Welcome to our video training library. Use the guides below to get interactive walkthroughs of the key features and workflows within the system. We are committed to maintaining this resource with timely updates as new features and processes become available.

General Workflow

Home Workboard- Navigate and utilize the Home workboard

Calendar- Calendar setup and appointment management 

Patient Chart

Adding a New Patient- Create and set up a new patient chart 

The Patient Chart: Contact Tab- Manage patient demographic and contact fields

The Patient Chart: Activity & Clinical Tab- Navigate clinical tracking views and logs

Patient Portal

Setting up the Patient Portal- Configure your patient portal by setting up application forms and adding helpful resources

Applying through the Patient Portal- Patients can register and complete an application in the portal

Managing Portal Applications- View and manage applications submitted by patients on the portal

Sending a Packet to the Patient's Portal- Create, send, and receive forms to the patient portal

Collecting Patient Signatures via the Portal- Patients electronically sign forms from portal

Sending Forms to Related Contacts- Share forms with patient's related contacts

Documentation

Launching a Form- Open documentation

Completing & Signing a Form- Finalize, sign, and lock entries

Pre-Screen/Intake Assessment- Collect initial patient information

Comprehensive Diagnostic Assessment- Collect patient information that helps lead to a diagnosis and level of care placement 

Creating an Initial Treatment Plan- Add problems and goals to a patient form

ASAM 4th Edition Assessment- Complete multi-dimensional ASAM assessments

Adding a Diagnosis- Enter and save diagnosis details

Master Treatment Plan- Expand on the initial treatment plan by adding objectives and interventions.

Treatment Plan Reviews- Review a patient's treatment plan through the master treatment plan form

Individual Progress Notes- Navigate DAP (Data, Assessment, Plan) style progress notes

Functional Needs Assessment- Track and complete functional assessments

Creating and Managing Groups- Set up structured groups for behavioral health programs

Group Notes- Launch a group note and correctly fill out each section of the form

Scheduling a Group Session- Create and launch a group note using a calendar appointment type

Add-ons/Integrations

Perspectives Scribe-  Use ambient listening for individual sessions