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Qualified Professional - Learning Path
The following is the recommended sequence of articles for Qualified Professionals:
New User
Dashboard Advanced
- How to Configure Your Dashboard
- How to Use the Unsigned/Unapproved Notes Dashlet
- How to Use My Task Dashlet
- How to Use the Clients Dashlet
- How to Use the Reports Dashlet
- How to Use the Assessment of Progress Dashlet
- How to Use the Intervention Use Dashlet
Scheduling - Billable
- Overview of Scheduling Billable Events
- Scheduling Billable Events
- Managing Schedules: Bulk Edit/Delete
- Scheduling: Configure Time Schedule Statuses
- How to Manage Missed Shifts
- How to Search for Schedules Not Linked to Notes
- Managing Schedules: Views
- Using Calendar Views Scheduling Filters
- Managing Schedules: Grid View Filters
- Exporting Schedules
- Managing Schedule Validations
Notes
- Adding Goals for Grid Notes
- Adding Key Rules for Grid Notes
- Adding Goals for Clinical Notes
- Creating a Grid Note
- Creating a Clinical Note
- Creating a Medical Note
- Writing a Note with no Schedule
- Writing Grid Notes from Schedules
- Creating notes from Shift Schedules
- Creating Notes from the Mobile App
- Note Tasks
- Approving Notes
- Approving Grid Notes in Bulk
- Bulk Approving Notes
- Unapproving Notes
- Searching for Notes Using Filters
- Printing Notes
Timesheets
Timeclocks
Clients
- How to Use Filters and Save Views When Searching for Clients
- How to use the Identification Tab
- How to Add Client Insurance Info
- How to Add a Diagnosis: DSM 5 Tab
- How to Use the Services Section
- How to Use the Assigned Employees Tab
- How to Add Client Admissions Info
- How to Add Client Assessments Info
- How to Use the Certifications Tab
- How to Add Client Consents
- How to Use the Incident Reports Tab
- How to Add Info at the Vital Statistics Tab
- How to Add Meds at the Medications Tab
- How to Use the MAR Tab
- How to Add General Medical Information
- Managing Treatment Plans
Employees