To learn more about managing client conditions and medical notes in GPM, read the following topics:

  • Client Conditions: A Client Condition is created to record all the details of a client's injury and create a record of all treatment pertaining to the injury.
  • Medical Notes: Medical Notes refer to the medical and treatment information recorded on a client's conditions.
  • Assessment Type: An Assessment Type refers to the assessment format used to record the clinical/medical notes that will be created following an appointment with a clinician.

Then follow the process below for managing client conditions and medical notes in GPM:

  1. Create a condition
    1. How to Create a Private Client Condition or
    2. How to Create an Insured Client Condition or
    3. How to Create a Client Condition for a new ACC Claim Injury
  2. Create an appointment
    1. How to Create an Appointment or
    2. How to Create a Clinician appointment
  3. Link the appointment to the condition
    Select the condition from the Client Condition drop down:

  4. Create medical notes
    1. How to Create Daily Notes or
    2. How to Create/Copy Notes Based on Another Condition
    3. Managing Clinician's Default Objective and Assessment

Updated:18-Apr-24

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