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Start & End dates When starting a new Progress Report, students must select the appropriate Start & End dates for "Summarize Sessions Between." The Progress Report will pull the Long Term Goals, Short Term Goals, Data Fields and charts from all SOAP notes with session dates between the Start & End dates.  Progress Reports for one semester only
Progress Reports for whole duration of treatment
Gray sections & Refresh Data If a client is seen after their Progress Report has already been started, you can click "Refresh Data" to pull the most recent goals, data fields, and charts. Clicking "Refresh Data" updates ALL gray areas in the Report. Because gray areas designate parts of the Progress Report that are pulled from the Client List, any new text that is typed into gray areas will be LOST when "Refresh Data" is clicked. We suggest typing in the white areas only. If "Refresh Data" is clicked on accident, click "Backups" to retrieve the most recent version of the report. Scroll down to watch a second video about Track Changes Steps & Permissions. Track Changes Buttons"Track Changes" toggle
"Resolve All Changes"
"Resolve Changes by (user’s initials)"
Highlight text, right-click cursor, select "Comment"
"Add Comment"
“Show Preview”
“Show Report”
Track changes actionsMake edits directly in the Report:
*We do not recommend typing suggestions to the student in the body of the Report. Give student suggestions for edits they need to make:
*Right-click comments are recommended for suggesting edits that you’d like students to make. *Right-click comments are recommended if you want to ensure students see each and every comment Turning Track Changes OFF
Track changes PermissionsAll student & supervisors automatically have access to all "Resolve" buttons. They can resolve their own changes as well as any other user's changes on that Report.
If you do not wish for your students to be able to resolve any changes, please remove the "Resolve Track Changes" permission from their account in the Admin Panel. Therapist Names:
LN, FN Middle Initial Therapist Names in the column headers: FN Middle Initial LN Client Names on main dashboard schedule and full schedule: Last Initial, FN Client Names on Edit Appointment page for users who have the editing permission: LN, FN Middle Initial For Clinical Administrators: Middle names are no longer a required field for users, so please feel free to delete the “.” from each user’s account in the Admin Panel. To Add a New User:
1. Click "View Admin Panel" 2. Click "Add User" (green button under the User tab in the top left) 3. Ensure you pick the correct user type. 4. Assign a Username (we suggest using their email address) 5. Create a unique password for their initial log-in. They will change their password upon first log in. 6. Complete the rest of the User information. 7. Assign User Permissions under the permissions section (Permissions explained at this link). 8. If needed, Restrict to Specific patients using the checkbox at the bottom. 9. Save - Create User using the Green "Create User" Button in the bottom right. 10. Contact us at ClinicNote to pay for your new user. Important Things to Note: We are best reached at either Info@ClinicNote.com or 701-219-4675. Please let us know how many users you've added and the best way to reach you. 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
Billing Module
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. 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. 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. 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. From Admin Panel
1. Find the student therapist you would like assign a caseload to. 2. Click the blue "Edit" button to the right of the students name. 3. Scroll down to the "Permitted Patients" section 4. Use the check boxes to the right to select which patients you would like that user to have access to. 5. Click the green "Update User" button to finalize your changes. From Client List 1. Find the client you would like to assign to a student. 2. Click next to that clients name. 3. Click the blue "Edit Info" button from the menu to the right. 4. Scroll down to the "Therapist" section 5. Use the check boxes to the right to select which therapists have access to that client. 6. Click the green "Save Patient" button to finalize your changes. Important things to note: Only Clinical Administrators have access to the Admin Panel Track changes is a tool to give and receive feedback on Reports.
For Students
For Supervisors
Important things to note
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