Permissions

Therapists 

Therapists can add diagnosis to cases in which they have created or have been assigned to.

Administrators

Can add diagnosis to any case.

Add Diagnosis

  1. Search for your desired client in the client search bar in the global navigation
  2. In the Action column next to the desired client click the Notes button.
  3. If a case does not exist for this client a new case will be created. If a case does exist you'll be taken to the progress notes tab of the case. 
  4. Click on Initial Assessment & Diagnostic Codes tab of the case.
  5. Click the + Add Diagnosis button on this page and search for either a description of the diagnosis or an ICD 10 / DSM V diagnosis code in the field that appears. 

You can add multiple diagnoses by clicking the + Add Diagnosis button multiple times.

Once the assessment is completed and signed it is locked from editing, though an addendum can be added for diagnosis edits and additional notes.

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