Overview
These videos covers the basic information you will need to know (and want to know) as you begin working with clinical documentation in the Clinical Charting module. It's important to watch these video to get familiar with Clinical Charting and the options that are available to you in your online forms.
Important: Please require that all staff working with clinical documentation watch these videos as well.
Required Videos and Articles
| Create a Digital Signature Password | article | This article will explain how to set up your digital signature password. This is how you will sign your clinical documents. |
| How to Document a Service | video (8 minutes) | This video explains the process of how a client encounter or service should be fully documented in an easy flow. |
| Table View Filters | video (5 minutes) | This video explains the components of table view; the defaulted view you open to in the Clinical Charting Module. Learn how to use these filters and how to locate specific documents. |
| Column Headers | video (6 minutes) | This video explains the column headers and icons for the clinical documents listed in the results table. |
| Form Features - Part 1 | video (11 minutes) | Upon opening a clinical document, there are several fields found at the top (Dataset, Template, Effective date, etc.). This video explains how to use these fields. This video also explains the differences between the online view and the print view. |
| Form Features - Part 2 | video (7 minutes) | This video explains how to use the Procentive fields and links found at the bottom of each online form (Autosave, Tabs, Show blanks, etc.). |
| Form Functions | video (17 minutes) | This video explains the different types of fields that are available in a form along with examples of how you can use them. |
Recommended Articles
| Using Client Groups and Documenting Group Services | This video (22 min) explains how to create clients groups, modify groups, schedule recurring group appointments, and fully document the group service in an easy flow. |
| Dataflow & Dataflow Options | Learn what dataflow is and how it can be used. |
| Set up Scanning | Scan a clinical document directly into Procentive. This article will walk you through the set up. |
| Unable to Save a Clinical Document | If you are unable to save a clinical document due to connection loss or session timing out, you can follow these steps to have Procentive restore the data. |
| Create a Template | Create a pre-filled online form for a commonly used clinical document. |