how to delete a form

by Deanna 27. August 2009 06:14

Deleting a form is a two-step process that must be performed by the site administrator. This will permanently remove a form from the system so if there's any doubt as to whether to delete it, don't.

1. In the list of consumer documents, click the "x" icon beside the magnifying glass to the left of the form you want to delete. A confirmation box will appear, select yes/continue. Now you have marked the form for deletion.


2. From the main screen, enter the configuration section. Click "management console". Look at the calendar on the right. By default today's date is selected. Click "show images to remove" and once again click the "x" icon beside the document or form you wish to remove from the site.



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Forms | Administrator

treatment plans posted before getting approved

by Deanna 27. August 2009 05:17

Treatment plans and progress notes are posted to the consumer's chart right away. Shouldn't they get approved first?

No, each processed form is posted before approval so that you may see what has taken place for each consumer, and so that you may make changes as deemed necessary by yourself or an approver. You can see whether or not the form has been approved by checking the document list from the consumer's general info screen, or by checking the approval section > my approved forms (from the main screen).

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Consumers | Forms

multiple client information sheets

by Deanna 26. August 2009 10:31

Editing or updating the client information sheet creates an additional form in the consumer's documents. Each time you update, the new form does not replace the old, so you always have a trail and can view old info as necessary (for example, former guardians or old addresses). Client information that appears on the consumer's general information screen or populates onto other forms only comes from the current, most recent form; there is no conflict with previous details on old forms.

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uploaded word documents not showing up

by Deanna 26. August 2009 10:01

Sometimes an uploaded Word document does not instantly show up under the consumer information. If you received a confirmation that the upload successfully completed but do not see the form in the consumer's list of documents, try waiting a couple of minutes before rechecking. It's also helpful to click the "refresh" button in your browser or hit F5 on your keyboard to refresh your screen.

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MS Office | Consumers