Clinicians
By Jana1 author4 articles
- Adding a student with Quick intakeHow to add a student with Quick intake: search for an existing record first, required fields, walk-ins and what happens next.
- Caseload, walk-ins and switching assignmentHow the open roster works, Caseload vs Walk-ins, Switch Assignment, shared psychotherapy notes, and archiving or restoring students.
- Sessions, notes and assessments with studentsGIRP notes, AI features by role, GAD-7, PHQ-9, PSC-35, MH 533 and MH 714 assessments, and scheduling and billing differences.
- School groups and community outreachHow to create school groups, document group sessions and log community outreach events, if your practice has them turned on.