Contents

One chapter for each screen of PsyTrace, in the order of the buttons on the left of the main screen. New to PsyTrace? Start with the Start chapter.

Start

Everyone: logging in, the main screen, choosing a client, how lists, menus and forms work.

  1. Logging In and Out
  2. Passwords
  3. The Main Screen
  4. Choosing a Client
  5. Lists, Menus and Forms
  6. Who Can Use What
  7. Setting Up a New Organization

Client

The Client menu: the client's eSignatures, testing, images, category, and duplicate records.

  1. The Client Menu
  2. Client eSignatures
  3. Testing
  4. Client Images
  5. Client Category
  6. Duplicate Clients

Clerk

The front desk: new clients, insurance, Episodes of Care, authorizations, alerts, contacts, client status, reminders.

  1. The Clerk Screen
  2. New Client Registration
  3. New Client Checklist
  4. Insurance
  5. Episodes of Care
  6. Authorizations
  7. Alerts
  8. Contacts
  9. Client Status
  10. Reminders

Clinician

Diagnoses, progress notes (encounters), goals, medications and prescriptions, testing, discharge.

  1. The Clinician Screen
  2. Quick Start
  3. Diagnoses
  4. Encounters
  5. Goals
  6. Medications and Allergies
  7. Prescriptions
  8. Testing
  9. Discharge
  10. Creating a Test (Windows program)

Finance

Claims and invoices, payments, co-payments, billing reports, electronic claims, budgets.

  1. The Finance Screen
  2. Quick Start: My First Claim
  3. Invoices
  4. Payments
  5. Co-payments
  6. Encounters (Finance)
  7. Finance Reports
  8. Paper or Electronic Claims
  9. Budgets and Accounts

IOP

The Intensive Outpatient Program: encounters, program modules and drug tests.

  1. The IOP Screen
  2. IOP Modules
  3. Drug Tests

QA

Quality Assurance: client, employee and facility incidents; client follow-ups after discharge.

  1. The QA Screen
  2. Incidents
  3. Client Follow-ups

Supervision

Supervisors: trainees' encounters and discharges waiting for review, supervision contacts and hours, supervisee status.

  1. The Supervision Screen
  2. Reviewing Trainees' Work
  3. Contacts and Supervisee Status

System

Employees: registration, permissions, status, supervisors, passwords, licenses and CE, eSignatures and images.

  1. The System Screen
  2. Employees
  3. Employee Passwords
  4. Licenses and Continuing Education
  5. eSignatures and Images
  6. Locations (Admin screen, older text)
  7. Places (Admin screen, older text)
  8. Procedures (Admin screen, older text)

About

What PsyTrace is and how it is built.

  1. Main Features
  2. Architecture
  3. Enterprise Scenario
Copyright © 1999-2026, Antonio Gino, PhD