Daily Tasks Checklist
Mark off your daily tasks as you complete them.
Pre-session: Open the following sites
3CX
Tebra
Thunderbird
Blueprint
RCS email
Select client name in Tebra
View insurance
Check-in client
Start recording in Blueprint-check to make sure you have the correct client
During the session: Steps to notes and Tx plan
Open Psycho note
Click SALT-use the last psycho note (make sure it shows)
Delete SOAP and Effectiveness Intervention sections
Reconcile Allergies, Medication, and DSM sections
Use PHQ and GAD 7 in assessment sections
Use an activity
After Session: Make sure you have
Stopped recording
Generate the note in Blueprint
Copy the SOAP into the note in Tebra
Copy the clinician's summary into the Effectiveness Intervention section
Save not but leave it in progress in Tebra
Before closing the note, proof read and manually make corrections.
Save Checklist
Should be Empty: