Course curriculum

  1. 1

    • Introduction to Training (Start Here!)
  2. 2

    • Clinical Introduction

    • Patients Overview

    • Creating A New Patient

    • Scheduling Overview

    • Daily Rundown

    • Creating Test Visits and Sending Out Intake

    • On Deck Overview

    • On Deck Updates
  3. 3

    • Visit Viewing Preferences

    • Visit Information Hub

    • Details Tab

    • Cases Tab

    • Updated Patient Visits Tab

    • Creating and Sending HEPs

    • Files Tab

    • Active Tab

    • Eligibility Thumb

    • Case Notes (and Quick Discharge Notes)

    • Reference Icons

    • Visit History and Comments

    • Patient Treatment Alert
  4. 4

    • Creating a New Case and Adding Payment Options

    • Setting Up Self Pay
  5. 5

    • Scheduling Overview

    • Checking in a Patient

    • Scheduling Multiple Visits at Once
  6. 6

    • Creating Visits and Sending Out Intake

    • Case Intake Best Practices

    • Import Patient Intake from One Case to Another
  7. 7

    • Document Tab Layout

    • Plan of Care Block

    • Adding Documentation Items and Using the Search Bar

    • Custom Table Measurements

    • Goals and Goal Focused View

    • Hiding/Removing Unused Sections and Measurements

    • Hide Sections of Note by Default

    • Document Tab Time Saving Tools and Templates

    • Utilizing the Library

    • Linked Text Templates

    • Repeating Prior Measurements

    • Chart Reviewing and Viewing Prior Documentation

    • Pre-charting and Reviewing Intake

    • AI Case Trends Summary (Beta)

    • AI Intake and Documentation Generation (Beta)
  8. 8

    • Treat & Flow Tab Layout

    • Treat & Flow Tab (and Checkout) Enhancements

    • Adding Treatments/Exercises

    • Printable Trending Flowsheet

    • Print Flowsheets From the Daily Rundown

    • Checkout

    • Viewing, Printing, and Downloading completed Visit Documentation
  9. 9

    • Evaluation (Using Workflow #1 - Minutes per Exercise)

    • Daily Treatment Note (Using Workflow #1)

    • Daily Treatment Note (Using Workflow #2)

    • Progress Note (Using Workflow #1 - Minutes per Exercise)

    • Writing Addendums

    • Co-signing Notes
  10. 10

    • Closing

    • Reminder: Document Efficiently Today

    • Final Step: Course Feedback & Reflections