Forms and their Versions |
We recommended that you first watch this video before learning how to create notes within the Form Builder section. We go over the concept of forms and their versions and how they are used within the workflow of creating and choosing a note. We specifically go over where the forms and their versions are used. Furthermore, we also go over where the forms are fixed but you have the option of creating versions in the Group Notes and Treatment Plan tabs. Lastly, we go over the Clients forms and how they are separated into age categories rather than versions. |
https://youtu.be/mEmXnbwXrok |
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Form Builder- Widgets |
We recommend that you first watch the video titled ‘Forms and their Versions’ before you view this video. Here you will be shown an example of how to incorporate the Widgets in to your notes. We briefly discuss the value of adding widgets to your note (also discussed in the ‘Selecting and Signing a Note’ video). |
https://youtu.be/DAyi_yJxMxg |
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Form Builder- Components and Sections |
We recommend that you first watch the video titled ‘Forms and their Versions’ before you view this video. Here you will be shown an example of how to replicate a particular note. We show you step by step how to use the drag and drop feature to create a note. We go over each of the components and the detailed capabilities of each of them. Lastly, we show you how to create columns within your notes using the Sections capability. |
https://youtu.be/6i1I-sbH19g |
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Selecting and Signing a Note |
In this video we learn how to manage your notes. We go over the process of selecting a note (the specific version of a form) and how to sign your note. |
https://youtu.be/-FZExBIv9bM |
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Importing a new Form/Version from Therapia and Community Versions |
Here we show you how to import a new version of a form into your software. Periodically we update or add additional forms and versions to the ones that originally came with your software. You can import these new forms/versions using the Import function. Likewise, you can also import versions created by the community. |
https://youtu.be/c3Hgcowz1_M |
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Quick overview of creating a note and bill |
In this video we give a quick overview how to quickly create an appointment, write a note for that encounter, and subsequently generate your bill to submit to the insurance company. |
https://youtu.be/V_gn4ff1eZk |
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Script Functionality |
This video goes over our scripts functionality. Scripts are used to add predefined or user defined data/content quickly into your note. It provides a quick shortcut to add your own templates into the notes via the text fields. |
https://youtu.be/s-PqTgsJA5o |
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Comparing Different Functionalities During Note Creation |
In this video we go over the different functionalities we have added to the software that can be used when creating a note. Specifically we compare and contrast the Script, Templated, Copy Prior Note, and Premium Widget functionalities. We show how each is utilized when writing your note and how each can be used separately or together. Choose which function works for you to allow you to successfully create your note as efficiently as possible. |
https://youtu.be/DQDm_SS4XBM |
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Notes- Creating note without an appointment |
Here we show you how to create a note without an appointment- aka an "unbilled note". |
https://youtu.be/ezdvGrz7mLA |
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