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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
To retrieve a backup in Notes & Reports:
Important things to note:
To add New Quantitative Data Field:
To enter Values into the Quantitative Data Fields: Based on how your goal is written and how you’d like to collect data, your values might look a little different (see examples below). Example Goal: Client will use s-blends in initial position of words with 80% accuracy.
 Example Goal: Client will sequence a 4 part sequence of events independently in 8 of 10 opportunities.
 Billing- Access to create claims, invoices, superbills, and submit electronically.
Schedule- Giving access to the schedule means the person can make appointments, if you do not grant access they will still be able to view the schedule. Notes- Ability to create and edit Notes. Note Official Signer- when this person signs a document, it makes it "official" and only that person can edit it going forward. Supervisors need to be able to do this and students shouldn't be able to do this. Client List- Ability to see clients in the Client List (this may be all clients, or it may just be the clients that are allowed for that specific user). Modify Clients- ability to edit clients' names, contact information, diagnosis, etc. Generate Report- ability to create a report (eval, progress report, etc.). Typically students and supervisors all need access to this. Evaluations and forms- ability to start intake forms for patients to fill out. Manage Client Goals- ability to see patients goals & objective data, edit goals, and mark goals complete Facility Files- ability to access any files that you would like to store in your dashboard. This might be “Notice of privacy practices” or other documents you'd like to have easy access to print or send to clients. Snippets- ability to access snippets. Delete- this means the person will have access to delete any documents or goals/objectives. Upload Files- what would the student have to upload - if you would like students to be able to upload any files into the client's file you can give them access to this. It could be any document (letters from physicians for example). Folders- ability to create clinic-wide folders. I recommend not giving students or supervisors access to this. Contact Notes- ability to create and see contact notes. Restrict to Specific Patients- would this include the student clients for that semester. If you restrict to specific patients you can select the specific clients that you would like each student to have access to. When they open the client list, they would only be able to see the handful of clients they are actually working with. If you don't restrict, they would be able to see all the clients. Restrict by IP address- if restricted, users will only be able to log into ClinicNote from the designated IPs. Clinical Administrator- The Clinical Administrator has access to all modules including the Admin Panel where they can edit therapist user permissions. We deployed an update to your dashboard Friday, November 22nd at 7:30am CST.
This update fixed the following items:
Please submit a ticket on our Support Page if you have any questions or concerns. Thank you! Update date & time: Monday, October 28th at 7:30am CDT
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: 1. Your session will renew whenever you click or press a key anywhere in the dashboard
2. ClinicNote will automatically backup your work in Reports every 3 minutes
If you have any questions or concerns please submit a ticket. |
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May 2020
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