Notes
Slide Show
Outline
1
ClienTrek Software
2
Where is ClienTrek Used
3
ClienTrek Provider Search
4
ClienTrek Circle of Life
5
ClienTrek Info Structure
6
What Can ClienTrek Do
7
ClienTrek Information Use
8
Security
9
Security
10
Context Help
11
Users Group
12
Core Overview
13
Client Pre-Intake - 1
14
Client Pre-Intake - 2
15
Client Pre-Intake - 3
16
Client Pre-Intake - 4
17
Client Pre-Intake - 5
18
Client Master – 1
19
Client Master – 2
20
Client Master – 3
21
Client Master – 4
22
Client Master – 5
23
Client Service Authorization
24
Client Service Entry
25
Case Notes
26
Client Liability - 1
27
Client Liability – The Report
28
PA-POMS Consumer
29
Insurance
30
Family Support Services
31
Early Intervention
32
HIPAA Log
33
Service Master
34
Schedule Overview
35
Schedule an Appointment
36
Schedule an Appointment
37
Recurring Appointments
38
View My Appointments
39
Appointment Details
40
View Staff Appointments
41
Appointment Reports
42
Web Overview
43
Client Information
44
Client Request
45
Authorization Request
46
Crisis On-Call
47
Crisis On-Call
48
Crisis On-Call
49
Service Entry
50
Case Notes
51
PA-POMS
52
Service Import
53
Reports
54
Fiscal Overview
55
Information Flow
56
General
57
Site Information
58
Fiscal Periods
59
Contract Types & Cost Centers
60
Distribution Groups
61
Categoricals
62
Chart of Accounts
63
State Allocations
64
Voucher/Purchase Order
65
General Ledger
66
Vendors
67
Contracts
68
Report Viewer
69
Charts
70
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