Clinical Director

Add a Clinical Director

 

Adding more fantastic clinicians to your staff? Well congratulations, here is where you will be adding them. In this section, administrators are able to add new clinical directors into the system.

Add a Clinical Director

 

Now this section is unique in that administrators can venture into system management and identify which fields are required based on four different types of clinical directors:

  1. Employee
  2. Independent Contractor
  3. Interviewee
  4. Trainee

Clinical Director info

 

Keep track of all of your clinical director’s demographic information in one place, with our comprehensive therapist info feature. This time-saving tool allows users to keep track of not only demographic information but also:

Clinical Director info

 

Add edit, or remove and keep track of the clinical directors rate per client, task, project or for all clients.

Clinical Director Notes

 

Need to take some notes on a particular clinical directors? No problem, our user-friendly notes system allows users to jot down remarks or comments about a particular therapist.

Clinical Director Notes

 

All notes can be added using the notes topic feature allowing users to select a particular topic that they want to affix to this comment for later searching.

Clinical Director Notes

 

Search easily by date or name of user that entered the notes.

Clinical Director Scheduling

 

The wePortal’s clinical director’s scheduler you can keep a close eye on what activities your clinical directors are working on. This nifty tool is also great for case assignment allowing administrators and office staff the ability to find availability in their schedules.

Clinical Director Scheduling

 

Within this scheduling feature therapists are able to add, edit, or remove events effortlessly.

Clinical Director Scheduling

 

Important aspects of this robust scheduling feature are:

  1. Day, week, and moth views
  2. Event scheduler
  3. Schedule creation based on status (Available for therapy, on vacation, not available, etc.)
  4. Set re-occurring patterns that re-occur daily, weekly, or monthly
  5. Set detailed notes for each event
  6. Start and End Times for each event whether re-occurring or not
  7. Color coding system for event legend that can be updated with custom colors in the system management section

Clinical Directors Tasks

 

Sometimes tasks need to be assigned to therapists, ok well probably a lot of the time. So we created this feature with you in mind whether it is instructing therapists to sign documents, enter in data, turn in timesheets, or just add their schedule to the portal this feature makes keeping track of those tasks a breeze. Clinical directors can easily keep track of who they assigned to what, who has finished their tasks, who is still working on them, and who hasn’t done anything at all.

Clinical Directors Tasks

 

Regardless of the task, our tasking system can help clinical management stay on top of their to-do list. With our comprehensive tasking feature, clinical management can assign tasks to therapists with the click of a button.

Clinical Directors Tasks

 

Clinical Director tasking feature includes the following items:

  1. Comment section where the person assigned the task can send messages back and forth with the person that assigned the task.
  2. Two step completion process where the person assigned to the task clicks “Complete “and then the person that assigned the task either verifies the task or changes its status to “Not Completed” and sends revisions in the task comments section.
  3. When tasks are assigned, the system will automatically notify the individual that they have a pending task to be completed by email or text.
  4. When assigning tasks to anyone, administrators can assign tasks to groups of therapists or individuals.
  5. Clinical directors can see all relevant information on the task such as title, description, created by, assigned to, status, due date, and creation date.

Clinical Director Documents

 

File storage, where do we put files and how do we organize them? With our neatly organized system users of the therapist document sections can store files in one of two different repositories, namely Clinical Director User Group and Clinical Director Specific. The clinical director user group is the repository located at the top and the clinical director specific section is the repository located at the bottom.

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Clinical Director Documents

 

This documents feature is like any other in the system in that it is controlled by the user permissions section, so if you don’t want therapists to have access to this section, the wont get it.

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Clinical Director Documents

 

This unique documents section allows users to personalize their documents by changing the text and background color of different documents in this section.

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Clinical Director Documents

 

Here is more information on these two innovative sections

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Clinical Director User Group

 

Within this section all folders and documents that are designated by administrators or office staff or assigned to all directors will appear here. For example all documents related to all directors such as instructions on how to use the portal, or blank forms would appear here.   This section is visible to all users within the clinical directors user group section.

 

Clinical Director Specific

 

Within this section documents that are specific to this particular clinical director are kept. Documents such as liability insurance, documents signed by directors, timesheets, evaluations, supervisor forms and many other documents.

 

Clinical Director Billing History

 

What is this feature:

This feature allows the clinical director, to view the hours that have been billed for a particular client within any date range selected.

 

Clinical Director Billing History

 

Why do you need this:

Do your clinical directors ever come to you wondering how many hours they have completed and with which clients? Well if they haven’t then this feature is just here for looks, but if they have, then this feature just made your life a little bit easier.

 

 

Clinical Director Billing History

 

Search by client, date from and date to easily filter your search results.

 

 

 

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