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How to Start a Note

Start client intake from client roster 1. Go to Ritten 2. Click on Client 3. Click on New Encounter 4. Click on Intake NOTE: You...

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Written by Bridget Cashman
Updated over 2 weeks ago

Start client intake from client roster

1. Go to Ritten

2. Click on Client

Click on Client

3. Click on New Encounter

Click on New Encounter

4. Click on Intake

NOTE: Your intake might have a slightly different name

Click on Intake

5. Click on New Form

Click on New Form

6. Click on Add All Suggested Forms

Click on Add All Suggested Forms

7. Click on a Form to complete it

Click on a Form to complete it

8. Fill out the form

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Fill out the form

9. Click on Apply Signature

Click on Apply Signature

10. Type 6 digit PIN

Type 6 digit PIN

11. Click on Sign

Click on Sign

12. Click on View Full Encounter (5 Forms) to get back to other forms

Click on View Full Encounter (5 Forms) to get back to other forms

13. Click on Add Time to input the appointment time

Click on Add Time to input the appointment time

14. Update the time and Click on Save Time

Update the time and Click on Save Time

15. Continue on to complete all forms for intake

Continue on to complete all forms for intake

Start individual progress notes from the client roster

1. Go to Ritten

2. Click on Client

Click on Client

3. Click on New Encounter

Click on New Encounter

4. Click on Individual Therapy

NOTE: Your Encounter may have a different name

Click on Individual Therapy

5. Click on Add Time

Click on Add Time

6. Add Start and End Time

Add Start and End Time

7. Click on Save Time

Click on Save Time

8. Click on New Form

Click on New Form

9. Click on Individual Progress Note

NOTE: Your individual Progress Note might have a different name

Click on Individual Progress Note

10. Fill out the note

Fill out the note

11. Click on Apply Signature

Click on Apply Signature

12. Type in your 6 digit PIN

Type in your 6 digit PIN

13. Click on Sign

Click on Sign
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