This tutorial will provide you with an Overview of the Client Chart and items within a Client Chart.
Navigate to Client → Client Center → Pull up your Client
Provides dropdown of the same items that are available in your Quick Reports.
Navigates to the client’s schedule.
**Note: there is a 5MB document size limit. Separate any documents greater than 5MB prior to uploading.
Provides the ability to upload a Client Photo to their chart.
Provides the ability to Edit any information taken in at Intake. Can add Tags for Client, Attach Payment Source for the Client, Attach Client Contacts for Family Portal, and Select Matching Criteria for Client. Edit Client Tutorial
Provides a Thumbnail of important information about the Client. (Ex: MRN, Name, Gender, Address, Phone, SOC Date, Physician Name/Phone/Fax, Emergency Contact/Name/Number, DNR).
Provides turn by turn directions to the client home as well as satellite view directions. Starting address defaults as the Agency address; but may be altered as desired.
Provides client admission information including, Admission Date, Discharge Date, Current Admission Period, Associated Care Period, Current Admission Period. If you open the + beside the Admission Date, it will provide you with the details of Care Period Start and End Dates within that Admission Period. Per-user permission (if applicable) user can Edit the Care Periods if needed.
Client Quick Report access is permission-based and may be set up within the employee permission section of the Employee file.
