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!
Within the Article:
Within the Records page, you'll initially notice chart notes in chronological order:
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:
For more information, check out our article here: Quick Note
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!
- 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.