How to set up Programs

Mary Jane -

If you have the Patient Portal enabled you can also offer programs for registration publicly.

Patient Programs

  • Settings>Programs>New Program, create the program.
  • Click the blue icon to the left of the program>Add to Schedule.

Training Video

REPORT CARDS

There are 2 places to create a Report Card for the patient.

1. From the Program

Go to Settings>Programs>Scheduled Programs.

Click the icon to the left of the program and select Registrants.

To the right of the patient name select Report Card.  Enter the content, select if the patient Passed or Failed and Save.

The Report Card saves in the Patient Profile under History>Appointments.  Locate the date of the program, click the View icon to the left of the patient name.  Then select the Report Card button to view.

2. From the Patient Profile

Open the Patient Profile.

Go to History>Appointments.  Locate the date of the program, click the View icon to the left of the patient name.  Then select the Report Card button to create and Save.

 

PROGRESS NOTES

Open the Patient Profile>History>Appointments. 

Locate the date of the program the patient attended. Click the View icon to the left of the item and select the icon to the left of the patients name to create Progress Notes and Save.

 

 

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