Clinical/Charting & Eligibility (Procentive)

Clinical/Charting Overview

• Clinical Document Color Types
• Review Available Clinical Documents
• Review Changes to Clinical Documents

Eligibility Overview

• Require PMAP Program For Eligibility
• Helpful Links Within The Eligibility Module
• List of Payers Allowed in Eligibility
• Free Payer Setting for Eligibility Module
• Eligibility Dates

Select or Customize Clinical Documents

• Request Changes to Your Online Clinical Documents
• Procentive Standard Form Sets
• Clinical Document Sandbox
• Agile Process Questions
• PRO-1586 Standard Client Intake
• Agile Clinical Documents Development Process

Dataflow & Pick Lists

• Dataflow Options
• Simplify Treatment Planning with Picklists
• Pick Lists
• Edit a Pick List
• Dataflow

Run Eligibility

• Run Eligibility When Adding a Client
• Eligibility Rejection: Invalid/Missing Provider Specialty
• Select A Batch of Clients For Running Eligibility
• Run Eligibility in Batch

Clinical Document Settings

• Navigation Bar at the Bottom of a Clinical Document
• Form Groups
• Create and Use a Clinical Document Template
• Change Clinical Charting Permissions
• Chart View
• Associate Forms With Programs

Signatures

• Digital Signature Password Requirements
• Update Staff Signing Credentials
• Reset a Digital Signing Password
• Recommended Topaz Signature Pads
• Digital Signature Application
• Create a Digital Signature Password

Fill Out Clinical Documents

• Upload a Clinical Document
• Sign a Group Note
• Scan a Clinical Document
• Print a Clinical Document
• How To Sign Multiple Clinical Documents
• Create a Clinical Document

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If-Then Scenarios

• Unable to Save Clinical Document
• Track Clinical Documents Sent to a Client Email
• Create a Group Note Without a Service Line
• What Happened to My Document?
• Troubleshoot Dataflow Issues
• Cannot View Clinical Document