User's Manual Part 1

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section 03
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III. ADDING A CASE
All clients must have a case associated with their file.
Within the Client Information screen, click New Case.
The Client Case Information screen allows you to enter information regarding the client’s physi-
cian, medications, referral sources, employment, insurance, ICD-9 codes, etc. (Figure 3-3).
A. ADDING A FAMILY PHYSICIAN/SPECIALIST/ATTORNEY/REFERRAL SOURCE/INSUR-
ANCE COMPANY/EMPLOYER
Enter a new contact by double clicking on the white text box. A new window will appear that
allows you to add in the contact information. After entering in the information and closing
the new window, the contact’s name will appear in the drop-down menu for that particular
contact type. This data will be saved in your database so the information will only have to
be entered once.
B. ADDING CURRENT MEDICATIONS
A list of client medications can be added by double clicking in the white text box. The
Current Medications screen will appear and this allows you to enter in the name of the
medication as well as a description of its purpose and usage. If the client is taking a
medication that has previously been entered, select the name of the medication from
the drop-down menu and enter the remaining information by either typing it in or select-
ing it from a drop-down menu. Once all the information has been added, and the screen
is closed, the Current Medications text box will be populated with all of the medication
names.
C. CLIENT PHOTOS
This screen gives you the ability to add a client’s picture into his or her file, and this in
turn will be incorporated into that client’s reports. You must first take a picture with a
digital camera and then save the picture to your hard drive. Once that is done, click on the
large white box in the upper right hand corner of the Client Case page or click on Picture
at the bottom right hand corner of the page. Click Browse to locate the picture and then
Figure 3-3. Case Information