User Manual - Practitioner Role

Overview

Practitioners have access to client management, appointments, and documentation features. This manual covers all modules available to practitioners.

Table of Contents

1. Getting Started
2. Dashboard
3. Client Management
4. Appointments
5. Visit Notes
6. Health Plans
7. Policies

Getting Started

Login

1. Navigate to the login page
2. Enter your email address and password
3. Click "Login"

After successful login, you'll be redirected to the Dashboard.

Dashboard

The dashboard provides an overview of your schedule and client information.

Key Features:

• Today's Appointments
• Upcoming Appointments
• Quick access to client information

Client Management

Practitioners can view client information and access client records.

Viewing Clients

Navigate to Clients from the main menu to view all clients.

Client Details

Click on a client to view their details, including:

• Contact information
• Visit history
• Health plans
• Contact notes

Appointments

Viewing Appointments

Navigate to Appointments to view your schedule.

Features:

• View all appointments
• Filter by date
• View appointment details

Visit Notes

Creating SOAP Notes

Document each visit using the SOAP notes format:

1. Navigate to an appointment
2. Click "View Visit Notes"
3. Click "Add Visit Note"
4. Fill in:
   • Subjective: Client's description
   • Objective: Your observations
   • Assessment: Your clinical assessment
   • Plan: Treatment plan
5. Click "Create Visit Note"

Health Plans

Viewing Client Health Plans

1. Navigate to a client's details
2. Click "View Health Plans"
3. View assigned plans and progress

Updating Plan Progress

1. Open a health plan
2. Update visits completed
3. Mark milestones as complete

Policies

Practitioners can review and acknowledge active practice policies.

1. Navigate to Policies
2. Review each policy and any updates
3. Acknowledge required policies

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Note: Screenshots for practitioner-specific views will be generated during testing.