Samantha Frias
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An error occurred while saving the comment Samantha Frias commentedCurrently, when you change the duration of an appt on the Progress Note, this does not change it on the appointment in the Agenda, so when we do billing, the billed time in the Detailed Attendance Report is inconsistent with the progress note.
An error occurred while saving the comment Samantha Frias commentedPer our contracts, our organization is required to use specific service type codes for No Shows or No Procedure Code. Because of this, our therapists need to change the service type in the appointment before doing their progress note, so that the note refects the correct CPT code. Unfortunately, we find that our therapists often forget this step, sign their notes, and then later have to make corrections on both the note and the appointment. This sometimes means that an Admin has to remove their signature from the progress note in order for them to make the correction, since the progress note and appointment are locked once the note is signed. If there was an option to edit the Service Type when completing the note, this would make this process easier for our clinicians, so they don't miss this extra step.
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82 votesSamantha Frias supported this idea ·
Additionally, I would also like to be able to select the forms that are sent. As it is right now, it will automatically send all intake forms and won't let me uncheck the ones I don't need them to see, like with the Client Portal.