Documents
Contacts
A ChartCaddy Contact is an incoming referral and contains all the information necessary to add a client to the system. A Contact has different statuses like a Chart Item to help facilitate whatever process an organization has for an incoming ...
Document Shortcut Keys
When viewing a document in CC and you hold down the CTRL key, the following shortcuts should be available: UP - Jump to top of the page. DOWN - Jump to the bottom of the page. LEFT - Load the next tab on the left. RIGHT - Load the next tab on the ...
Electronic Signatures
ChartCaddy supports digital signatures for users, digitized signatures for clients, and sending for electronic signatures via a third party. Digital Signatures When a single user needs to sign a document, first they get the document to Completed ...
Document Basics
As mentioned elsewhere, ChartCaddy is document centric system. As far as learning the system is concerned, this means that once you learn how to work with one type of document then you know how to work the vast majority of the system. Towards that ...
Client Workflow
All the various client related documents work together to create a system with a default order. When possible, the initial information for a document is pulled from a previous document. So for example, assessment information is used to populate the ...
Document Statuses
All documents have statuses that determine the work flow for that particular type of document. If a document does not have a visible status then it is considered to always have a status of Draft. There is a generic set of statuses that represents a ...