Updated To-Do List Items

Updated To-Do List Items

The To-Do list has moved from within the Settings dropdown into the main navigation bar. We've also added several new features to the to-do list including Surveys to Review, Supervisee Review, and Missing Dx Codes. 

Surveys to Review

Surveys that are completed by your clients will now populate in the "Surveys to Review" tab. You can easily click the "Review" button to have the survey results pop up for review. Once you've reviewed the survey responses, you can click "Mark as Reviewed" to remove it from the tab. 

Supervisee Review

The "Supervisee Review" tab streamlines how supervisors are able to manage the review of their supervisees' notes. Please see the following article for further instructions on how to use this new feature: 

Missing Dx Codes

The system will now run a live report of all active clients to help you easily figure out which clients do not have diagnosis codes input into their profiles. Within this list, you can click on "Add Diagnosis Code" to quickly add codes in the pop-up that generates. This will then remove the client from this list. If there are clients who do not require diagnosis codes, you can click on the "Dismiss" button to remove them from the list as well. 



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