The Client Chart and Provider Section
1) The “Client” tab shows you places to start a new note, view previous records, see PHQ-9 results, CCAPS responses, and send messages to the client
2) The “Provider” tab shows you incomplete notes, notes that need your signature, and messages
Sending a Note for Review
1) To send a draft, click “More” at the top and select “Send Note”
2) Enter your supervisor’s name and click “Send Note”
Adding Feedback or Comments to a Note
1) To add feedback on a note, click “More” at the top and select “Sections”
2) Select the first one “#SUPERVISOR-TRAINEE FEEDBACK” which will add a yellow comment box to the note, you can put comments and feedback here then send the note for review
3) To send a draft, click “More” at the top and select “Send Note” (see instructions above
4) Suggestion: leave all supervisor-trainee comments here until the note is ready to sign
5) Once feedback is done, click on the X on the right to remove the yellow comment box, which also deletes any text in them
6) Never sign a note until you have approval from your supervisor
Signing a Completed Note as a Trainee
1) When a note is ready complete and ready to sign, click “Sign Note” at the top
2) In the pop-up window click the “CC this note” checkbox
3) Enter the name of your supervisor who is co-signing the note (if you are being supervised by an intern, include their supervisor here as well)
4) Enter your password and click “Sign Note”
5) There is no need to write anything in the “Message” section