Pirouette User Training Guide – Contents | Roxy Software Inc.

Pirouette User Training Guide

Introduction

About Pirouette

Logging in to Pirouette

Section 1: The Homepage

Homepage Overview

Appointments

Section 2: The Client File

Open an Existing Client File

Client Summary Page

Add a New Client File

Basic Information

Demographics

Contact People

Notes: Contacts

Notes: Time Spent

Section 3: Groups

Group Notes

Group Notes: Contacts

Group Notes: Time Spent

Section 4: History Items in Detail

Intake History Items:

Outbound Referral

Management History Items:

Charges, Arrears, and Notifications

Form(s) Sent

Case Management History Items:

Community Treatment Order

Crisis Prevention Plan

Financial Source (Not Employment)

General History

Hospitalization

Legal History

Housing History Items:

Verification

Section 5: Additional Menu Options

Organizations

Contact People (Central)

Reports (Central)

Documents (Central)