How to review a document done in MGT tool?

Click on the review icon as shown in the picture to review a care plan or TCA done in MGT tool

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• Search a document within MGT

  1. Click on advanced search 2. Select the provider or select all 3. You can change the date range 4. Select the document type you want to search 5. Select the document status 6. Now click on a search to get the results 7. To search the patient from ...

• Downloading the review due list

  Under the audit report you can download the list of overdue for CP/TCA review and also the list of CP/TCA going to due in 30 days.

• How to print a document

  1. Document status must be completed. 2. If the document is in the draft or pending signature then you can't print. 3.Click the print icon as below to print any document

• Delete a document

  Click on the delete icon as shown in the picture If you delete a draft you can't restore. If you deleted a completed document your practice manager can restore.

• Can not see the MGT icon inside the patient’s file

  Check your desktop for MGT icon and then click the icon on your desktop, if you still can’t get the icon log out from your clinical software restart the computer and login back to your clinical software