Client Profile: Records

Looking to fax a referral source or how to share client charts with another Provider?

Faxing a referral source is one of the options available when managing the client profile Records tab. Providers will have access to client information that includes: Treatment Plan, PHI Release Log, Chart entries and Chart Sharing, Fax Referral Source options and more.

Within the Article:

Chart Entries
Treatment Plan
PHI Release Log
Fax Referral Source
Chart Sharing


Chart Entries

Adding additional charting information is one click away within the client profile. Simply select to Add 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.


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!

First, select the referral source by searching the address book. Selecting Next offers a screen where information includes the fax message, the option to create a quick note and customize additional PHI log entry details.


Chart Sharing

Chart sharing offers a list of providers that will have chart record access for Client Treatment. The option to with a Provider can be quickly updated here.

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