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CounSol User Guide

 

How to Enable the WHODAS for use on the client portal:

 

1. Select the Settings icon and then click on the Client Portal Settings tab.

 

PortalTab

 

 

2. Select Forms from the menu options on the left:

PMenuForms

 

3. Enable/Disable access to the WHODAS form from the portal by selected the appropriate radio button.

WHODAS Enable

 

4. If enabled, select to set the form as optional or Required for clients.

WHODAS Require

NOTE: If Required, the form will pop up automatically when the client logs in and will continue to pop up until the form has been saved as complete.  
If Required with a Start Date, the form will only pop up for clients registered on and after the date listed.
If the form is set as optional, the Start Date does not apply.

 

5. Click the Save Settings button.

 

SaveSettings18

 


 

Where to find and fill out the WHODAS template:

1. Select the Clients icon, and then click on the desired client’s name from the Active client list.

Clientsnames18

 

2. Click on the Treatment tab.

 

treatment

 

3. Scroll down to the WHODAS section to view all existing WHODAS records. To create a new WHODAS click the New WHODAS link.

 

NewWHODAS

 

4. Complete form and click the Save Completed WHODAS button.