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Category: Treatment

Patient Delay

This area allows you to record when a patient is unavailable to interact with your service for a certain amount of time. If the referral is within the date range of the delay added, an alert on the Boarding card will be displayed.

Supervision Report

The Supervision report lists Supervision sessions that can be grouped by the Supervisor/Supervisee, Location and Type.

Referring a group of patients to an Online Provider

If your service uses Prism to refer to Online providers, Bulk Actions offers the option to refer a group of patients to an Online Provider in one go. Click the action type ‘Refer to Online Provider’, then select from the dropdown list which provider you wish to referral all these

Appointments

Booking Appointments Where there is availability, a patient appointment can be added. This option is only available when a patient has been loaded in the selection field, shown below. To add an appointment, hover over the required day, this will display availability slots for that day. To book an appointment, simply click on

My Therapists

The My Therapists area allows supervisors to view a quick summary of their supervisees. Therapists can be set as supervisors and have supervisees assigned to them via the Users area of the superuser menu. Supervision sessions can be booked and recorded in the Supervision area. Click on the number of

Non-Clinical Notes

If you want to add a note about the patient, but it is not a clinical note, you have the option to do this via the General Non-Clinical Notes area. The option to add non-clinical notes can be found in several areas of the patient tabs, and will display the

User Activity

User Activity allows users to monitor all actions against the selected referral. You can filter by any of the following: Click Search to view your results. Searches are limited to 10 records initially, then more can be loaded by selecting Click to load more results. The system records a lot

Adding a new referral for a patient

After a patient is added to the system a referral form needs to be completed to start the episode of care. If the patient has no referral, the boarding card will show the message The patient does not have any treatment episodes. Please create a treatment episode by completing the

Viewing a patient referral

To view a patient’s referral, locate their patient record then click on the Referral Data tab. You can see the information recorded within the referral form fields. There is a print option, in the top right hand corner of the tab if you need to print this information. If the

Editing a patient’s referral

To edit a patient’s referral, find the patient record and select the correct referral on the boarding card(if they have more than one). Go to the Referral Data tab and click Edit. You will be taken to the completed referral form and you can edit any of the information. Click