How to Complete the Psych/Medical Note Template

A Psych/ Medical Note template has been created for medical staff. The highlights of this note template are: Ability to push from certain sections of the previous “Psychiatric Note” template. […]
2024 Psych/Medical Note Template Associated to Procedure Codes

Considerations for Choosing Procedures/ Services

Under Service Code Definitions which is broken down by role, you can learn about the procedure code for services and their definitions NOTE: This information should be considered as high-level […]
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Important Note: The following procedure code by degree listings are out of date, please use the following spread sheet for questions what degrees can deliver what services: https://2023.calmhsa.org/procedure-code-definitions/.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 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 […]
How to Document Your Attending/Rotating Supervisor on Your Services

If you have a single supervisor, you do not need to do anything to designate your supervisor on your services. Your system administrator will have added your supervisor to your […]
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 Schedule Multiple Staff for a Single Appointment

Medication support appointments often include a nurse and a prescriber both in attendance. Since each service appointment is tied to a specific service, you’ll need to create a separate service […]
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 […]