Clinical - Initial Training
Prompt initial training course for Clinical team members
Clinical Introduction
After Completion
Ch 1 Quiz
Patients Overview
Creating A New Patient
Ch 2 Quiz
Scheduling Overview
Daily Rundown
Creating Test Visits and Sending Out Intake
On Deck Overview
On Deck Updates
Ch 3 Quiz
Visit Viewing Preferences
Visit Information Hub
Details Tab
Cases Tab
Visits Tab
Updated Patient Visits Tab
Files Tab
Active Tab
Eligibility Thumb
Case Notes (and Quick Discharge Notes)
Reference Icons
Visit History and Comments
Task Management System (Prompt Plus)
Task Management System Updates (Prompt Plus)
Notifications for Past Due Tasks (Prompt Plus)
Task Visibility Enhancements (Prompt Plus)
Ch 4 Quiz
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
Repeating Prior Measurements
Chart Reviewing and Viewing Prior Documentation
AI Case Trends Summary (Beta)
Pre-charting and Reviewing Intake
AI Intake and Documentation Generation (Beta)
Ch 5 Quiz
Treat & Flow Tab Layout
Adding Treatments/Exercises
Treat & Flow Tab Time Saving Tools and Templates
Treat & Flow Tab Workflow Options
Completed Treatment Calculations
Treat & Flow Card View Updates
Treat and Flow Tab (and Checkout) Enhancements
Printable Trending Flowsheet
Print Flowsheets From the Daily Rundown
Checkout
Modifier Attestation Rule
Speech Therapy Provider Type Options During Checkout
Chiropractor Provider Type Option During Checkout
Ch 6 Quiz
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)
Ch 7 Quiz
Utilizing the Library
Favorite ANY Templates
Table Templates
Goal Updates (and Templates!)
Goal Documentation Improvements
Creating and Sending HEPs
Patient Digital HEP Updates
Writing Addendums
Co-signing Notes
Calculating BMI
Patient Treatment Alert
Patient Alert Updates
Patient Alerts Location On Screen User Preference
User Notification Updates
User Preferences - Notifications Tab
Ch 8 Quiz
Recent Release Clinical Updates
Prompt Kiosk (Beta)
Kiosk Late Check In Alert
Perform RTM Services Clinical Setting
Prediction Health CPT Insights
Providers Support Multiple State License Numbers
Print Scheduled and/or Finalizing Provider in Documentation Header
Send Follow Up FLRs and/or Custom Intake Forms
Import Patient Intake from One Case to Another
Default FLR Survey(s) per Bodypart
Patient-Specific Functional Scale (PSFS) Survey
Patient Intake Required Fields Enhancement
Intakes by Case Report
Company Module Users Tab Updates
Benefits Verification Dashboard Tool
pVerify
Waitlist Opportunity Automation Updates (Prompt Plus)
AI Features & Management Company Settings
AI Online Review Drafts (Beta)
Enhanced Progress Note Alert Management
Online Scheduling: Search for Facility by Zip Code (Prompt Plus)
Weave and Pre-Check In Visit Status Indicators
Ch 9 Quiz
Closing
Reminder: Document Efficiently Today
Final Step: Course Feedback & Reflections