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Automate checking of checking of Clinical Charting/ Documentation

Diane Bilger 1 year ago in Clinical Charting Module updated by Anne Foss (Product Manager) 1 year ago 1

We are looking to automate the checking of checking of when DA's, SDQ's, CASII's, HIPPA etc.are due.  Any suggestions on systems that are working well for you?

Hi Diane,


Are you looking for automated reminders when these items are due for a client? If so, our Workflow Module can help with that. You can look through our materials on workflow in our KnowldgeHub; otherwise please submit a ticket and we can set up a consult with one of our workflow experts.


Thank you,


Anne Foss

Product Delivery Manager