Delete an Encounter, Note or Client

By default, only users designated "Clinic Directors" have the power to delete notes and encounters. Use the following steps to delete a progress note, diagnostic assessment, other documentation or an encounter: Start in the client's chart. Click on "Encounter History." Then click on the encounter you...

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Printing an Individual Treatment Plan

An Individual Treatment Plan (ITP) is often printed off to be signed by both the client and the therapist. To print an ITP for signature, do the following: Select a Client. Select the Encounter. Click the "Print" button (between the "eSign" and "Delete" buttons). To Print off other notes or...

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“Close the Book” on a Client

When you've completed a client's treatment, there are two steps to take: 1. Mark the client as inactive This will hide the client from the client list on your calendar, removing unnecessary clutter. To do this: Go to the client's client summary. Uncheck the "Active" box near the...

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