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 […]
Choosing Procedures

Since July 1st ,2023, CalAIM/DHCS has released new changes in the CPT codes. We have provided a Outpatient MD Nurse Documentation Quick Guide (PDF) under the Prescriber, Nurses and Inpatient […]
Service Code Definitions

Clicking on your degree will give you a list of services you can provide with descriptions of those services.
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 […]
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. Type in “Services/Notes” in the search bar. Click on “Services/Notes (Client)” in the search results. This opens the service […]
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 Create a Favorite Service Note (or Other Clinical Document)

Navigate to the Service tab, enter the information you want saved in your favorite, (e.g. program, procedure code, location, mode of service, etc.) Click the Add Favorite icon. Enter the […]