Cases & Notes

Notes & Cases - Start Here

• Case & Notes in My Clients Plus Overview
• Set Default Note Type
• Enable PQRS Codes for Reporting to Medicare
• Manage and Delete Progress Note Mental Status and Risk Assessment Options
• Reorganize Tabs on Cases Page

Supervising Staff: Cases & Notes

• Assign Supervisor to Review Notes
• Notifications for: Initial Assessments, Treatment Plans & Progress Notes
• Supervisor: Approve & Sign Initial Assessments, Treatment Plans & Progress Notes
• Supervisee: Sign Approved Initial Assessments, Treatment Plans & Progress Notes
• Turn On/Off Submitted Progress Note Notifications
• Supervisor & Supervisee: Notes Awaiting Signature/Approval Page

Notes

• Create a Progress Note
• Create a SOAP Note
• Add Addendum to Progress Note
• Co-Sign Notes
• Edit a Progress Note
• Remove Electronic Signature from My Clients Plus Documents

Manage Notes

• Download or Print All Cases and/or Notes
• Set or Edit Place of Service on Progress Note
• Hide Treatment Plan Information on Notes
• Hide Creation Date from Progress Notes
• Access Document Drafts

Cases

• Create Client Case
• Add Client Diagnosis
• Close a Case
• Reopen Closed Cases
• Delete a Case
• View & Restore Deleted Cases

Manage Cases

• Initial Assessment with Diagnostic Codes
• Add an Addendum to an Initial Assessment Form
• Add Case Contact Log Notes
• View Case Contact Log
• View Copied Message in the Contact Log
• Upload Clinical Documents to Client Case

Treatment Plans

• Add or Edit a Treatment Plan
• Set a Treatment Plan Review Reminder

Signatures

• Create & Manage your Electronic Signature
• Sign Notes & Documents

Wiley Progress Notes

• Subscribe to Wiley Practice Planners
• Create a Wiley Treatment Plan
• Create Wiley Progress Note