Client Profile: Records

Looking to view or print a clients comprehensive record? View a treatment plan? Share a record with another provider in your group? Fax a referral source? View or print the PHI release log?

Read on to find out what the client's Records tab in their Profile has to offer!

Records Overview

Within the Records page, you'll initially notice chart notes in chronological order:

Chart Entries:

Note: To the right, you'll notice the sections you can click on that will bring you to that section of the records page: Treatment Plan, Print Records, Chart Sharing, etc.

If you have a few chart note records, you may find them collapsed like shown below.

Simply click on the blue Chart Entry - Date link and the system will reveal the entire chart note for that date:

Adding additional, non-appointment charting information is one click away within the client profile. Simply select to Add Quick Note:

For more information, check out our article here: Quick Note

Treatment Plan

Once the provider has entered information from a session, the client treatment plan details are accessed (or updated) within this section. You can view or update a treatment plan outside a session here.

PHI Release Log

This will list all client record releases / generations in the system:

Click Print to generate a printout of the PHI Release Log.

By clicking on a provider can fill in the sections necessary, to log a new entry into the client's HIPAA-compliant Protected Health Information Release file:

Fax Referral Source

TherapyAppointment is not intended to replace your existing faxing solution, yet faxing a referral source is one of those helpful features that has been added to allow basic transmission of information directly over to a designated referral source at no cost to you!

Note: For more information about this feature, please check out this article - Fax Referral Source

Chart sharing is a one way street in the system (ex: Provider A shares notes with Provider B), or can be a 2-way street.

Chart sharing offers the following, the ability for the other provider to:

See client chart note records
See client treatment plan
See any clinically marked documents uploaded for this provider (under the client's Docs & Forms tab)

In this case below, the provider Stephen Strange has chosen to share chart notes for client Joe Fakerton with the other provider, SpongeBob.

Note: For more information about chart sharing, please check out this article - Chart Sharing