CR Essentials Mobile Workflow Overview

Data Collection Workflow:  

1. Log into the CR Essentials mobile application.
2. Schedule a new Visit or navigate to a scheduled Visit.
3. Start session.
4. Collect data.
5. End the session and collect signatures. 
6. Tap “+ Add Note” and select either Session Note or a custom note configured by your organization.
7. Generate the AI Summary, if applicable.
8. Review the summary.
9. Sign and save.