Clinical File Audits

Denise Gardner 6 years ago in Clinical Charting Module updated by Celia 5 years ago 8

What types of internal file audits are agencies doing and how are you using functions in Procentive to make the process efficient? We used to have a staff look at each clinical file and review for timeliness and content. I am hoping there are systems in Procentive already to help with this or if we need to request something be created? Any ideas would be great!



I have a few questions I am hoping can be answered in this group. Is there a way to copy a form template in Procentive and rename it to have all staff utilize? I know that I can copy a note that is already in a client's file, but I would want this to be a form that staff can choose. We are wanting to have a form for Tx Plan Development. Is Procentive the only one that can change forms etc...

Second we have multiple programs and would like the Tx Plan to flow to each program with one Tx plan instead of having let's say one tx plan for CTSS and another for MH. Is this a simple as adding the program to the Tx Plan form? 

Thank you for any information



Note to document MN CTSS ITP development

Jana 6 years ago in Clinical Charting Module updated by anonymous 5 years ago 18

I'm wondering if any MN CTSS agencies are planning or wanting to create a note to specifically document time billed for treatment plan development? If so, we are interested in working together on this.


Form K100130 GAD-7 Anxiety-Allows clients to select 2 or more answers

Stephanie B 5 years ago in Clinical Charting Module updated by anonymous 5 years ago 4

Does anyone else use this Procentive form? Clients can select two or more answers for each question which creates an invalid score. To correct this programming error, Procentive is requiring us to create a custom form just for our agency. Before we did, I wanted to get feedback from other agencies as I imagine this is a correction that everyone would want, not just us. 


Who scans directly into Procentive using a Networked Scanner?

Hello.  This question come from the ProCare Customer Success Team.  We are researching solutions for scanning directly into Procentive.  We are looking to speak with anyone who is scanning directly into Procentive from a scanner that is connected to an internal network (not a desk top scanner).  Please leave your responses in the comments or contact me directly at pat@procentive.com.  Thank you.


Removing Private Templates

It took me awhile to get the hang of creating templates, and so mine are just littered with templates which I created but don't use anymore. Is it possible for me to remove or inactivate those so I don't need to sift through a bunch of them to find the one I need?


Using tablets in your office?

Jana 6 years ago in Clinical Charting Module updated by Richard Sethre, Psy D , L P. 6 years ago 18

Can anyone share experiences using tablets for collecting data in your offices? Please include the type/browser with your comments. thank you!


Client's "Preferred Name" on clinical documents

Rochelle Garcia 1 year ago in Clinical Charting Module updated by sarah 1 year ago 1


Does anyone know if there is a setting in Procentive that would allow the practitioner to print clinical documents with the client's preferred name rather than what is in the client module?  


Does anyone use Procentive for 245D programs?

Shawna 3 years ago in Clinical Charting Module updated by Valerie McNamara 1 year ago 3

I am wanting to set up ILS and am wondering if anyone has forms I could look at. Thanks!


Is anyone else experiencing when entering information into Procentive it is not saving?

anordman 4 years ago in Clinical Charting Module updated by Alicia Swanson (Care Director) 4 years ago 6

Is anyone else experiencing when entering information into Procentive it is not saving?


Hello all,

Procentive is functioning as it should be now, we slowed down for approximately 30 min starting at 2:16 this afternoon.  All information you entered was saving but not displaying what you had done immediately. You did not lose any data but rather it took a while to refresh and display on your screen. 

The why, for all the why people like myself, is that we had a very large query which significantly slowed down a mirror server (the reflection of what is saved to mirror and display the data back to you).  Once the query cleared the mirror server began to speed back up although it does not immediately happen which is why it took the 30 min. 

If you have further questions please submit a ticket to he Care Team so we can look at your specific issue.