Notes

Notes & Cases - Start Here

• Case & Notes in AccuPoint Overview
• Edit Progress Note Template
• Reorganize Tabs on Cases Page

Supervise/Review Notes

• Assign Supervisor to Review Notes
• Supervisor: Review Assigned Staff Notes
• Supervisor: Review & Sign Assigned Staff Notes
• Therapist: Sign Reviewed Progress Note
• Turn On/Off Submitted Progress Note Notifications
• How do I know I have Progress Notes awaiting approval?

Notes

• Create a Progress Note
• Add Addendum to Progress Note
• Co-Sign Notes
• Edit a Progress Note
• Remove Electronic Signature from AccuPoint Documents

Manage Notes

• Download or Print All Cases and/or Notes
• Set or Edit Place of Service on Progress Note
• Hide Creation Date from Progress Notes
• Access Document Drafts

Cases

• Create Client Case
• Add Client Diagnosis
• Close a Case
• Reopen Closed Cases
• Delete a Case
• View & Restore Deleted Cases

Manage Cases

• Add Case Contact Log Notes
• View Case Contact Log
• Upload Clinical Documents to Client Case

Treatment Plans

• Add a Treatment Plan
• Set a Treatment Plan Review Reminder

Signatures

• Create & Manage your Electronic Signature
• Sign Notes & Documents