Administratively Viewing Patient Folder

User types this applies to:

• Manager
• Clinical Admin

To view documents or notes on a patient by a specific provider:

1. Go to User Management > Providers
2. Search for the Provider 
3. Click on their name
4. Click the tab for Patient List (or Client List depending on your organization verbiage)  
5. Search for and click the patient's name in the list
6. View all documents, notes and sessions between that patient and provider 
7. 
8. Click on "Notes" to access or create new notes