userdocs:how-to:ch2:enter_client_communications

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userdocs:how-to:ch2:enter_client_communications [2017/10/23 13:49] lperrymanuserdocs:how-to:ch2:enter_client_communications [2017/11/28 21:39] (current) lperryman
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 [[userdocs:how-to:ch1:patient_find|How To: Find a Patient]] [[userdocs:how-to:ch1:patient_find|How To: Find a Patient]]
  
-The patient account screen will appear.+The **patient account** screen will appear.
  
 {{ :userdocs:how-to:ch2:patient_summary_reveille_filled_in.png |}} {{ :userdocs:how-to:ch2:patient_summary_reveille_filled_in.png |}}
  
-Select the add document button from the top of the patient screen.+Select the **add document** button from the top of the patient screen.
  
 {{ :userdocs:how-to:ch2:add_document_button.png |}} {{ :userdocs:how-to:ch2:add_document_button.png |}}
  
-The Create New Medical Record Entry Screen will appear.  Select the Client Communications option on this screen and  +The **Create New Medical Record Entr**y Screen will appear.  Select the **Client Communications** option on this screen and hit OK.
-hit OK.+
  
 {{ :userdocs:how-to:ch2:client_communications.png |}} {{ :userdocs:how-to:ch2:client_communications.png |}}
  
-The Client Communications form will appear.  Complete and save when finished.+The **Client Communications form** will appear.  **Finalize** and **save** when finished.
  
 {{ :userdocs:how-to:ch2:client_communications_save.png |}} {{ :userdocs:how-to:ch2:client_communications_save.png |}}
  
-To email, save, or fax, select the corresponding button in the top right corner of the screen.+To **email, save, or fax**, select the corresponding button in the top right corner of the screen.
  
 {{ :userdocs:how-to:ch2:client_communications_finalize.png |}} {{ :userdocs:how-to:ch2:client_communications_finalize.png |}}
  
  
  • userdocs/how-to/ch2/enter_client_communications.1508766585.txt.gz
  • Last modified: 2017/10/23 13:49
  • by lperryman