In this video, we’re going to talk about the Portal Activity module. This module helps you track your clients’ portal activity which includes submitting a fillable form, uploading a file, or sending a message.
To open, click “View Portal Activity.” There are two views in the portal list: the main view shows a list of all of the clients you have access to who have new portal activity (submitted fillable form, uploaded file, or message). The numbers listed here act as a notification system (# of new uploads made by that client, # of newly submitted fillable forms, number of new messages). When you click one of the numbers, a new screen will open showing you that particular new item for that client. The new item will be called out in BOLD. Once you click on it or view it, it becomes unbolded.
To see the second view, check the “Show Forms Progress” box. This view shows a list of all clients you have access to and their progress on fillable forms. They might not necessarily have new activity in the portal, but you can see how many outstanding forms they have so you can make sure to reach out and request that they complete any necessary forms prior to receiving treatment.
The Portal Activity module is updated on an ongoing basis; it changes any time a client you have access to messages, submits a form or uploads a file. All therapists have their own unique Portal Activity list to ensure all those who need to be aware of this activity are properly notified. Once you click on all the numbers to see the new items, the numbers drop down to 0 and the client disappears from the main view. The client is still visible on the “Show forms progress” view” for as long as you have access to them in ClinicNote.
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