QuicDoc opens in a new database ready for you to enter information. QuicDoc also includes a sample database that you can use to add trial data and navigate through the program. You can experiment with the Tutorial Database so that the trial data does not become a part of your permanent records.
Getting Started with QuicDoc
Begin entering a report header. You may also want to set up your preferences.
Setup
| • | Preferences - Includes options for Reminders, Password, Links, Tasks, and Electronic Records. Logon with the System Administrator Logon for access all options. |
| • | Report Header - This appears at the top of all notes and reports |
| • | Other Users - Enter other providers who will be using QuicDoc. This requires the System Administrator Logon. |
| • | Insurance Companies - Can be added 'on-the-fly' as you enter new clients. |
| • | Referral Sources - Can be added 'on-the-fly' as you enter new clients. |
Enter patients/clients: All that is required to enter a client is the first and last names and the client's provider. You can print a blank facesheet for your client to complete, and then enter the information at a later time. The information you enter in the patient/client setup is printed on the facesheet.
Case Note and Appointment Scheduling:
Once you have entered clients and users you can begin entering case notes and using the scheduler. Notes and treatment plan reports can be opened from the Documentation menu.
| • | How to enter Notes for existing clients. |
Tracking Authorizations and Treatment Plans
Set up your authorizations.
Schedule when your Treatment Plans are due.
Basic steps are intended to get you started with your documentation. QuicDoc has many more features and tracking capabilities such as tracking outcomes, quality assessment, reports and graphs, and other features including reminders, continuing education tracking, and electronic date and time stamping for documentation, as well as HIPAA compliance features.
