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"
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.
Write something about yourself. No need to be fancy, just an overview.