Clinical Edition Onboarding Sessions
Onboarding the ProCare Way
To ensure a successful implementation, we’ll guide you through each of these sessions, from setting up your EHR to inputting real client data!
Session 1
Training Kick Off
The Kick Off is an introduction to Procentive with a mini demo of what you’ll be able to do within Procentive and an overview of the implementation process. You’ll also be given access to Procentive during this session and assigned action items to get started.
Session 1 Topics
-
Log In
-
Access Training Materials
-
Communicate with Procentive
-
General Set Up
-
Staff Module
-
Begin Clinical Documents Process
Session 2
Client Intake
The bulk of data to input into Procentive are your client files. We will discuss the process of entering and scheduling clients.
Session 2 Topics
-
Clients Module
-
Staff and Client Groups
-
Contacts Module
-
Resource Module
-
Diagnosis Module
-
Documents Module
Session 3
Document Services
We will review how your interactions with clients are recorded and tracked.
Session 3 Topics
-
Appointments Module
-
Time Module
-
Clinical Process
-
Messaging
-
Kiosking Options
Session 4
Wrap Up
Review the purpose of each module and discuss the client discharge process and any internal processes that impact the use of Procentive.
Session 4 Topics
-
Transition Plan
-
Staff Permissions
-
Workflow
-
Reports Module
-
Dashboards
-
Client Portal
-
Ancillary Services