The Navigation Bar at the bottom of a clinical document will provide you with quick access to relevant areas of Procentive.
|1||!||This exclamation point is used if you are ever unable to save a clinical document. See Unable to Save Clinical Document.|
|2||This icon will allow you to set up a manual workflow for this clinical document. For more information on manual workflows, please send a ticket to Procentive.|
|3||This drop-down menu will give you the option to print a PDF for this clinical document. Choose the name of the document.
|4||Show blanks||If there are hidden items within the online document that are controlled by a radio button or checkbox, checking this box will make those hidden items visible on the print view.|
|5||Autosave||If there are any required fields in the clinical document, once all of them are filled in, the document will autosave at the interval entered here.|
|6||Tabs||If this box is checked, the view of the clinical document will separate into tabs: Main, containing the information at the top and Form, containing the body of the clinical document.
|7||White||Checking this box will change the background of the clinical document to white.
|8||log||This link will provide you with a log of who has accessed and modified this document.|
|9||diagnoses||This link will open the Change Diagnosis window. The information here can be a reference for the user. A diagnosis added here would also update the Clients module > Diagnoses tab.|
|10||client||This link will open the client's profile in the Clients module.|
|11||dashboard||This link will open the client's dashboard.|
|12||medication||This link will open the Medication module. You will only see this link if your agency uses the Medication module.|
|13||documents||This link will open the Documents module.|