Overview
Learn to create a clinical document such as a Diagnostic Assessment, Treatment Plan, or Case Note.
Create a Clinical Document
-
Click on the Clinical/Charting module.
-
Click Add. A Document selection window will appear.
-
Click the pick list
button. -
Click the client's name you are creating the document for.
-
Program: Select a program from the drop-down.
-
Note: this may or may not be required based on your database.
-
-
Find the document you want to create and click the radio button
to the left of the document name.-
Show all: If you do not see the document you need to create, click the Show all checkbox to expand the list of documents that are displayed.
-
Form: You can also type in a portion of the document name into the Form search tool to narrow the list of document options.
-
-
Click OK.
NOTE: Example of a document (with chosen P386-1200 Individual Treatment Plan) below.