How can I tell which students visited the clinic today?

    in Treatment Notes

    Up to 100 students may visit your office in a single day. The Treatment Note Insights feature will show you the number of visits over a certain time period based on the template used. Detailed information such as the most common reason and average duration will be displayed as well.

    • Step-by-Step Instructions

    Go to Front Desk.

    Click on the Treatment Notes icon.

    Locate and click the Insights button in the top right of your screen.

    Use the drop down menu under Date Search to choose from the following:

    • Today
      Yesterday
      Past 7 Days
      Past 30 Days
      Custom Search, i.e. fall semester.

    Results are organized by the template name to the left and information is provided accordingly: number of notes, duration, most common reasons, and frequency.

    • Tips and Tricks

    From Insights, click the “Go to Treatment Notes” button to search and print notes.

    • User Permissions Required For This Guide
    Access To Treatment Notes

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