02 Adding Key Rule Templates for Grid Notes

Setup Key Rule Templates

1. Go to Clients
2. Click on Key Rule Templates
3. Click the New Template Set button
4. Enter a Description for the template.
5. Select the service(s) that the key rule template should apply to.

Add Key Rules to the Template

1. Click on the Key Rules > 'Add' Button

2. Select the Intervention key from the drop-down.

3. Select the equation type. You can select from <= (less than or equal to), = (equal to), or >= (greater than or equal to).

4. Enter the intervention Value that should be used to automate the corresponding assessment value.

5. Select the Assessment key from the drop-down.

6. Enter the assessment Value that should auto-populate to the note based on the intervention value.

7. Click Update to save the Key Rule

8. Click on Save

• Helpful Hint: If you need to add additional key rules to the same template, click on the Add button and repeat the steps listed above.

Select an Outcome

1. Open the client record that you want to add key rules to from the Clients search grid

2. Click on Treatment

3. Expand the treatment plan to the Outcome level

Add Key Rules Using a Template

1. With an Outcome selected, navigate to the bottom of the treatment plan window and find the Key Rules section.

2. If you have setup Key Rule Templates and want to apply a template to the outcome, click

on Add From Templates

This will auto- populate key rules based on the template(s) you have setup.

• Helpful Hint: Key rules will only be applied to outcomes linked with services that have been selected as part of the template.