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Important Note: The following procedure code by degree listings are out of date, please use the following spread sheet for questions what degrees can deliver what services: https://2023.calmhsa.org/procedure-code-definitions/.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 […]
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 […]
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 Complete the Psych/Medical Note for Medication Rx/Client Orders Users
** This article is for Medication Rx/Client Order Users** A new Psych/ Medical Note template has been created for medical staff. The highlights of this note template are: Ability to […]
2024 Psych/Medical Note Template Associated to Procedure Codes
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 […]
How to see a summary of a Client’s Services Notes using Client Abbreviated Notes Report
Once you have selected the client, search for Client Abbreviated Notes Report. You can save this as a favorite. This report can be used as a pseudo split screen that […]