To enable the integration:
Click on Settings
Click on “Add Ons”
Click on the “plus” icon for the “LifeLearn ClientEd integration” row
Enter your ClientEd credentials, and click “enable”
A subscription to ClientEd is required to use this integration. |
Once enabled, you will be able to incorporate ClientEd articles into your workflow using actions or you can add these attachments directly to a patient or client file. The articles would then be available to print or email directly from the “documents” folder in the patient or client profile.
To incorporate a ClientEd article using actions:
Navigate to the applicable inventory item in the Inventory module
Click on “actions,” and select the option to add an action
In the form that appears:
Select “add attachment” as the action
Select “LifeLearn ClientEd” as the source
Select the article(s) you wish to incorporate by searching for them by name in the “attachment(s)” field
Complete the remaining fields, and repeat as needed
Learn how to Work with Actions to automate your workflow and improve efficiency. |
To incorporate a ClientEd article manually:
Navigate to the applicable client or patient
Click on the “documents” folder, and select the option to add an attachment
In the form that appears:
Select “LifeLearn ClientEd” as the source
Select the article(s) you wish to incorporate by searching for them by name in the “attachment(s)” field
Complete the remaining fields, if applicable
Click “save”