Functional Assessment

Adding an Individual Treatment Plan to a client’s record:

• Click on your client’s name from the Active Clients list in the Calendar to go to the Client Summary.

• In the Forms dropdown (near the top), select Functional Assessment.

• Once the form is complete click “Save & Sign”

• There is one more step to bill for a Functional Assessment

• If not on the Calendar, then click the Calendar button on the left

• Drag the Client who’s FA was just filled out to the spot on the calendar when the appointment took place

• Change the Appointment Type to “Functional Assessment” and the Form should change to “CTSS 02A – Functional Assessment Progress Note” and click Save

• On the calendar, click the Notepad icon () on the client’s appointment and you will be taken to our diagnostic assessment form.

• Fill out the form and once finished, click the “Save, Sign & Submit” button to bill for the Functional Assessment