TherapyCharts - User contributions [en]

Category:User Management

2015-09-01T13:03:30Z

Ryan: Created page with "<html> <iframe src="https://player.vimeo.com/video/137286860" width="500" height="281" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe> </html>"

Who qualifies as support staff?

2015-08-25T20:53:17Z

Ryan:

[[Category: Getting Started]]
[[Category: User Management]]

As TherapyCharts uses the term "Support staff" as a broad term that may have other areas of access that includes concepts present in two specific roles:

== Scheduler role ==
[[Category: Calendar]]
Scheduler staff generally have permission to access the calendars of all clinical staff and to add, remove, or edit any of the appointments on the calendar. When organizations set permissions up in this configuration, we strongly recommend that they create policies around how clinicians make time available to schedulers to set up appointments as well as procedures for both schedulers and clinicians to communicate when changes are made. Scheduler staff are not likely to have access to any clinical information, but may be able to view financial information to provide accurate answers to clients who call for assistance understanding their bills.

== Biller role ==
[[Category: Billing]]
Billing role only generally have permission to access all billing related components. This role is sometimes outsourced to a third party contract person (medical biller/bookkeeper) and they might want restricted access to configuration options or view some clinical data. Each organization can set permissions up based on their needs. Most billing staff can create accurate claims using the invoices portion of the site combined with the service activity logs. Some organizations add the reports section to this role so that they may download spreadsheets with more detailed information about client encounters.

Category:Patient Demographics

2015-08-25T20:51:28Z

Ryan:

When adding new patients to the system, there are a number of options regarding what information you collect and how it is stored on our system. This section is designed to cover the information saved in our patient information section.

<html>

<iframe src="https://player.vimeo.com/video/137286846" width="500" height="281" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>

</html>

Co-signing notes

2015-08-25T20:49:23Z

Ryan:

[[Category: FAQ]]
[[Category: ProgressNote]]

== Setting up accounts for multiple signatures ==
There are times when an organization may require more than one signature for clinical documentation. Often this falls into either a supervision requirement, state medicare requirements, or as procedural requirements for the organization. To set up multiple signatures on documentation:

The administrator would login to their account. Navigate to the "Configuration" area. In the second navigation row, select the "User Management option. Scroll to the Staff Role table at the bottom of the tab. By default there are several staff roles, students are the only role that are initially set up to require two signatures. You may modify signing permissions of any group to add or remove signature requirements.

If the situation is for supervision then the default settings are likely sufficient. Simply assign users who will be supervising and signing off on other staff's notes to the "Supervisor" group. Then assign any staff requiring supervision to the "Student" group. Supervisor's will have the ability to view, sign, or request edits on documentation created by the student.

If the situation is for state medicare requirements, you may require a physicians signature on all or selected documentation. Clinics in this situation generally add signature requirements to the "Therapist" role consistent with the regulations. The supervising physician then is either assigned to the "supervisor" group or has an additional role created in the table with the appropriate permissions.

Depending on your organization's needs you may need to create additional staff roles to accommodate signing requirements. These allow you to categorize staff according to the specific permissions they need and the signature relationships between hierarchical relationships. You may have up to twelve distinct staff roles within the organization. If you require more, please contact our technology team for assistance.

== How Notes are finalized ==
The requirements for any documentation are established when it is created and are displayed along the system timestamps along the top. When two signatures are required the creator of the note will see a "Finalize" in place of the usual "sign and save." Once they have entered their signature the file will appear in the patient list of supervisors when the filters are set to "Others (action required). The supervisor may then review the note. They will see a "Finalize" in place of the usual "sign and save" if the documentation is correct they will sign off on the work. If the documentation requires edits, they can choose to click "Request edits" instead. This places the file back into the creators "Action required" list until they make the changes and sign the modified form.

Category:ProgressNote

2015-08-25T20:33:26Z

Ryan:

This page provides information about Progress Notes.

<html>

<iframe src="https://player.vimeo.com/video/137286845" width="500" height="281" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>

</html>

Custom Fields

2014-10-25T22:45:48Z

Ryan: /* Background */

= Background =
[[File:Custom_Field_Example.png|400px|thumb|right|Example on a Progress Note]]

The TherapyCharts system allows you to add additional fields to the clinical documentation tabs to record addition information. We call this a Custom Field.

A custom field has two parts:
(1) the custom field name; and
(2) the custom field value.

= What type of custom fields are available? =

At this time we allow only plain text custom fields. The name of the field should be less then 64 chars in length. Each name must be unique. The string you place in the value should be less then 128 chars in length.

= How many can I have on a form? =

There is a limit of 20 custom fields per form.

= To which clinical forms can I add custom field? =
You can add custom fields to progress notes, treatment plans, intakes, discharges, reviews.

= Can I add them anywhere else? =

Yes, you can add custom fields to your patient info too.

= How do I add them? =

When you are looking at the form, there will be an expandable area called "Custom Field". Once expanded this will present a grid area with an Add, Edit, and Delete button. The custom fields attached to a form will be made read only when you sign the form. Similarly when you make a new version of a form it will copy the data from the previous version into the new version.

= I want to have certain fields on the forms all the time. =
[[File:Custom_Field_Config.png|400px|thumb|right|Configuration]]

No problem, under the Configuration tab -> General there is a organization wide Custom Field Editor. In this editor you can configure which custom fields appear on which forms and their names. You can also configure the add behavior:
(a) On Patient Creation - this will add the custom field to the first document, if you later delete it, it will not be added again with each new version.
(b) On New Version - this will add the custom field list to the document every time you create a new version of the document.

File:Custom Field Example.png

2014-10-25T22:42:22Z

Ryan:

File:Custom Field Config.png

2014-10-25T22:39:00Z

Ryan:

Can I import my existing data?

2014-07-16T16:14:49Z

Ryan: /* Under which user account (clinician) do my clients (patients) go? */

[[Category:FAQ]]
[[Category:TheraScribeImport]]
= Requirements to Import Data =
At this time, we are only importing data from TheraScribe 5.

== But I'm using something else! Help me please. ==
If you are not using TheraScribe 5, and instead are using another product, then please upload an export of your data from your existing EHR to the document manager tab within TherapyCharts. Then using the feedback button submit a request for import analysis. Turn around time varies in analysis but usually takes 2-4 weeks. Analysis means that the TherapyCharts tech team will tell if it is even possible to do an import and an estimated timeline and cost to do so.

= How to do it =
The TheraScribe 5 desktop based product stored your patient information in a file on your local machine. That filename ends in .MDB and is located where you choose to install it when you first installed TheraScribe 5. Common locations include in your Documents folder.

When the TheraScribe 5 import tool is available for your account, it will be located under the Configuration -> Document -> Import section. From there you will be able to open an upload tool which will allow you to select the .MDB file from your local filesystem. Once you select the MDB file, you can upload it to the system and our import tool will process it.

= What is imported? =
In TheraScribe 5, there is a left navigation area containing primary and secondary links. The data from the first two primary links will be imported. Those areas are titled: Personal Data, and Assessment. The functionality to import Personal Data will be released first, and the Assessment import functionality will come a number of weeks after.

Personal Data contains the following sub-sections: Demographics, Provider, Insurance, General Notes, HIPAA
Assessments contains the following sub-sections: Psychosocial History, Strengths / Weaknesses, Assessments Given, Mental Status, Recovery, Summary.

The fields in each of these sub-sections will be imported into the analogous fields in TherapyCharts, spread across primarily the Patient Info, Intake, Documents, and Treatment Plans tabs.

The time between .MDB file upload and import may be 1-2 weeks.

= Under which user account (clinician) do my clients (patients) go? =

When the importer runs, it will place each client-patient into the owning user-clinician as found in the TheraScribe database. To determine a match between the TheraScribe user and the TherapyCharts user the importer looks at the email address in both. A match occurs <i>only if both emails are identical</i>. For any non-match, the import will first creates TherapyCharts clinician user accounts for all users found in the TheraScribe database (that are not already created in TherapyCharts). This accounts are marked as special imported accounts and are set as non-billable. Then the clients-patients will be imported. Please be sure you have set an email address for all your TheraScribe users that match the corresponding TherapyCharts user you wish to have the clients-patients imported under. Failure to do so will result in those clients-patients being imported separately and you having assign them to a primary therapist by hand.

= What about my Treatment Plan and Progress Notes? =
Those are imported too. Because there are differences between TheraScribe and TherapyCharts there are differences in how they look on the screen. Our team may revisit importing additional information in the summer based on the feedback from the TherapyCharts customers who have used the MDB import feature.
= Where can I get more technical details? =
This [http://tc.therapycharts.com/tutorials/Therascribe2TherapyCharts.pdf TS5 Import Guide] contains more technical details on how fields are mapped between the two software packages. Please send a feedback message or a contact us request to the Customer Service Representatives if you have additional questions.

Approve new users

2014-02-28T14:38:47Z

Ryan: /* How to approve users in the system */

= Why your account needs approval / Why am I seeing this message? =

The data within an organization is encrypted on various keys. When a new account is created within an organization it does not have the keys needed to access the data. An existing account needs to give a copy of the keys to the new account. This occurs when the existing account "approves" the new account.

== Why can't the customer service representative just get me access? ==
In order to protect patient privacy, even the TherapyCharts CSR staff do not have access to those keys so the CSR staff cannot approve an account. Only an existing user within your organization has access to those keys, so only they can give you a copy.

= How to approve users in the system =

# login to the system with the existing account (note: this account MUST have access to the configuration -> user manager tab in order to approve new accounts)
# click configuration from the upper right hand corner
# click on user management from the second navigation row, last item
# scroll to the user table and find the name(s) you want to approve for access (i.e. give that new account a copy of the keys needed to access the data)
# click once on the name to highlight it in blue
# click the button approve user which is shown as a person in a blue shirt with a green arrow.
# You can verify that it was successful in the column marked approved which will change from false to true.

What type of encryption, cipher, and key size do you us?

2014-01-24T22:00:10Z

Ryan: Created page with "Category:FAQ TherapyCharts holds data compliant with HIPAA and processed according to various best practices and standards issued by the National Institute of Standards an..."

[[Category:FAQ]]
TherapyCharts holds data compliant with HIPAA and processed according to various best practices and standards issued by the National Institute of Standards and Technology of the United States (NIST). In terms of symmetric ciphers we use the Advance Encryption Standard (AES) as defined in FIPS 197. We use 256-bit keys. For public/private key ciphers we use RSA and DSA and 4096 or 2048 bit keys depending on the situation. Different software handles the encryption at different points but in all cases the encryption is handled by standard library implementations of the ciphers on the respective platforms. At the transport layer when the data is moving from your computers to our servers is handed by the web browser using the HTTPS standard. At the application layer encryption is handled by the TherapyChart application software using standard libraries. At the database layer encryption is handled by the Database Management System itself. And finally at the storage layer encryption is handled by the OS's encrypted filesystem implementation.

Template:Key press/core

2014-01-21T01:21:49Z

Ryan: Created page with '<kbd class="keyboard-key nowrap" style="border: 1px solid #aaa; {{border-radius|2px}} {{box-shadow|1px|2px|2px|#ddd}} background-color: #f9f9f9; {{linear-gradient|top|#eee, #f9f9…'

<kbd class="keyboard-key nowrap" style="border: 1px solid #aaa; {{border-radius|2px}} {{box-shadow|1px|2px|2px|#ddd}} background-color: #f9f9f9; {{linear-gradient|top|#eee, #f9f9f9, #eee}} padding: 1px 3px; font-family: inherit; font-size: 0.85em;">{{#switch:{{lc:{{{1}}}}}
| shift lock key = {{Unicode|⇪}}
| shift lock = {{Unicode|⇪}} Shift Lock
| [[shift lock]] = {{Unicode|⇪}} [[Shift Lock]]
| level 2 lock key = {{Unicode|⇫}}
| second level lock | 2nd level lock | l2 lock
| level 2 lock = {{Unicode|⇫}} Level 2 Lock
| caps lock key = {{Unicode|⇬}}
| capitals lock
| caps lock = {{Unicode|⇬}} Caps Lock
| [[caps lock]] = {{Unicode|⇬}} [[Caps Lock]]
| num lock key = {{Unicode|⇭}}
| numeric lock = {{Unicode|⇭}} Numeric Lock
| num lock = Num {{Unicode|⇩}}
| third level lock | 3rd level lock | l3 lock
| level 3 lock = {{Unicode|⇯}} Level 3 Lock
| lock key | general lock key = {{Unicode|⇩}}
| generalized lock | generalised lock
| lock | general lock = {{Unicode|⇩}} Lock
| group lock key = {{Unicode|⇰}}
| group lock = {{Unicode|⇰}} Group Lock
| scroll lock key = {{Unicode|⇳}}
| scrolling
| scrolling lock = {{Unicode|⇳}} Scroll Lock
| scroll lock = Scroll {{Unicode|⇩}}
| pause key = {{Unicode|⎉}}
| pause = {{Unicode|⎉}} Pause
| break key = {{Unicode|⎊}}
| break = {{Unicode|⎊}} Break


| shift key | level 2 key = {{Unicode|⇧}}
| second level | 2nd level
| level 2 select | level 2 selector
| level 2 = {{Unicode|⇧}} Level 2
| shift = {{Unicode|⇧}} Shift
| [[shift key|shift]] = {{Unicode|⇧}} [[Shift key|Shift]]
| level 3 key = {{Unicode|⇮}}
| third level | 3rd level
| level 3 select | level 3 selector
| level 3 = {{Unicode|⇮}} Level 3
| group key | altgr key = {{Unicode|⇨}}
| alternate graphic | alt graph | alt graphic | alt grill
| alt car | alt char | right alt | ralt
| alt group | alternate group
| altgr = AltGr
| [[altgr key|altgr]] = [[AltGr key|AltGr]]
| altgroup = {{Unicode|⇨}} AltGr
| [[altgr key|altgroup]] = {{Unicode|⇨}} [[AltGr key|AltGr]]
| group select | group selector
| group = {{Unicode|⇨}} [[AltGr key|Group]]

| enter key = {{Unicode|⌅}}
| enter = {{Unicode|⌅}} Enter
| [[enter key|enter]] = {{Unicode|⌅}} [[Enter key|Enter]]
| return key = {{Unicode|⏎}}
| return = {{Unicode|⏎}} Return
| [[return key|return]] = {{Unicode|⏎}} [[Return key|Return]]
| -return key = {{Unicode|↵}}
| -return = {{Unicode|↵}} Return
| [[return key|-return]] = {{Unicode|↵}} [[Return key|Return]]
| submit key | send key = {{Unicode|⎆}}
| submit = {{Unicode|⎆}} submit
| send = {{Unicode|⎆}} send

| opt key | option key = {{Unicode|⌥}}
| opt = {{Unicode|⌥}} Opt
| [[opt key|opt]]
| [[option key|opt]] = {{Unicode|⌥}} [[Option key|Opt]]
| option = {{Unicode|⌥}} Option
| [[option key]]
| [[opt key|option]]
| [[option key|option]] = {{Unicode|⌥}} [[Option key|Option]]
| alt key | alternate key = {{Unicode|⎇}}
| alternate | left alt | lalt
| alt = {{Unicode|⎇}} Alt
| [[alternate key|alt]]
| [[alt key|alt]] = {{Unicode|⎇}} [[Alt key|Alt]]

| greek = [[Space-cadet keyboard|Greek]]
| top = [[Space-cadet keyboard|Top]]
| super key = {{Unicode|❖}}
| super = {{Unicode|❖}} [[Space-cadet keyboard|Super]]
| hyper key = {{Unicode|✦}}
| hyper = {{Unicode|✦}} [[Space-cadet keyboard|Hyper]]
| repeat = [[Space-cadet keyboard|Repeat]]
| code key = {{Unicode|⌃}}
| code = {{Unicode|⌃}} [[MSX|Code]]
| graph key = {{Unicode|⎇}}
| graph = {{Unicode|⎇}} [[MSX|Graph]]
| meta key = {{Unicode|◆}}
| meta = {{Unicode|◆}} Meta

| function = Function
| [[fn key|function]]
| [[function key|function]] = [[Function key|Function]]
| fn = Fn
| [[fn key|fn]] = [[Fn key|Fn]]

| tab key | tabulator key = {{Unicode|↹}}
| tabulator | htab | horizontal tab | horizontal tabulator
| tab = Tab {{Unicode|↹}}
| [[tab key|tab]] = [[Tab key|Tab]] {{Unicode|↹}}
| right tab key = {{Unicode|⇥}}
| right tab = Tab {{Unicode|⇥}}
| left tab key = {{Unicode|⇤}}
| shift tab
| left tab = {{Unicode|⇤}} Tab

| backspace key | erase key = {{Unicode|⌫}}
| backwards erase | erase = {{Unicode|⌫}} Erase
| backspace = {{Unicode|⌫}} Backspace
| [[backspace]] = {{Unicode|⌫}} [[Backspace]]
| del key | delete key = {{Unicode|⌦}}
| del = {{Unicode|⌦}} Del
| delete = {{Unicode|⌦}} Delete
| [[delete]] = {{Unicode|⌦}} [[Delete]]
| ins key = {{Unicode|⌤}}
| ins = {{Unicode|⌤}} Ins
| insert key = {{Unicode|⎀}}
| insert = {{Unicode|⎀}} Insert
| clear input key = {{Unicode|⌧}}
| clear input = {{Unicode|⌧}} Clear

| esc key | escape key = {{Unicode|⎋}}
| esc = {{Unicode|⎋}} Esc
| escape = {{Unicode|⎋}} Escape
| [[escape key|esc]] = {{Unicode|⎋}} [[Escape key|Esc]]
| [[escape key|escape]] = {{Unicode|⎋}} [[Escape key|Escape]]


| ctrl key | control key = {{Unicode|^}}
| ctrl = {{Unicode|^}} Ctrl
| [[ctrl key|ctrl]]
| [[control key|ctrl]] = {{Unicode|^}} [[Control key|Ctrl]]
| control = {{Unicode|^}} Control
| [[ctrl key|control]]
| [[ctrl key|control]] = {{Unicode|^}} [[Control key|Control]]
| ^ctrl key | ^control key = {{Unicode|^}}
| ^ctrl = {{Unicode|^}} Ctrl
| ^control = {{Unicode|^}} Control
| [[control key|^ctrl]] = {{Unicode|^}} [[Control key|Ctrl]]
| [[ctrl key|^control]] = {{Unicode|^}} [[Control key|Control]]

| cmd key | command key
| win key | windows key
| os key | vendor key = {{Unicode|⌘}}
| cmd = {{Unicode|⌘}} Cmd
| [[cmd key|cmd]]
| [[command key|cmd]] = {{Unicode|⌘}} [[Command key|Cmd]]
| command = {{Unicode|⌘}} Command
| [[cmd key|command]]
| [[command key|command]] = {{Unicode|⌘}} [[Command key|Command]]
| windows
| win = {{Unicode|⌘}} Win
| [[win key|win]]
| [[windows key|win]] = {{Unicode|⌘}} [[Windows key|Win]]

| menu key = {{Unicode|≣}}
| menu = {{Unicode|≣}} Menu
| [[menu key|menu]] = {{Unicode|≣}} [[Menu key|Menu]]

| cmp key | compose key = {{Unicode|⎄}}
| cmp = {{Unicode|⎄}} Cmp
| [[compose key|cmp]] = {{Unicode|⎄}} [[compose key|Cmp]]
| compose = {{Unicode|⎄}} Compose
| [[compose key|compose]] = {{Unicode|⎄}} [[Compose key|Compose]]

| .up key = {{Unicode|⇡}}
| .up = {{Unicode|⇡}} Up
| up = {{Unicode|↑}}
| up key = {{Unicode|↑}} Up
| up arrow = {{Unicode|↑}} Up Arrow
| move up = {{Unicode|↑}} Move Up
| [[arrow keys|up]] = [[Arrow keys|↑]]
| .down key = {{Unicode|⇣}}
| .down = {{Unicode|⇣}} Down
| down = {{Unicode|↓}}
| down key = {{Unicode|↓}} Down
| down arrow = {{Unicode|↓}} Down Arrow
| move down = {{Unicode|↓}} Move Down
| [[arrow keys|down]] = [[Arrow keys|↓]]
| .left key = {{Unicode|⇠}}
| .left = {{Unicode|⇠}} Left
| left | <- = {{Unicode|←}}
| left key = {{Unicode|←}} Left
| left arrow = {{Unicode|←}} Left Arrow
| move left = {{Unicode|←}} Move LEft
| [[arrow keys|left]] = [[Arrow keys|←]]
| .right key = {{Unicode|⇢}}
| .right = {{Unicode|⇢}} Right
| right | -> = {{Unicode|→}}
| right key = {{Unicode|→}} Right
| right arrow = {{Unicode|→}} Right Arrow
| move right = {{Unicode|→}} Move Right
| [[arrow keys|right]] = [[Arrow keys|→]]
| north west | north-west | nw
| top-left | top left = {{Unicode|↖}}
| south east | south-east | se
| bottom-right | bottom right = {{Unicode|↘}}
| north east | north-east | ne
| top-right | top right = {{Unicode|↗}}
| south west | south-west | sw
| bottom-left | bottom left = {{Unicode|↙}}

| pos1 key | start key
| home key = {{Unicode|⇱}}
| pos1 | start
| home = {{Unicode|⇱}} Home
| [[home key|home]] = {{Unicode|⇱}} [[Home key|Home]]
| end key = {{Unicode|⇲}}
| end = {{Unicode|⇲}} End
| [[end key|end]] = {{Unicode|⇲}} [[End key|End]]
| line start = {{Unicode|⇤}}
| line end = {{Unicode|⇥}}
| page start | top = {{Unicode|⤒}}
| page end | bottom = {{Unicode|⤓}}

| pgup key | page up key = {{Unicode|⇞}}
| page up = {{Unicode|⇞}} Page Up
| pgup | pg up = {{Unicode|⇞}} PgUp
| [[page up]] = {{Unicode|⇞}} [[Page Up and Page Down keys|Page Up]]
| [[pgup]] | [[pg up]] = {{Unicode|⇞}} [[Page Up and Page Down keys|PgUp]]
| pgdn key | page down key = {{Unicode|⇟}}
| page down = {{Unicode|⇟}} Page Down
| pgdn | pgdown | pg down = {{Unicode|⇟}} PgDn
| [[page down]] = {{Unicode|⇟}} [[Page Up and Page Down keys|Page Down]]
| [[pgdn]] | [[pgdown]] | [[pg down]] = {{Unicode|⇟}} [[Page Up and Page Down keys|PgDn]]
| prev page key | left page key = {{Unicode|⎗}}
| left page | prev page = {{Unicode|⎗}} Prev. Page
| previous page = {{Unicode|⎗}} Previous Page
| next page key | right page key = {{Unicode|⎘}}
| right page | next page = {{Unicode|⎘}} Next Page

| prtscr key | prt scr key | prtsc key | prt sc key
| print key = {{Unicode|⎙}}
| prtscr | prt scr | prtsc | prt sc = {{Unicode|⎙}} PrtScr
| print screen = {{Unicode|⎙}} Print Screen
| print = {{Unicode|⎙}} Print
| clrscr key | clr scr key | cls key | clr sc key
| clear screen key | clear key = {{Unicode|⎚}}
| clrscr | clr scr | cls | clr sc = {{Unicode|⎚}} ClrScr
| clear screen = {{Unicode|⎚}} Clear Screen
| clear = {{Unicode|⎚}} Clear

| play key | playback key
| scroll right key = {{Unicode|▶}}
| play | playback | start playback = {{Unicode|▶}} Play
| scroll right = {{Unicode|▶}} Scroll Right
| play reverse key | reverse key
| scroll left key = {{Unicode|◀}}
| play reverse | reverse = {{Unicode|◀}} Reverse
| scroll left = {{Unicode|◀}} Scroll Left
| play/pause key = {{Unicode|⏯}}
| play/pause | play pause = {{Unicode|⏯}} Play/Pause
| pause key = {{Unicode|‖}}
| pause | pause playback = {{Unicode|‖}} Pause
| stop key = {{Unicode|■}} 
| stop = {{Unicode|■}} Stop
| eject key = {{Unicode|⏏}}
| eject = {{Unicode|⏏}} Eject
| record key = {{Unicode|●}}
| record = {{Unicode|●}} Record 
| skip key | fwd key | forward key = {{Unicode|⏭}}
| forward = {{Unicode|⏭}} Forward
| fwd = {{Unicode|⏭}} Fwd
| skip
| skip forward = {{Unicode|⏭}} Skip
| skip back key = {{Unicode|⏮}}
| skip back | skip backward = {{Unicode|⏮}} Skip Back
| backward key = {{Unicode|⏪}}
| backward | backwards = {{Unicode|⏪}} Backward
| rewind key = {{Unicode|⏪}}
| rewind = {{Unicode|⏪}}
| fast forward key | ffwd key = {{Unicode|⏩}}
| fast forward = {{Unicode|⏩}} Fast Forward
| ffwd = {{Unicode|⏩}} FFwd
| downward key | downwards key = {{Unicode|⏬}}
| downward | downwards = {{Unicode|⏬}} Downward
| skip down key | scroll down key = {{Unicode|🔽}}
| skip down = {{Unicode|🔽}} Skip Down
| scroll down = {{Unicode|🔽}} Scroll Down
| upward key | upwards key = {{Unicode|⏫}}
| upward | upwards = {{Unicode|⏫}} Upward
| skip up key | scroll up key = {{Unicode|🔼}}
| skip up = {{Unicode|🔼}} Skip Up
| scroll up = {{Unicode|🔼}} Scroll Up

| initiator key = {{Unicode|✲}}
| initiator = {{Unicode|✲}} Initiator
| terminator key = {{Unicode|⌗}}
| terminator = {{Unicode|⌗}} Terminator
| times key = ×
| times = × Times
| divide key = ÷
| divide = ÷ Divide

| asterisk | star
| * = <nowiki>*</nowiki>
| hash | hash sign | pound | pound sign
| # = <nowiki>#</nowiki>
| [[#]] = [[Number sign|#]]
| colon
| : = <nowiki>:</nowiki>
| [[:]] = [[Colon (punctuation)|:]]
| pipe symbol | vertical bar
| pipe = <nowiki>|</nowiki>
| [[|]] = [[Pipe symbol|{{!}}]]
| semicolon = <nowiki>;</nowiki>
| equals = <nowiki>=</nowiki>

| l-up
| l up = L↑
| l-down
| l down = L↓
| l-left
| l left = L←
| l-right
| l right = L→
| l-ne
| l ne = L↗
| l-se
| l se = L↘
| l-nw
| l nw = L↖
| l-sw
| l sw = L↙

| r-up
| r up = R↑
| r-down
| r down = R↓
| r-left
| r left = R←
| r-right
| r right = R→
| r-ne
| r ne = R↗
| r-se
| r se = R↘
| r-nw
| r nw = R↖
| r-sw
| r sw = R↙

| c-up
| c up = C↑
| c-down
| c down = C↓
| c-left
| c left = C←
| c-right
| c right = C→
| c-ne
| c ne = C↗
| c-se
| c se = C↘
| c-nw
| c nw = C↖
| c-sw
| c sw = C↙

| ps x
| ex = {{unicode|×}}
| ps c
| circle = {{unicode|○}}
| ps s
| square = {{unicode|□}}
| ps t
| triangle = {{unicode|△}}

| #default = {{{1}}}
}}</kbd><noinclude>

{{documentation}}

</noinclude>

Template:Key press

2014-01-21T01:18:05Z

Ryan: Created page with '{{key press/core|{{{1|}}}}}{{#if:{{{2|}}}|{{{chain first|{{{chain|+}}}}}}{{key press/core|{{{2}}}}}}}{{#if:{{{3|}}}|{{{chain second|{{{chain|+}}}}}}{{key press/co…'

{{key press/core|{{{1|}}}}}{{#if:{{{2|}}}|{{{chain first|{{{chain|+}}}}}}{{key press/core|{{{2}}}}}}}{{#if:{{{3|}}}|{{{chain second|{{{chain|+}}}}}}{{key press/core|{{{3}}}}}}}{{#if:{{{4|}}}|{{{chain third|{{{chain|+}}}}}}{{key press/core|{{{4}}}}}}}{{#if:{{{5|}}}|{{{chain fourth|{{{chain|+}}}}}}{{key press/core|{{{5}}}}}}}{{#if:{{{6|}}}|{{{chain|+}}}{{key press/core|{{{6}}}}}}}{{#if:{{{7|}}}|{{{chain|+}}}{{key press/core|{{{7}}}}}}}{{#if:{{{8|}}}|{{{chain|+}}}{{key press/core|{{{8}}}}}}}{{#if:{{{9|}}}|{{{chain|+}}}{{key press/core|{{{9}}}}}}}{{#if:{{{10|}}}|{{{chain|+}}}{{key press/core|{{{10}}}}}}}{{#if:{{{11|}}}|[[Category:Wikipedia keypress template parameter needs fixing]]}}<noinclude>
{{documentation}}

</noinclude>

test

2014-01-21T01:17:02Z

User:Ryan

2013-12-01T21:32:20Z

Ryan:

Customer Service Representative

What if I die or become incapacitated?

2013-04-23T15:12:12Z

Ryan:

[[Category:FAQ]]
[[Category:Leaving]]
[[Category:Legal]]

In a group practice, if you have permissions set up broadly, the other members of your group will be able to take over management of your caseload automatically. If the permissions are narrow, then your group practice will have to present us with the correct documentation and we can change the permissions administratively to allow them access.

If you are in a solo practice, then before something happens you should designate a trusted third party, such as a local estate attorney, to be the keeper of your username and password. Give that attorney directions on what to do with your account in the event of your death or incapacitation. As a simpler option, under configuration we will also record information regarding whom to release your records to under our configuration settings. To access this click on configuration (in the upper right corner) and fill out the field in continuity of records.

How do you print a record or a particular progress note and treatment plan?

2013-04-23T15:09:40Z

Ryan: /* Print all documents for a single patient */

[[Category:Tutorials]]
[[Category:FAQ]]
[[Category:Printing]]
[[Category:Treatment Plans]]
[[Category:ProgressNote]]

<br style="clear: both" />
= Print a single document =
[[File:Screenshot-TherapyCharts_-_Notes.png|200px|thumb|left|Print and Previous/Next Note Button Locations]]
You can print a single piece of clinical documentation while looking at the document by clicking the "Print" icon. The Print icon is shown in the icon bar just under the top tab bar.

<br style="clear: both" />
= Print all documents for a single patient =
You can also print all the records for a given patient with the Print All icon located under the Patient Info tab. This process may take a few moments to complete.

How do I update objectives?

2013-04-23T15:06:50Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

Objective progress can be updated by clicking on the number that appears in the progress column. You can change this number to reflect progress where 0 shows no improvement and 100 shows that the objective has been completed. To create new objectives, change the related problem, or to modify the target date you must edit the treatment plan.

How do I sign my progress note

2013-04-23T15:06:43Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

TherapyCharts allows mental health workers to sign various documents using a signing pin. This signing pin helps ensure the authenticity, integrity, and security of the electronic signature.

But, don’t I have to sign my name in a graphic form?
No. Electronic signatures are governed by two primary laws. The federal Electronic Signatures in Global and National Commerce Act (E-Sign) was signed into law on June 30, 2000 and became effective, at least for the most part, on October 20, 2000. On October 16, 2000, Michigan enacted the Uniform Electronic Transactions Act (UETA), which is based on a uniform act promulgated by the National Conference of Commissioners on Uniform State Laws (NCCUSL). UETA is also adopted in 47 other states. Both laws were intended to smooth the way for conducting business electronically by giving validity to electronic records and signatures.

Both E-Sign and UETA provide that an electronic record may be used to satisfy a record retention requirement that is imposed under another law, (such as HIPAA) so long as the electronic record accurately sets forth the information in the record and remains accessible to all persons who are entitled to access the record. As long as the accuracy and accessibility requirements are met, a law requiring that a record be retained in original form may be satisfied by retaining the electronic record.

How do I set a target date?

2013-04-23T15:06:36Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

Click on the date column to open the field for editing. When the cursor appears, you may either enter a date manually or select a date from the drop down calendar. Once you have selected a date click the update button to save. The objectives will dictate how much time is needed to complete the assigned task. Using our example cases: Jane learning the penal code may only take one week, but going two consecutive weeks without demonstrating her problem behavior will take considerably more time. Similarly, teaching John relaxation strategies follows a training manual process and may take up to one month meeting once per week, whereas scheduling events may be something that can be completed in one session.

How do I save my progress note?

2013-04-23T15:06:29Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

If you believe that you will want to modify the note you simply click “save draft.” You may edit progress notes that are saved as drafts. If the note is complete you would click “sign and save” enter your electronic signing pin in the dialog box and click submit. Once a note is signed it may not be edited. If changes are needed click “new” in the upper left hand corner to get a copy of the old progress note than you can make any changes and document the addendum.

How do I review old treatment plans?

2013-04-23T15:06:21Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

You can review old treatment plan by using the blue arrows from the right hand side of the icon menu to scroll through previous versions. Alternatively, if you know the date of the treatment plan that you are interested in reviewing you can select it by date from the history tab.

How do I remove a symptom?

2013-04-23T15:06:14Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

To remove a symptom, click on the “remove symptom” button which appears on the left side of the screen, shown as a red circle with a white minus sign.

How do I remove a problem?

2013-04-23T15:06:08Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

To remove a problem, click on the “remove problem” button which appears on the left side of the screen, shown as a red circle with a white minus sign.

How do I rate progress?

2013-04-23T15:05:55Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

Progress is rated on a 1 - 100 point scale similar to that of a GAF. In the case of some objectives, progress may be simply solving a mathematical equation. Using our previous examples, Jane will not set fire for two consecutive weeks, if she has not set fire for one week the goal would be 50% completed. If she has set a fire after three days then the goal is only 3/14 = 21% completed. For others, John will learn relaxation strategies, the clinician must use both their assessment of the amount of material covered and cognitive processing to represent how well the client is doing.

How do I load a template into a patient file?

2013-04-23T15:05:46Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

Once you have templates entered into the system you can select a template to add to your patient’s file by clicking on the “add template” button which is a green arrow to the right of center in the icon menu.

How do I create a template?

2013-04-23T15:05:40Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

To create a template you would enter all the information that you want to appear on the template into the treatment plan form. Most clinicians will base these plans on specific DSM codes and will load symptoms, goal statements, objectives, and the diagnostic code. Once the data is entered click on the “save template” button which is a red octagon in the middle of the icon menu. This will open a dialogue box allowing you to give the template a name and assigning it to a folder.

How do I change the associated problem?

2013-04-23T15:05:25Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

Simply click on the associated problem and a list of all your entered problems will appear on a drop down menu. Select the problem most closely associated with this particular objective and save the changes by clicking the update button.

How do I assign a patient to a therapist?

2013-04-23T15:05:18Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

On the patient tab, there is a therapist drop-down that shows all clinicians in your organization. If you are a solo practitioner, then your name will automatically appear here. This drop-down requires permission to access and it is possible that you may need to talk to your clinic director for permission to transfer ownership of patients to other clinicians.

How do I assign a DSM Axis?

2013-04-23T15:05:12Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

Once you have added a diagnosis, you can click on the word “none” that appears in the Axis column and select the appropriate Axis from the drop down menu. Click “update” to save your changes when you are done editing the diagnosis.

How do I add patients?

2013-04-23T15:05:05Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

Click on the patient list tab on the top right of the screen. On the top left of the patient list, there is a button that reads "Add Patient." If you click that, you will get a blank patient information tab to complete. Once you click "Submit and Save," the new patient will appear on the patient list.

How do I add a new problem?

2013-04-23T15:04:56Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

To add a new problem, click on the “add problem” button which appears on the left side of the screen, shown as a green circle with a white plus sign.

How do I add a new symptom?

2013-04-23T15:04:50Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

To add a symptom, click on the “new symptom” button which appears on the left side of the screen, shown as a green circle with a white plus sign.

How do I add a new objective?

2013-04-23T15:04:44Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

To add a new objective, click on the “add objective” button which appears on the left side of the screen, shown as a green circle with a white plus sign. You can then enter text in the first field titled measurable objective. Select the problem or goal that the objective relates to from the drop down list. You can also specify a target date for completion either by typing in a date or by using the drop down calendar system. Once you have the data complete, you click update to save all the information.

How do I add a new diagnosis?

2013-04-23T15:04:39Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

To add a diagnosis, click on the “new diagnosis” button which appears on the left side of the screen, shown as a green circle with a white plus sign.

How do I access my previous progress notes?

2013-04-23T15:04:30Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

Once a note is signed-and-saved it appears as a previous version. There are two ways to access the previous versions.

= First Approach =
After selecting the patient you want click the History tab. In the history tab you will see a list of all previously signed-and-saved versions of all your clinical documents. Clicking the icon in the row will load the particular version.

= Second Approach=
When looking at the current progress note there are four buttons to the right side of the icon bar (which is the bar just below the tabs Progress Note, Treatmen Plan, etc at the top of the web browser window). The four button are also located just to the right of the current patient name which is also shown in the icon bar. The four buttons are left to right:
goto first note
goto previous note
goto next note
goto last note
So if you can imagine a stack of paper with version 5 of a progress note on the top clicking the previous note button will take you to version 4 or the one under it.

Why should I complete Client Strengths/Weaknesses, Preferences, and Statement of Needs?

2013-04-23T15:02:07Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

Addressing individual and family concerns in describing goals and objectives, as well as the services and supports needed to enhance resiliency and achieve recovery, is essential. Creating plans that are meaningful and relevant — and at the same time meet the administrative and regulatory obligations while supporting the documentation of medical necessity required for billable services — gives providers an opportunity to demonstrate their commitment to the vision of recovery and wellness. At the same time, this assures that services are individualized, person-centered and driven by individual choice and preference.

Why should I assess client compliance?

2013-04-23T15:01:58Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

Some clinicians like to measure whether the client is adhering to the changes discussed in therapy, complete homework assignments, or in general make efforts towards improving their mental health. When a patient is non-compliant documenting their lack of effort, discussing it with the patient, and noting any concerns in the progress or process note provides a clear documentation trail for patients who may deteriorate, need referrals to higher levels of care, or transfer to another therapist who may able to develop a better rapport and compliance levels.

Why is there contact information for the primary care physician?

2013-04-23T15:01:50Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

Research suggests that coordination of care between health care providers increases a patient’s adherence to all treatments. For this reason, we believe that clinicians should be talking with their patients’ primary care physicians, including this contact form as a method of collecting the data necessary to do so. As with any of the features in our site, if you do not collect this information you may leave the form blank and keep it collapsed by selecting the minus button on the form to close it.

Why is there a section for government ID? What should I put there?

2013-04-23T15:01:42Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

TherapyCharts works hard to keep up to date with new federal rules like the FTC Red Flag rules (http://www.ftc.gov/bcp/edu/pubs/articles/art11.shtm), and this sometimes means we add mandatory fields designed to help clinicians follow laws they may not be aware of. If you ever allow patients to delay payment of co-pays, deductibles, or private pay rates you actually classify as a creditor and must verify identity using a government ID. If you never allow someone to delay payment then this field does not apply to you and you can enter a “case number” for your clinic or a placeholder. Whenever a clinician must complete a form with “dummy” data we recommend to use a string of zeros in this case 000-00-0000.

Why is there a name field?

2013-04-23T15:01:07Z

Ryan:

[[Category:FAQ]]
[[Category:Intake]]

Some of our clinicians work with couples, families as a whole, or other organizations like family owned businesses. The name field allows them to have one chart with multiple intakes to collect the history of each individual.

Why do you have contact information for a referral source?

2013-04-23T15:01:01Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

Our members have alerted us that they prefer to track where referrals are coming from in an effort to maintain positive working relationships with various members of their community. This field allows them to collect information for contacting referral sources and maintain awareness of how patients learn of their services.

Why are there required fields? I don't require these in my practice.

2013-04-23T15:00:54Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

While TherapyCharts can be used by anyone, we originally designed the system for small or solo private pay practices. We've tried to keep the required fields to a minimum to satisfy legal, ethical, and procedural best practices. Therefore, the field is required by either a law, ethical requirements, or best practices. If you think your practice falls into some exception, you could use the field to collect individualized data. We hope you see this not as an inconvenience but as a strength of TherapyCharts -- helping mental health workers stay up-to-date with the legal, ethical, and other best practices.

Why are there additional contacts?

2013-04-23T15:00:47Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

Additional contacts are useful for establishing a call in case of emergency contact. For example, in the case of minors, collecting emergency data on their parents. We have included two additional contacts for clinicians who wish to collect both, as in the case of expanded families where there may be more than one household of caregivers for the patient.

Where should I record risk assessments?

2013-04-23T14:57:46Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

=Suicidal/Homicidal risk assessment=
If a patient is actively suicidal or homicidal, you should check the appropriate box. This will open a second box where you may document the actions you have taken to ensure the patient’s or their target’s safety. While the box appears limited in space, this like many of our fields is expandable and will allow you to enter as much information as you need to document any consultation with others, supervision obtained, behavioral safety plans, referrals to other agencies, or hospitalization.

=The current risk assessment=
Some of our clinicians noted that there are other risks than just suicidality and homicidality that they wished to track in an easy format. If your client is at risk for engaging in any maladaptive behaviors you may use this field to track them. Some examples include drug use for patients seeking sobriety, purging for patients with bulimia, non-fatal self harm, etc.

When would a patient be locked, what does this mean?

2013-04-23T14:57:39Z

Ryan:

[[Category:FAQ]]
[[Category:Patient Demographics]]

The locked field allows a clinician to prevent any actions being taken with a particular patient chart. This may be used to prevent inactive patients from being modified. It also can be helpful in preventing support staff from scheduling patients who the clinician may have terminated with or who are carrying a balance that exceeds a clinic policy or care contract.

When should I complete a review?

2013-04-23T14:57:32Z

Ryan:

[[Category:FAQ]]
[[Category:Review]]

All clinics have their own procedures regarding reviews. Most clinicians will review at least once a year to ensure that the therapy is still progressing. Some insurance providers and other licensing boards require that reviews are done more frequently.

When I go to write a progress note, the symptom list (given with the treatment plan) does not generate in the progress note. Rather it is blank. What is wrong?

2013-04-23T14:57:23Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

The symptom list is populate to the progress note from the most recent signed and save treatment plan at the moment "New" progress note button is pressed. Most likely you have not signed-and-saved your treatment plan.

What should I record in medication compliance tracking?

2013-04-23T14:56:48Z

Ryan:

[[Category:FAQ]]
[[Category:ProgressNote]]

This will depend on what is happening with your patient. Each of the options are discussed below:
=Compliance:=
This should be checked if the patient is being prescribed medication and reports that they are taking it as prescribed routinely.
=Noncompliance=
This should be checked if the patient is being prescribed medication and reports that they are not taking as prescribed. This may be someone who has self adjusted the time that they are taking it, have self adjusted the dose, or has discontinued a medication wihtout medical advice. It is usually advisable if any of these exist to document it in the progress note field and make a referral to contact the psychiatrist or prescribing PCP.
=Side Effects=
This is checked if the patient reports the presence of any side effects related to taking the medication. It is usually advisable to record the specifics of the side effects in the progress note and a referral to contact the psychiatrist.
=Instructed to Contact a Psychiatrist=
This is checked when you make a referral to a psychiatrist for an initial evaluation, medication review, side effects, or medical noncompliance.
=N/A=
This is checked when the patient is not prescribed any medication.

What is the symptom name?

2013-04-23T14:56:34Z

Ryan:

[[Category:FAQ]]
[[Category:Treatment Plans]]

The symptom name field is designed to hold a brief description of the symptom, we recommend using DSM style language: “depressed mood” or “difficulty sustaining attention”. This data can be entered by hand to build a database of symptom terms that you commonly use in your practice.