1. Service Code Definitions
Important Note: The following procedure code by degree listings are out of date, please use the following spread sheet for questions what degrees can deliver what services: https://2023.calmhsa.org/procedure-code-definitions/. We are working towards getting […]
How to Amend a Note
Step by step video guide here: https://vimeo.com/799290227/28286ed170 Please be aware: you can only amend a note you have entered in the system. Find and open the note you need to […]
How to Document Brief Interactions and Services
When you have a brief interaction with a client, you should still write a service note. There are non-billable procedure codes, such as Brief Contact that you can use as […]
Overlapping Service Issues
Different providers can have overlapping services and use same and/or different procedures for the same patient. The same provider can also have overlapping services using different procedures with the same […]
Client Abbreviated Notes Report
To open this feature, it is client specific, so you must have a patient’s chart already selected. Search for “Client Abbreviated Notes Report [Client].” Client Abbreviated Notes Report allows users […]
How to Write a Progress Note for a Scheduled Service
Step by step video guide here: https://vimeo.com/799289818/9f53e46d1c Note: to document a progress note for a group, see How do I write a group progress note? On your Appointments for Today […]
How to Write a Progress Note for an Unscheduled Service
Step by step video guide here: https://vimeo.com/799289931/b1570c96ca Click the search icon, with the client open. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. […]