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The “Intake Tab” is used to store Intake information for the Consumer. The description field is a predetermined field that is customizable in the Management module. The Note field is a text field for the Intake notes to be entered. ANYTHING ELSE??

Detail

To Add an Intake Note:The “Diagnostic Codes” tab is where you can insert codes relevant to consumers ailments.

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Detail

To Add a Diagnosis Code

  1. Click Insert

  2. Select the Description Diagnosis from the Description field drop down menu

  3. Type in Notes in the Note field

  4. Click Save

To remove an Intake Note:

  1. Right Click on the desired Note

  2. Select Remove

  3. ClickYeson the pop up box

  4. Click Save