Training Outline: Overall Responsibilities Manage your schedule (scheduling, attendance, etc.) Confidentiality & privacy Manage your Task List (write your notes, forward to Activity logs supervisors, complete attendance, complete additional Research data accuracy information for non-clinical activity.) – Timeliness Manage your My Clients list (who are you currently Demonstrate, validate, report working with) CCMH Help F1 or help file – – User Configuration scheduler layout, defaults – Schedule & Navigation Overview Daily Workflow Appointment Types Appointments vs. placeholders Schedule appointment Scheduling shared appointments Review Client File and Contact Information How to schedule individual appointments Notes, Data Forms, Attachments Re-schedule, move, and copy See client Client Database Clinical Need ONLY – Set appointment attendance Search Go to Task List & write Case Note Client Information Data Forms Client File Overview Attachments Case Note Overview
Training Outline: Confidentiality & privacy Activity logs Research data – accuracy Timeliness Demonstrate, validate, report CCMH Help – F1 – or help file User Configuration – scheduler layout, defaults Schedule & Navigation Overview Appointment Types Appointments vs. placeholders Scheduling shared appointments How to schedule individual appointments Re-schedule, move, and copy Client Database – Clinical Need ONLY Search Client Information Client File Overview Case Note Overview Overall Responsibilities Manage your schedule (scheduling, attendance, etc.) Manage your Task List (write your notes, forward to supervisors, complete attendance, complete additional information for non-clinical activity.) Manage your My Clients list (who are you currently working with) Daily Workflow Schedule appointment Review Client File and Contact Information Notes, Data Forms, Attachments See client Set appointment attendance Go to Task List & write Case Note Data Forms Attachments