How to add diagnoses and medications to a client

After you complete a client profile and click SAVE, a new tab appears called Diagnoses and Medications. You can fill this information out right away or add it at a later time..

To add a diagnosis to a client

Before you can assess a client, you need to add them into the system on the My Clients Page.

1. Click My Clients in the left menu.

   The My Clients page appears.

2. Double-click the name of the client you want to add diagnoses and medications to.

   The client profile window opens.

3. Click the Diagnoses and Medications tab.
4. Click Click Current Diagnoses.
   
5. Click + NEW DIAGNOSIS.
6. Select the applicable diagnosis from the menu. If the diagnosis you want isn’t listed, select Other and then enter the diagnosis in the box that appears.
7. If there is any other information to add, enter it in the Updates box.
8. To enter additional diagnoses, click + NEW DIAGNOSIS and repeat steps 6 and 7. You can add up to 10 diagnoses.
9. Click SAVE when you are finished.

To add a medication to a client

1. Click My Clients in the left menu.

   The My Clients page appears.

2. Double-click the name of the client you want to edit.

   The Client Profile window opens.

3. Click the Diagnoses and Medications tab.
4. Click Current Medications.
   
5. Click + NEW MEDICATION.
6. Enter the name of the medication in the applicable box.
7. If there is any other information to add, enter it in the Notes box.
8. To enter additional medications, click + NEW MEDICATION and repeat steps 6 and 7. You can add up to 10 medications.
9. Click SAVE when you are finished.

To edit a client’s diagnoses and medications

1. Click My Clients in the left menu.

   The My Clients page appears.

2. Double-click the name of the client you want to edit.

   The Client Profile window opens.

3. Click the Diagnoses and Medications tab.
4. Make your desired changes. To delete a Diagnosis or Medication, click the “x” in the top right corner.
5. When you are finished, click SAVE.