Clinical Notes can be easily tracked in the client profile.
Option 1:
The first option is to use the Notes and To-Do Section of the profile.
In the Client Profile, Select Notes & ToDos
In the note section, select Add Note
Enter Clinical Note Details
To track this option in the profile, you will be able to filter the notes page by selecting the category in which you have entered the note
Option 2:
If you would like to upload a Clinical Note form saved as a PDF, this option will allow you do so in the Client Profile.
Step 1: Create the Doc for tracking in the Admin Settings.
Select Doc Types
Step 2: Add New and complete the form with the information you would like to capture
Select Save
Step 3: Upload the Clinical Note to the Client Profile
Navigate to the client dashboard and select on File
Select Add Document, select the correct form from the drop-down menu
Complete the form and save
To track this option, visit the Reports Dashboard and select Dates & Docs
Adjust the date if needed as well as adjust other filters to display the information needed.
