User types this applies to:
- Manager
- Clinical Admin
To view documents or notes on a patient by a specific provider:
- Go to User Management > Providers
- Search for the Provider
- Click on their name
- Click the tab for Patient List (or Client List depending on your organization verbiage)
- Search for and click the patient's name in the list
- View all documents, notes and sessions between that patient and provider
- Click on "Notes" to access or create new notes
Comments
0 comments
Please sign in to leave a comment.