Staff Home Appointments Tab Guide

Written By Felicia Conner ()

Updated at January 16th, 2020

EXPLANATION

The appointments tab displays the clinician’s scheduled appointments and assigned tasks, allows for viewing their clinical supervisions and setting their CT|One PIN for electronically signing progress notes and forms. This tab also has an action menu that is displayed by right clicking on a client.


The available actions are:

  • Add Progress Note .
  • Review Notes
  • Open Medication Window
  • Bulk Packet Create
  • Diagnosis History
  • Client ToDo List 
  • Write a Quick Note

Action Menu

Add Progress Note
Opens the Progress Note entry window. The session information fields auto-populate with the information from the scheduled appointment when the action is initiated from the Appointments tab.

Review Notes  
Opens a note review window for quick access to view a client’s progress notes. The last five progress notes are populated as the default. The window provides additional filters to present additional notes.

Open Medication Window
Opens the Medication Window for the client.

Write A Quick Note
Opens the Quick Note entry window.

Bulk Packet Create
Opens the Bulk Packet Create maintenance window.

Diagnosis History
Opens the client’s current diagnosis update form in view only mode.

Client ToDo List
Opens a list of items of the client attention. Double clicking a task opens the task.

Scheduled Appointments

As a default the display is the current date. Use the arrows to change the date. The checkmark icon will return the display to the current date.

Best practice for a scheduled appointment is to write the progress note from the Appointments tab.

Note:  Double clicking a client will open their client chart.

Field

Explanation

Time

The start time of the scheduled appointment.

Client ID

The CT|One ID of the scheduled client.

Name

The name of the client for the scheduled appointment.

Service

The service type in the scheduled appointment.

Length

The length of time for the scheduled appointment.

Note

The column will turn green and display “Note Complete” when the progress note for the scheduled appointment was written from the Staff Home window and is signed.

Notifications

 

Appointment Comments

Displays the comments entered on the scheduled appointment.

Tasks
The bottom half of the Staff Home window presents the assigned tasks. Refer to the Task Guide for instructions on managing tasks.
Clicking on a column header will sort the tasks by that column.

Double click a task to open the task. 

 

Field

Explanation

Due

The assigned due date of the task.

Task Name

The description of the task.

Client

The client name and CT|One ID for the client associated with the task.

Status/Priority

The current status and assigned priority of the task.


HR
Clicking on HR will open the users Staff Employment File that contains documented clinical supervisions. Double click the note to view the clinical supervision.

PIN
To electronically sign progress notes and forms a PIN is required. Clicking PIN opens the PIN entry window.
A user can change their PIN at any time if the current PIN is known. If a PIN is forgotten contact the agency designated CT|One administrator to request a PIN reset. The Old PIN field will be greyed out at initial PIN creation and when a PIN reset has been requested.

  1. Staff ID:  Enter your Staff ID.
  2. New PIN:  Enter a series of alphanumeric characters that is at least 5 characters but does not exceed 8 characters.
  3. ReEnter PIN:  Enter the alphanumeric series that was entered in the New PIN field.
  4. Click OK.

 


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