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41 QuicDoc Pro - How to Add a User Logon for an Auditor

Question: How can we add a user logon for an auditor and give that user access to specific patient records? Solution: If you are licensed for QuicDoc by PC, you can add unlimited users: 1. Logon to QuicDoc with your System Administrator logon 2. Go to the…

42 QuicDoc Pro - How to add providers (users) in QuicDoc

Check out the video here on adding users in QuicDoc. Log into QuicDoc using an Admin account Click on Users Click on Add a user Fill out the below required fields. You may fill out any additional fields. Once all required fields are field out, click Ok. User…

43 QuicDoc Pro - How to assign a provider to a patient

In QuicDoc, you can either assign the provider to see all patients or you can individually select which patient the provider is assigned too. To grant access to all patient to a provider, click here. Log into an admin account Highlight the patient , and click…

44 QuicDoc Pro - How to assign multiple providers to a patient

In QuicDoc, you may assign multiple providers to a patient. Log into an admin account Highlight the patient , and click on Modify Patient information Click on Access In the Add New drop down, select the provider. Click Add Repeat the process for additional…

45 QuicDoc Pro - How to change a Provider's Name

The Provider’s name in QuicDoc can be changed however, this will change the Provider Name on ALL PATIENT NOTES. It will not change the provider’s signature on notes that have already been signed. This will guide you on how to change the Provider’s name.…

46 QuicDoc Pro - How to change a Providers signature

The signature line can be changed in QuicDoc to include a name change or adding credentials. This guide will show you how to change the signature line. Log into an admin account Click on Users Highlight the user in the list. Under Tasks, click on Modify user…

47 QuicDoc Pro - How to change user password

The System Admin or an Admin account can change a user’s password. This guide will show you how to change a user password. Log into an admin account Click on Users Select ‘Set user passwords’ Highlight the User . Type in the Password and Verify Password…

48 QuicDoc Pro - How to create an addendum

You cannot delete a note once that note has obtained all of its required signatures; however you can add an addendum to the signed note. Open the note and click on Note Select Addendum from the left menu. Use the section to add or make any corrections to…

49 QuicDoc Pro - How to create custom forms

Create Custom Forms You can create your own user forms or screens in QuicDoc Pro, and incorporate them as part of your notes or treatment plans. Let's say that you need a section for your progress note to document Activities of Daily Living. You can create…

50 QuicDoc Pro - How to export in delimited text

You can export Client demographics from QuicDoc. This will guide you through on how to export to a delimited text. You will want to log into QuicDoc using an Admin account. Once logged in, go to File and click on Data Exchange, then select Export Delimited…