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Clinical - Assessments, Notes and Treatment Plans

Knowledgebase Clinical - Assessments, Notes and Treatment Plans

Articles in this category

Deleting Assessments and/or Treatment Plans

The client will need to have at least 2 or more assessments or treatment plans in order for the popup window to display.  

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How to email a Clinical Assessment

1) Make sure that an email address has been entered in the Email ID field on the Employment tab of the Registration page 2) Select the Assessment  3) Click Save at the bottom of the first page

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How to delete/view/edit a Progress Note

1) Go to Individual, Progress Notes 2) Click on your patient's name for his/her sessions to appear below 3) Click on the blue Description of the session (ex. Ind. Therapy 45-50m) 4) Click Edit/View/De...

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Emailing treatment plan for Signature for client to sign

1) Make sure that an email address has been entered in the Email ID field on the Registration page 2) Select the Treatment plan and open it 3) Click Save at the bottom of the first page

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