Therapy Menu

CILe - Client Information Ledger

What is on the Therapy Menu?

The Therapy menu provides functions that pertain to therapeutic issues for lists of clients rather than a specific client.

The Menu Items

The following is a brief description of what the Therapy menu provides:

1) ITP Reviews Due	Produces a list of open clients and the dates the next treatment plan is due for the client. The date is editable, and it is sorted by date so the ones due the soonest are at the top.
2) ITP Reviews Due This Week	Produces a small pop-up window showing which treatment plans are due this week according to the date you entered into the "ITP Reviews Due" screen.
3) Print unprinted notes	Produces a list of clients who have notes that have not yet been printed. Printing of notes is not required, but if you should choose to print the notes, this list gives you a quick and easy way to do so. You can print all unprinted notes for a specific client, or all unprinted notes for all clients.
4) Missing Session Notes	Provides a list of clients who have had appointments scheduled for which there is no session note.
5) Reminders	Provides a listing of 'reminders' that you can put on the client's session note. Examples would be a reminder to set up a meeting with a guidance counselor, call a child's social worker to report a problem discussed in session, look up information on the internet about a disorder, etc. You type the reminder into a text box on the session note, and it will then be displayed on this form. When you have completed the task, you check it off as 'completed.'
6) Appointment Schedule	Let's you re-display the appointment schedule. As the therapist, when you execute CILe, you automatically come into your appointment schedule. If you accidentally close the schedule, you can redisplay it here. Also, if you have an Administrative person doing your financial piece, they do not come into the schedule.
7) Standing Schedule	Let's you develop a weekly schedule where a client is given a specific slot on a weekly, bi-monthly, or monthly basis. Once the standing schedule is developed, you can then click a "Build Schedule" button on the Appointment Schedule screen to automatically build the initial schedule from the standing schedule.
8) Standing appts by client	Gives a list of open clients and the standing appointment for which they are currently scheduled. With this list, you can be assured that you don't have any open clients who have fallen through the cracks and not scheduled.
9) Client's last appt	Gives you a list of clients and the last time they were seen, sorted by appointment date. With this listing, you can tell how long it has been since you last saw a client so you can conveniently identify candidates for termination.
10) Monthly Statistics	Allows you to see your attendance statistics. If you put a 'quota' in your Employee Information sheet, then it will compare your actual attendance statistics against your quota and give you percentages seen, cancelled, or no-show.

E-mail

Note: There are occasions when an e-mail may get lost in cyberspace. I answer all e-mails, so please, if you don't hear from me within 24 hours, e-mail me again. Persistence will get you through.