Patient Management Service Support
Download the Patient Management Service Support Manual
Manual
Patient Management Service FAQ
How do I add a Client
- Search for Client
- Click on Add Client Button
- Enter Details and Click Save
How do I find a Client
- Click on Search & click on Client
- Enter Search Criteria
- Click on Client Results
How do I find a Contact
- Click on Search & click on Contact
- Enter Search Criteria
- Click on Contact Results
How do I add a Contact to a Client
- Find Client & Click on Contacts Tab
- Click on Add Contact
- Enter Details and Click Save
How do I add Care Cycle Details
- Find Client & Click on History of ABI Tab
- Click on Add ABI
- Enter Details and Click Save
How do I add details of an Incoming Referral
- Find Client & Click on Incoming Referrals Tab
- Click on Add Incoming Referral
- Enter Details and Click Save
How do I add an Intervention
- Find Client & Click on ABI Team History Tab
- Click on Add Intervention
- Enter Details and Click Save
How do I add Rehabilitation History for a Client
- Find Client & Click on Rehab History Tab
- Click on Add Rehab History
- Enter Details and Click Save
How do I add in Client Needs
- Find Client & Click on Needs Tab
- Click on Add Client Need
- Enter Details and Click Save
How do I add details of an Onward Referral
- Find Client & Click on Onward Referrals Tab
- Click on Add Onward Referral
- Enter Details and Click Save
How do I Generate a Report
- Click on Reports link
- Select the Report You Require
- Enter Search Criteria if the report requires it
How do I Print a Client Appointment Letter
- Find Client & Click on ABI Team History tab
- Click on Print First (or Subsequent) Appointment Letter
How do I Change my Password
- Click on Security & Click on Change Password
- Enter Old Password & New Password twice
- Click on Save New Password
