Adding a Diagnostic Assessment 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 Diagnostic Assessment.

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

There is one more step to bill for a Diagnostic Assessment

• Drag the client’s name to his/her initial appointment time from the Active Clients area.

• • You can also click on the calendar to set up an appointment and will need to specify the client in the Client section of the appointment window

• When the appointment window pops up, change the Category to “Intake”.

• • From here the time can be edited as well as setting a Title for the event
• 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 Evaluation, including “Location and Place of Service Details” and click “Save”, “Save and Close”, “Save & Sign”, or “Save, Sign, & Submit” when done completely filling out the DA.

• • Note: Prompts with a red star are required and must be filled out.
  • Note: Once an evaluation has been signed, it cannot be changed.

How to Return to an Unfinished Form 

• If the evaluation has to be completed on a different day than when it started, the you will need to update the Date of Service before Signing.
  • To return to a previous Diagnostic Assessment, go to the client whose DA needs to be finished by clicking on their name in the Active Clients list.

• • Click on “Encounter History”

• • Find the form that needs to be finished, click on it, and continue filling out