This course will help you understand how to use our EHR post-intake wait list. Specifically, this course will discuss the following:
- Understanding the different filter options, column definitions, and action statuses
- How to assign yourself to a client on the wait list
- How to properly chart your scheduling attempts and any necessary communication with a client
- How to view a client’s contact information and intake documentation
Following this course, if you have any questions or concerns regarding how to navigate the client list, please reach out to your direct supervisor, team lead, or intake specialist on your team.
Course Content
Client List Functions
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Assigning Yourself to a Client
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Charting Contact with a Client
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Viewing Contact Information and Intake Documentation
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EHR Client List
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