General

Broad range of navigation and use of the Alleva EMR.

• Internet Browser Issues
• How do I log in to Alleva for the first time?
• How to Reset your Password
• Removing Autofill From Search
• Plus Sign Shortcuts
• TravisAI
• Alleva Echo
• Alleva Echo in Intakes
• Custom Alleva Echo Templates
• Example AI Consent Forms
• User Profile
• Add Communication Log Notes
• Client List (NEW)
• Adding a Diagnosis to the Client Chart
• Individual Notes Addendums
• Utilizing the Scheduler
• Urgent Alerts
• Update Demographics/Info
• Meal Plan
• Progress Notes
• Add Individual Therapy Note
• Notes Review
• Scheduling an Individual Session
• Adding/Removing Clients From Recurring Group Sessions
• Assign Occupancy for Current Client
• Billing Reports
• How to Edit Completed Session Notes
• Transfer Occupancy of a Current Client
• Add a Shift Note
• Add UA/BA Testing Analysis to Client
• Add Shift Rounds
• Change a Client's Level of Care or Transfer to Another Location
• Contacts and ROI's
• Delete/Revoke Emergency Contacts (ROI's)
• Adding a Recurring Session Frequency
• How to Sync your Scheduler with Microsoft Outlook Calendar
• How to Sync your Scheduler with Google Calendar
• Dietary
• Add a Group UA/BA/Pregnancy/SA Test
• Rounds
• Alleva Zoom Conferencing
• How to use Alleva's Built-in Telehealth
• Schedule Zoom with a Discharged Client
• UR Dashboard
• Opening a Second Window with Incognito
• Spell Check Settings
• Touch Screen Signature Repair - Windows Chrome Browser
• Deleting Recurring Sessions in Scheduler
• Overview of the Document Manager
• Magnifying Glass Search Function
• Zoom Video Conferencing for Clients
• My Tasks
• Allowing Third-Party Cookies
• Notes Audit
• Signature Review
• Signature Review: How to sign all 'Review Types' at once
• Enable Zoom Auto-Update
• Screenshots and Screen Recordings
• Encounter Transmission for Day Rates
• Person Search
• Incident Reporting
• Granting Users Access to Alleva Echo