1) Client Schedule  |
If you are the therapist
(as opposed to the Administrative person), when you sign into CILe,
this is the screen you will come to automatically. This is your schedule
for today. You will build this schedule either by adding one person
at a time, or you can build it automatically from your Standing Schedule
(off of the Administrative Screen) by clicking the "Build Schedule"
button. |
| 2) Date
|
The date of the displayed schedule.
The day of the week ('Wednesday' is displayed above) is automatically
determined by the date. When you first sign into CILe, the schedule
date that is displayed is "today's' date.
|
| 3)
Date Change arrows |
Changes the displayed schedule one day
at a time up or down. |
| 4)
Display button |
To jump to a specific date, manually
change the date in the Date field and click this button.
|
| 5) Today
button |
To quickly return to today's schedule
if you have navigated to some other schedule date.
|
| 6)
Prior Notes button |
Displayes a screen with the most recent
individual notes for all of the clients scheduled for today. Also includes
the homework assignment from that sessions at the top of each client's
note.
|
| 7)
Print Day button |
Let's you print today's note. Includes
the homework assignment as well as the most recent prescription psychotropic
medications the client has been prescribed. You can also print the notes
off of the Therapy menu.
|
| 8)
Create VOS button |
Displays the "Volume of Service"
report for today's schedule. The Volume of Service is the result of
each of the appointments that were scheduled for this date on a single
sheet. Once displayed as a screen, the report can be printed.
|
| 9)
Client List button |
Displays the full listing of open clients,
plus those clients who have been entered into CILe and have not yet
been opened. This may include clients who have called and been put onto
the waiting list. Once you get there, you can click another button to
see all of the clients in your database including all clients on the
Open listing plus clients who have been closed.
|
| 10)
Print Week button |
Allows you to print the schedule for
the entire week.
|
| 11)
Refresh button |
When you come into CILe,
you come immediately into the schedule screen. If you then add a new
client off of the Administrative menu, the drop-down list in the "name"
won't recognize that the new client is in the system. If you click the
"Refresh" button, they will then appear in the drop-down list,
and you can include them on the schedule without having to get out and
back into the schedule.
|
| 12)
Schedule with Copay button |
You can display an alternate version
of the schedule that includes the amount of money the client owes you
for today's schedule, plus what they owe you from prior sessions as
well.
|
| 13)
Calendar |
This is just a convenient way to quickly
determine the date of the client's next visit as you're talking to the
client with CILe up. It doesn't do anything automatically, and clicking
on a date on the calendar doesn't do anything.
|
| 14)
Messages Need Followup button |
This button links you to the Phone Message
system. If you have any phone messages that have not yet been dealt
with (and are still documented as 'need followup'), they will be added
up and the total number of them will appear on the button. If you click
this button, CILe will display an input form so you can quickly document
an incoming phone call. You can then click a "listing" button
on that screen to see a full listing of all of your phone messages. |
| 15)
Build Schedule button |
If you have clients who come on a regular
schedule, you can put them intlo the "Standing Schedule" off
of the Therapy menu. Then, when you are ready to create a specific day's
schedule, click this button and CILe will read the Standing Schedule
for the appropriate day of the week and automatically populate the schedule.
You can then add or delete entries as desired. If you don't use the
Standing Schedule feature, then this button will have no use.
|
| 16)
Time of Appointment |
The time is a required entry for the
schedule if CILe will be producing a claim for the session as the claim
record is uniquely identified by date and time. You can have multiple
clients schedule with the same time (as you would with a group), or
you can have the same client scheduled for multiple times (as you would
if they were attending an individual session and a group on the same
day.) You cannot have the same client scheduled twice for the same time
slot. The system will tell you that you have a duplicate entry and will
stop you. Also, if you have a client scheduled in the Standing Schedule
but prior to clicking the "Build from Standing" button, you
add them manually into the schedule for that day, CILe will not add
the client a second time to this schedule. It will simply ignore the
Standing Schedule entry.
|
| 17)
Client Name |
The client's "Display name"
as entered on their Fiscal Face Sheet. To add a client manually, simply
start typing their name in the box, and when you have entered the
number of characters that uniquely identifies the desired client,
their name will appear in the box. You can also click the arrow and
pick the client off of the drop-down list, but it's far less convenient
to do so. Also, right-clicking on the name field will bring up the
Client Pop-up menu so you can access all of CILe's features for the
individual client. If no client is scheduled for a particular time
slot, enter in the time slot but leave the name field blank. That
way, you can visually see that you have an un-scheduled hour, and
you can easily add a client into the blank spot if someone wants to
come in.
|
| 18)
Intake box |
If you try to add a client to the schedule
that is not identified as "Open," CILe will alert you to that
fact to make sure you are not scheduling someone you have discharged.
If you check this box, then CILe will not give you that message. You
can also use this check-box from the Standing Schedule if you'd like
to use a specific time slot as your standard "Intake" slot.
|
| 19)
Previous Session |
This shows you the date of the last
time this client attended a session of any kind.
|
| 20)
Next Session |
Shows you the value you entered into
the client's last kept session (except for groups) in the "Next
Session" field on the session note. This is useful if the client
mentioned to you in the last session that they won't be here this week,
but because they're on the Standing Schedule, they are scheduled automatically
anyway. This field will show you not to expect them this week (so you
don't sit there wondering where they are because you forgot what they
told you), and you can document them as "Cancelled." You may
also want to use it to document things like "spouse attending"
or some other short note you want to remember for the next session. |
| 21)
Other Appointments / Notes |
The left-hand portion of
this column is copied over from the Standing Schedule screen. Both columns
are pre-populated with values from the Standing Schedule screen, but
all values are editable in today's schedule.
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