Therapists Essentials
A streamlined guide for evaluating therapists. Includes the Therapist Dashboard, daily schedule, progress note expectations, bulk signing, and how to manage documents and required items inside the Episode of Care.
8 articles
My Day Therapist DashboardMy Day gives you a focused, at-a-glance view of everything assigned to you—so you can start your day with clarity and confidence.
Print Daily Schedules for Your TeamNow all therapists (not just DORs) can print Daily Schedules for the whole team. Check out the steps below to see how it works!
Navigating the Documents Due ListThe Documents Due List in the EMR helps manage pending documents. This guide covers accessing, filtering, and completing necessary tasks.
Bulk Signature FeatureThis feature allows supervisors and assistants to sign multiple documents at once, saving time and simplifying document management.
Using the Docs Due ListThe Docs Due List helps therapists and DORs quickly identify which every document due across your facility and allows you to filter, review, and complete items before they become overdue.
Physician DashboardThis article explains how physicians, review and sign clinical documents. The Physician Dashboard gives signers one place to complete all pending signatures without relying on email notifications.
Why Isn’t the Physician’s Name Appearing in the Evaluation Form?The physician’s name on an Evaluation automatically pulls from the Primary Physician listed in the patient’s profile. If this field is missing or incorrect, the name will not populate in…
Changing a Patient's Payer TypeThis article explains the new workflow for changing a payer with the new payers tab.