Edit, Print or Delete a Caseload

EMR User Guide

Edit, Print or Delete a Caseload image

May 23, 2023

EMR Caseloads

How to edit, print or delete a Caseload

Ensure you are signed in to Ambiki and on the main dashboard.

On the left navigation, click on ‘Caseloads’.

Selecting 'Caseloads in the left navigation'.

Select the Caseload that you want to edit, print or delete.
Click on ‘Actions’ on the top right of the Caseload and choose Edit, Print or Delete.

Clicking on 'Actions'.

To ‘Edit’ a Caseload:

You have the option to edit a Caseload name, description, therapist, and/or patients.

To add or remove patients from the caseload:

Select the Caseload that you want to edit.
Click on ‘Actions’ on the top right of the Caseload and choose ‘Edit’.
- Filter patients by district, school, or discipline.
- View all patients, view patients not currently assigned to a caseload, or view only selected patients.
- Search for patients by typing in their name.
‘Check the box’ on the left side of each patient to ‘add’ them to a Caseload.
‘Uncheck the box’ on the left side of each patient to ‘remove’ them from a Caseload.
‘Save caseload’ at the bottom right.

edit caseload

To ‘Print’ a Caseload as a PDF:

Select the Caseload that you want to edit.
Click on ‘Actions’ on the top right of the Caseload and choose ‘Print’.
Click on the top right ‘Printer Icon’.

print

On the ‘print preview’ page, select ‘Save as PDF’ under ‘Destination’.

change destination to pdf

Kim Luster