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