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Log a Treat First Visit

Log a Treat First Visit

 

Step 1

Locate or register the client using the Client menu (see Client Registration help for more details).

 

Step 2

From the client dashboard, you can quickly see the client’s visit history, update their personal information, view Treat First survey responses over time, or start a new visit.

 

Step 3

Always start by updating the client’s profile, contacts, address, and phone.

If you see this symbol next to Mandated Data, you should update that section as well.

 

 

 

 

Step 4

Click “Start New Visit” to begin a new session. Enter the client’s responses for the Self Check-In survey, then click save.

Step 5

After the session, click “Session Check-Out” and enter the client’s responses, then click save.

 

 

Step 6

Click “Complete Visit” and answer the completion questions. Note that the first date is the date of this visit; if another visit has been scheduled, enter it in the bottom right box.

 

Published March 29, 2019

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