Courses

  • 1

    Getting Started

    • Welcome to ClinicNote

    • How to use this course

    • Signing in

    • Initial login steps

    • HIPAA Compliance

    • Support
  • 2

    Customizing the Dashboard (Clinical Administrators only)

    • Start Here!

    • Admin Panel Overview

    • Users & Permissions tab

    • Schedule tab

    • Facility tab

    • Portal tab

    • Billing tab
  • 3

    Using the Dashboard

    • Client List

    • Adding clients

    • Creating Client Portal Accounts

    • Schedule

    • Schedule Reports

    • Client Communication

    • Facility Files

    • Student perspective

    • Reporting
  • 4

    Documentation Overview

    • Types of Documents

    • Creating, saving, and submitting

    • Finding Documents & using Folders

    • Sharing Documents to the Portal

    • Backups, signing, and deleting
  • 5

    Tasks

    • Tasks

    • Task List Report
  • 6

    Narrative Templates

    • Narrative Templates Overview

    • Editing and Commenting in Narrative Templates
  • 7

    Goal Manager

    • Adding goals

    • Archiving goals
  • 8

    SOAP Notes

    • SOAP Notes

    • Common SOAP Note & Goal mistakes and how to avoid them

    • Editing and Commenting in SOAP Notes
  • 9

    Progress Reports

    • Progress Reports Overview
  • 10

    Linking Appointments, Documents and Charges

    • Linking Appointments, Documents, and Charges
  • 11

    Client Portal

    • Client Portal Overview - Client Perspective

    • Client Portal Overview - Therapist Perspective

    • Portal Activity module

  • 12

    Client Waitlist

    • Client Waitlist
  • 13

    Billing

    • Billing Training