Task List a list of (1) client notes you need to write and (2) appointments that need to have their attendance marked. – When appointments are marked they appear on your task list to “Attended” Task List: Create Note appointment attended note needed. – – Notes to write Note is Blank note created but nothing entered. – Past appointments with attendance status = Signature Required note has been started but not signed. “scheduled” – Forward to Supervisor Trainee signed (line 1 or 2) but not forwarded to – Information available: supervisor. Date Review and Sign Note signed by trainee and forwarded to you. – Category (type of note) How to use (i.e., go to a note) From (who forwarded it to you) on a row to go to that case note, OR Client Name Click on a note, and then on button. “Open” Description (of appointment) Action Required for note My Clients a list of all clients assigned to you. – Clients are included on your list if:
Task List – a list of (1) client notes you need to write and (2) appointments that need to have their attendance marked. When appointments are marked “Attended” they appear on your task list to Task List: Notes to write Past appointments with attendance status = “scheduled” Information available: Date Category (type of note) From (who forwarded it to you) Client Name Description (of appointment) Action Required for note Create Note – appointment attended – note needed. Note is Blank – note created but nothing entered. Signature Required – note has been started but not signed. Forward to Supervisor – Trainee signed (line 1 or 2) but not forwarded to supervisor. Review and Sign – Note signed by trainee and forwarded to you. How to use (i.e., go to a note) on a row to go to that case note, OR Click on a note, and then on “Open” button. My Clients – a list of all clients assigned to you. Clients are included on your list if:
CPS-Titanium-User-Manual-WCU-1.docx