Penelope Pages
Service Tabs
Booking Events
Search Page
Documentation
100

On this page I can see my client list.

What is My Home page?)

100

You can find your completed notes & requests under this tab.

What is the Documents?

100

You click this sub-tab on the Service File to create an appointment.

What is Book New?

100

This page has ____ sub-tabs.

What is 5?

100

When completing a Progress Note, it includes this format.

What is a SOAP Note?

200

This page holds a participant’s demographic info.

What is the Individual Profile?)

200

This tab holds information of service providers or family supports.

What is Collateral Contact?

200

This item would be chosen if you’re doing a delivery or face-to-face visit.

What is Attendee Address?

200

The Search Page allows you to find participants under this sub-tab.

What is Individual?

200

A family’s CarePlan should include these types of goals.

What are SMART goals?

300

I can see a participant’s list of family members & program services on this page.

What is the Case File?

300

Under this tab, you will find the completed scales or screenings.

What is the Outcomes Assessments?

300

This drop-down box allows you to choose what type of visit you’re scheduling.

What is Event Type?

300

Under this sub-tab, you can find a full list of program participants.

What is the Service tab?

300

When a significant incident occurs with your family, it should be documented as this.

What is an Adverse Event?

400

This page holds all contacts & visits for a specific program.

What is the Service File?

400

This tab is used to send tasks to participants to complete forms.

What is the Workflow?

400

This item records how long your booked event intends to be.

What is Duration?

400

When searching under the Case sub-tab, you can search by Case Name or this.

What is Case ID?

400

When a worker provides information to specific services internally or externally to a client, it should be documented here.

What is Referral tab?

500

This page shows the details of a scheduled in-person or virtual visit on this page.

What is the Service Event?

500

This tab holds alerts, conversations, discussions & notifications to be read.

What is Messages?

500

Once your scheduled event has taken place you have to change Status under this tab.

What is Attendance?

500

A worker can get a list of their sessions by type & status here.

What is Event tab?

500

Documentation should be completed within this timeframe.

What is 48-72hrs?

M
e
n
u