From the Elevate Staff App schedule, staff members can manage appointments in several ways. This article covers some of these ways, specifically viewing profile notes, creating and modifying SOAP/QUICK notes, viewing scheduled appointments, and viewing questions and answers for appointments.
For information about viewing and managing appointments from the Staff Back Office, see Appointments on the schedule.
View a client’s profile notes
To view a client’s profile notes for an appointment from the Elevate Staff App, complete the following:
Tap the Schedule tab.
Tap the appointment for which you want to view the client’s profile notes.
Tap Profile notes. A list of flags and notes from the client’s profile is displayed. Tap each note to view more details.
Create or modify SOAP/QUICK notes
To create or modify SOAP/QUICK notes for an appointment from the Elevate Staff App, complete the following:
Tap the Schedule tab.
Tap the scheduled appointment.
Under APPOINTMENT SETTINGS, tap the Add button next to SOAP Notes or QUICK Notes.
Enter all necessary information in the provided boxes.
To add additional information when creating new SOAP or QUICK notes, tap +Add Other Notes and enter the information in the ADDITIONAL box.
To add additional information when modifying existing SOAP or QUICK notes, enter the information in the ADDITIONAL box.
Tap Save.
View the previous or next appointment with the same client
To view the previous or next appointment with the same client from the Elevate Staff App, complete the following:
Tap the Schedule tab.
Tap the appointment you want to use as a starting point. You may need to adjust the schedule’s filters and date range to find the appointment.
Tap Previous Appointment or Next Appointment to view the previous or next appointment you have booked with the same client.
View questions and answers for an appointment
To view questions and answers for an appointment from the Elevate Staff App, complete the following:
Tap the Schedule tab.
Tap the appointment for which you want to view the client’s questions and answers. You may need to adjust the schedule’s filters and date range to find the appointment.
Tap Questions. A list of questions the client was asked when booking the appointment, and the client’s answers to those questions are displayed.
A client will only be required to answer questions if they are set up for an appointment. For more information, see Appointment type advanced settings.