comments 5:57 - 6:22 This update will release a couple changes that we want you to be aware of:
1. ClinicNote will automatically backup your work in Notes every 3 minutes
2. Group notes can now accommodate up to 10 clients 3. More options were added to the "Place of Service" dropdown in the SOAP note, including "Telehealth" 4. There is now a spot on the Client page for Secondary Insurance 5. Quantitative tracker comments pull all comments for objective trackers within the report's date range and not just the most recent comment If you have any questions or concerns about this update, please submit a ticket. Only Clinical Administrators have access to the Admin Panel.
To move users to inactive
You may be prompted to Reassign Patients
To see a list of all inactive users
To move users back to active
Important things to note
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August 2020
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