Managing Statuses for Goals
Therapist Notes: Goal Status
Managing Goal Status: Where to go?
1. This can be found under Documentation->Goal Status
Creating or Editing a Goal Status
1.
A. Click create to add a new status
B. Click on the name to edit an existing status
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Goal Templates
Therapist Notes: Accessing Goal Templates 1. Navigate to the Problems/Goals tab 2. Click Load Template under goals Template menu will display 1. Select Template 2.Select Entries (click the top check box to select/deselect all ...
Problem Templates
Therapist Notes: Accessing Problem Templates 1. Navigate to the Problems/Goals tab 2. Click Load Template under problems Template menu will display 1. Select Template 2.Select Entries (click the top check box to ...
Treatment Templates
Therapist Notes: Accessing Treatment Templates 1. Navigate to the Charges/Treatment tab 2. Click Load Template under treatments Template menu will display 1. Select Template 2.Select Entries (click the top check box to ...
Manage Note Goal Choices (Picklist)
Therapist Notes: Accessing the Picklist 1. Select the pen/paper icon on a note within the Details tab to access the picklist 2. The Picklist interface will appear Once in the Picklist A. Click on "New Option" for a shortcut to add ...
Making changes to an existing document type?
*Be cautious when making changes to an existing document type as it may alter previous notes. (If you are making drastic changes to your documentation, here is the best method to update a document type without altering previous notes) Managing ...