Question: Is it possible for more than one therapist to have access to same client's chart in QuicDoc? For example one therapist provide individual therapy and the second therapist provide family therapy for the same client and be able to work off the one…

Log into QuicDoc using the System Admin or an Admin account Under the View menu, Click on Users Select the user and then click on Modify user information At the bottom of the screen, check the box next to Grant System Administrator Rights . Click Ok . Now…

How to inactivate a client The best practice is to remove a client from the list is to inactivate their account. If you try to delete a client that has notes, appointments, outcome measures, or signed notes you will need to inactivate as it will not allow…

How to inactivate a provider The best practice is to remove a provider from the list is to inactivate their account. If you try to delete a provider that is associated to a patient, it will not allow you to delete. Log into QuicDoc using an Admin account…

If a supervisor is required to sign a note, there are two places that needs to be set to allow the supervisor to sign a note. You will want to set a supervisor for the provider. Click here to see how to set a supervisor. The guide below will show you how…

In QuicDoc, you can add a supervisor or delegates for other providers. Only one supervisor can be assigned. The difference between supervisor and delegate, a delegate can enter clinical notes and treatment plans for a provider. Log into an admin account Click…

There is an option in QuicDoc that will allow you to see the medication list in a note. The below will guide you through on how to see the medication list in a note. Log into an admin account Click on Users Highlight the user in the list, and select ‘Set…

When setting up a new user in QuicDoc, it is recommended to set user access levels. Some of the features in QuicDoc are turned off until user access level is set. Log into an admin account Click on Users Highlight the user in the list, and select ‘Set user…

If a user is trying to scan or attach documents however the options are not available. The below will guide you through on how to set the user access levels for scanning and attaching. Log into an admin account Click on Users Highlight the user in the list,…

If a user cannot see all patients, you will need to set user access level. The below will guide you through on how to set the user access levels for a user to see all patients. Log into an admin account Click on Users Highlight the user in the list, and select…