How to create and edit events in the system
This guide provides step-by-step instructions on how to create and edit various events in the system. It covers creating new events, selecting the event type, choosing the client, date, time, location, and procedure, as well as the option to repeat the event. It also explains how to edit events. The guide emphasizes the importance of capturing the caregiver's signature when modifying the event's date or time.
Creating events in the system
- Behavior Treatment
- Individual Supervision
- Group Supervision
- RBT Competency
- Family Training
- Medical Visit
- Assessment Session
- Reassessment Session
Please be aware that fields marked with an asterisk (*) are mandatory.
Once a client is selected, the system will automatically fill in the therapist's name based on the account being used to create the event.
Once you select the procedure, the available units for the chosen client will be displayed.
Editing events in the system
Within this window, you have the ability to access session notes by selecting "GO TO REPORT," or you may choose to delete the event by clicking on "DELETE."
14 After making the changes, click on "SAVE".
It's important to be aware that if the caregiver's signature has been obtained for a visit that you wish to reschedule, you will need to recollect the caregiver's signature upon altering the event's date or time.