Chart Navigation

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In this course, you will learn how to navigate a client’s chart. Specifically this course reviews:

 

Lesson 1: Locating a client chart

Lesson 2: Reviewing a client’s demographic and contact information

Lesson 3: Finding initial paperwork

Lesson 4: Locating initial assessments, treatment plans, progress notes, and discharge summaries.

Lesson 5: Reviewing Notes

Lesson 6: Using Questionnaires and general forms

Lesson 7: Generating portal logins for clients

Lesson 8: Reviewing a client’s ledger

Lesson 9: Creating a New Appointment

Lesson 10: Reviewing appointments

Lesson 11: Documents, sticky notes, messages… and more!