Understanding Data Flow in Clinical Documents
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.
how do we send email through our procentive notes
TX Plan pulled to Discharge Summary
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?
DA
Paperwork for couples intakes
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
How to unlock a note
I thought I was saving and locked a note that I need to be signed by another person. How do I unlock it?
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.
Interns
We have interns/ADT. How do you handle signing off on the medical record when you should have two signatures?
Printing Clnical records
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.
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.
Customer support service by UserEcho
