Assessments, Progress Notes and Treatment Plans
Progress Notes
You can open a new progress note from the A1 or N button from the appointment or from the progress notes page under the individual tab. Once you have selected your note from the drop down of templates and completed your note, you will insert your ...
Viewing Progress Notes
To view a client past progress notes. Go to the progress notes page under the individual tab, and click View Notes to the very right of their names. In the pop up box, be sure to change your date range back to the dates you would like to view.
Assessment
Adding a clinical assessment to a client’s record can be completed two ways – from clicking the CA button on the calendar or from pushing the “new button to the far right of the client on the Assessment page under the individual tab. You will then ...
Treatment Plan
Adding a treatment plan to a client’s record can be completed two ways – from clicking the TP button on the calendar or from pushing the “new” button to the far right of the client on the Treatment Plan page under the individual tab. As you complete ...
Emailing treatment plan for Signature for client to sign
1) Make sure that an email address has been entered in the Email ID field on the Registration page 2) Select the Treatment plan and open it 3) Click Save at the bottom of the first page 4) Click Send Mail 5) A new Password code will generate, provide ...
Steps for updating diagnosis
Steps on how to update diagnosis codes inside Therasoft: 1) Select Individual/View Clients 2) Locate the client and click on their name (blue text) to open the client registration page 3) Select the Diagnosis tab and enter the DX code or codes ...
How to email a Clinical Assessment
1) Make sure that an email address has been entered in the Email ID field on the Employment tab of the Registration page 2) Select the Assessment 3) Click Save at the bottom of the first page 4) Click Send Mail 5) A new Password code will generate, ...
Deleting Assessments and/or Treatment Plans
The client will need to have at least 2 or more assessments or treatment plans in order for the popup window to display. They will also need to have a session on the calendar that does not have an assessment or treatment plan created for that date ...
How to delete a Progress Note
1) Go to Individual, Progress Notes 2) Click on your patient's name for his/her sessions to appear below 3) Click on the blue Description of the session (ex. Ind. Therapy 45-50m) 4) Click the Delete button The Delete button will only be visible to ...