Switching clients from one phase of treatment to another
Switching clients from one phase of treatment to another
Your client has completed a phase of treatment and is now moving to a different phase. (e.g Primary to Transitional) How do you change their status on My Recovery Plan? Watch the video above for a how to tutorial on changing clients status of treatment.
Discharging Clients Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Clients" and then click "Manage Clients". Manage and edit clients Step 2 Select the "Active Client" from your client's list ...
Adding New Clients Step 1 Click on the Add New Client Button located in the bottom right hand corner of your screen. Add new client button Step 2 Complete all fields in the Client information Card under the General Tab. Reference Field Is Optional ...
This article explains three functions of My Recovery Plan. Creating a Recovery Plan (Attaching Goals) How to Personalize Goals for a Clients Plan What to do if a goal does not show up in the suggested list after an assessment? In this video ...
Creating Caseloads Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Settings" and then click "Client Caseloads". Client Caseloads Sidebar Menu Item Step 2 Click on the green + button at the ...