The system includes essential documents such as Face Sheets, Admission forms, HIPAA logs, Client notes, user fields, demographics, needs assessments, barriers, sources of income, historical data, program participation, and more. It facilitates the scheduling of appointments, interviews, reviews, events, and manages paperwork requirements, including recurring follow-ups. Integrated calendars spanning day, week, and month allow for the tracking of all practice activities while ensuring HIPAA compliance and security. Users can view information by client, employee, location, or program. Additionally, scheduling can be managed through centralized scheduling or self-scheduling models. The platform allows for the reuse of various templates including Word, Excel, or PDF forms as mandated by regulatory bodies. Utilizing built-in wizards and templates, users can create their own assessments, logs, checklists, and consent forms that support online signatures. Furthermore, the system enables scanning and attachment of all pertinent files, receipts, documents, and images, which can be retrieved and reviewed from secure user folders by client. Personnel management can be handled in the same comprehensive manner, ensuring all essential documentation and scheduling are efficiently organized. This holistic approach streamlines workflows while maintaining compliance and security.
