All Clients
The All Clients section is used to access any client’s CPP or account settings.
1. Click “All Clients”.
2. Click a client’s name to easily view their CPP. For more information on the CPP, see the Cumulative Client Profile (CPP) section.
3. Click “View Client Account” to see their account settings.
4. Click “New Client” to create a new client. For complete the details on adding a new client, see the Create a client section.
My Clients
The My Clients section is used for a physician to view a list of their current clients, remove a client from their list as well as access a client’s CPP.
1. Click “My Clients.
2. Click “New Client”. Complete the details for adding a new client see the Create a Client section.
3. Click a clients' name to easily view their CPP. For more information on the CPP, see the Cumulative Patient Profile (CPP) section.
4. Click the Trash Bin icon to remove a patient from your roster.
Cumulative Client Profile (CPP)
CPP Overview
The Cumulative Client Profile (CPP) is easily accessible from:
- Appointment Details
- Client Profile
- Sessions List
Aspects of the client profile is broken down by sections (known as “cards”). A brief description of each card is listed below.
|
CPP Section |
Description |
|
Document |
Documentation that has been uploaded, saved or published for the patient (including, but not limited to consult reports, scanned documents, etc.) |
|
E Forms |
Electronically editable forms that will be pre-populated and can used for medical documents. |
|
Appointments |
List of the client’s past and future appointments |
|
Invoices |
List of the client’s past invoices (if applicable) |
|
Questionnaires |
List of the client’s past questionnaires (if applicable) |
|
Medications |
List of the client’s past and present medications |
|
Problems |
List of the client’s past and present problems |
|
Family History |
List of the client’s family medical history |
|
Risk Factors |
List of the client’s risk factors |
|
Procedures |
List of the client’s past and future procedures |
|
Immunizations |
List of the client’s past and current immunizations |
|
Vital Sign Events |
List of the client’s vital signs |
|
Allergies |
List of the client’s allergies |
|
Statuses |
List of statuses imported from Juno Oscar v12 (if applicable) |
Client Alerts
A Client alert should be used when a user wants to highlight a client characteristic that will always be viewable on the client’s CPP and appointment details.
Updating Client Alerts
1. Click “Edit”.
2. Type in an alert in the textbox.
3. Click “Save”.
Adding to the Cumulative Client Profile (CPP)
Cards can be updated directly in the client’s CPP.
- Click the “Add” icon.
- Complete or upload information to add to the CPP.
Questionnaires
View Questionnaire
- Under “All Clients” or “My Clients”, select the name of the patient to go to the Client Profile or Sessions.
- Go to the Questionnaire card and click on the questionnaire you are seeking to view.
- A modal should open showing the questionnaire. If the questionnaire has been completed, then the questionnaire will display the saved responses.
Edit Questionnaire
- Under “All Clients” or “My Clients”, select the name of the client to go to the Client Profile or Sessions
- Go to the Questionnaire card and click on the View All button
- Then click on the Edit button for the questionnaire you want to edit.
- A modal should open showing the questionnaire. If the questionnaire has been completed, then the questionnaire will display the saved responses.
Comments
0 comments
Please sign in to leave a comment.