Behavioral Health Collateral Activity Note

Form Template

This ClinicTracker application template allows a therapist, clinician, social worker, or mobile-treatment specialist the ability to fill out a note about a collateral activity that took place with a client (e.g.

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transportation pickup, phone call, meeting, medication drop-off, etc.). Recording these activities is necessary to ensure patient charts are kept up-to-date with a complete history. The application includes the ability to:

1) View demographic information

2) View service and medication history

3) Enter activity details

4) Record activity notes

5) Collect patient signature to indicate the client’s presence at the event

Using the ClinicTracker/Canvas Sync Utility, these submissions will be automatically imported into the main ClinicTracker database where they will be included in the patient’s chart.

When integrated to JAG Product's ClinicTracker EHR, customers can realize the full value of an application such as this. Click the "Creator" link above to see all of our apps and learn more.

Features
  • Signature Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

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