1. Forum: Procentive User Community
  2. Clinical Charting Module
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Beantwortet

Understanding Data Flow in Clinical Documents

Pat Stream vor 8 Jahren in Clinical Charting Module • aktualisiert vor 8 Jahren • 7

We have new materials coming out about how to have more success with Clinical Charting by utilizing one of the best features of Procentive: Data Flow. This is a place to discuss about those materials as well as to learn from all Procentive users.

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how do we send email through our procentive notes

Lisa vor 8 Jahren in Clinical Charting Module • aktualisiert von Sara Serier vor 8 Jahren • 1
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TX Plan pulled to Discharge Summary

Allysa vor 8 Jahren in Clinical Charting Module • aktualisiert von Sara Serier vor 8 Jahren • 1

Wondering if there is someway to have the last TX plan pull to the discharge summary. What happens is, it will pull if the discharge summary is done within the 90 days that the TX plan is valid but if outside that time it does not pull. The reason of it being outside that time frame would be that the client has not returned so the clinician has not done a new TX plan but is still in a waiting period to see if the client is going to return. This just depends on when the last appointment falls. It there a setting that can be changed just for the one form?

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DA

clatour vor 9 Jahren in Clinical Charting Module • aktualisiert von Sara Serier vor 9 Jahren • 1
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Paperwork for couples intakes

barb hinkle vor 8 Jahren in Clinical Charting Module • 0

How does your agency handle intakes for couples counseling? Do you have the spouse fill out an intake in addition to the intake by the client? Do you use the kiosk and if so does the spouse fill theirs out on the kiosk? Do you have trouble with it flowing properly into the DA?

Thank,

Barb

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Fertiggestellt

How to unlock a note

Samantha Nicole vor 8 Jahren in Clinical Charting Module • aktualisiert von Pat Stream vor 8 Jahren • 1

I thought I was saving and locked a note that I need to be signed by another person. How do I unlock it?

Antwort
Pat Stream vor 8 Jahren

Samantha,

Unlocking a note is allowed with the correct permissions. There are typically only certain roles at an agency that have unlocking privileges. Start first with contacting the Procentive champion at your agency.

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Interns

linda vor 8 Jahren in Clinical Charting Module • aktualisiert vor 8 Jahren • 6

We have interns/ADT. How do you handle signing off on the medical record when you should have two signatures?

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Printing Clnical records

Tanya Leither vor 8 Jahren in Clinical Charting Module • aktualisiert von Kim Ross vor 7 Jahren • 13

Is there a way to indicate date range for printing clinical records? We are not yet at the point where we are faxing out of Procentive.

Antwort
Pat Stream vor 8 Jahren

Kay - first check your staff permissions to be sure the report is activated for your role. There is definitely a report #2010 but with all reports, each one has to be turned on for specific roles, etc.



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