Actions Menu

The Actions Menu gives you many ways to work with patient records. 

 

They are described below:

 

Search Within Record

Use this feature to search for a word or phrase within this record

 

Create Intake Letter

Use this feature to create an intake letter that you can send to the patient or parent. 

 

Face Sheet

The Face Sheet will produce a report that displays basic information about the patient. 

 

View Related Documents

The Related Documents module lets you attach digitized external documents (such as lab results, correspondence, and court papers) to a patient's record. As such, it ensures that the entire contents of a patient's file are centralized. 

 

View e-Forms

Your paper documents in digital form, even those that require patient, guardian, or witness signatures.

 

Outside Providers / Contacts Sheet

This feature performs the same function as clicking the PREVIEW icon on the Outside Providers/Contacts Tab. It will simply produce a report of the information on that tab.

 

Completed Paperwork

This function is found in nearly all Actions Menus. It will display a list of paperwork completed for the active patient. Double-clicking an item in the Completed Paperwork List will navigate you directly to that document.

 

Medication Listing

Clicking on this function to display a list of medications prescribed through the Medication Form. For more detail, click the View Full History button.

 

Create Envelope Label

Clicking here creates an envelope label based on the information entered in the Demographics Record. You have the option to print or view the label in Word. You can create labels for:

 

  • Patient
  • Pediatrician (Child Only)
  • Primary Care Physician (Adult Only)
  • Outside Mental Health Provider
  • Pharmacy
  • Mother (Child Only)
  • Father (Child Only)

 

Schedule Appointment

You have the option to either Search for Timeslot or Open Scheduler. If you select a time slot from this form, it will automatically link to the current patient.

 

Intake Risk Screening

This form contains an initial screening to determine if the patient has an immediate risk that needs attention.  Any positive responses should be discussed with your supervisor immediately.  If none, the appropriate None checkboxes must be checked.

 

Physical Characteristics

This field has been used for such purposes as recording gender, race, height, hair/eye color, build, notes, and more.

 

Personal Property

This is where you collect and document personal items from a client before a session

 

Set Initial Patient Balance

This form is used to set up an initial balance for a patient when they are first entered into billing tracker.

 

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