After an appointment has occurred you can add a Session Note and Bill that session to Insurance or Private Pay.
Related Video: Write and Bill Session Notes Video
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IMPORTANT: We recommend that you write and bill notes from the Task List icon located on the menu bar on the left.
Write a Note
- From your Task List, you can see all appointments that have occurred and that require notes.
- Select either Create Note or Copy and Create Note.
NOTE: Copy and Create Note will copy over a previous note. This can be helpful if there are little to no changes multiple sessions in a row, then add any applicable changes.
- Create Note will give you the options to select Therapy (billable notes) or Collaborative (non-billable notes).
IMPORTANT: For Therapy notes, you will not be able to save the note unless you include the start and end date and time, Service or CPT Code, location, and have a diagnosis listed.
- Click Save Note when completed. You will receive a notice if needed information is missing. If there are no errors, the Sign and Lock button at the top of the page will enable.
NOTE: Notes must be Signed and Locked in order to bill.
- To access incomplete notes, click the Task icon, then click the Pending Notes tab.
- Incomplete notes have a Red Exclamation Point.
- Click the Edit Pencil icon to edit note.
Bill a Note
- If the note has a Green Check Mark, it is compete, verified, and ready to bill.
- Click $ Bill to submit the claim to be added to the queue.
NOTE: You may not see the $ Bill button if you have a supervisor. They will need to bill the appointment/note from their Management tab in the navigation bar.
- All claims added to the queue will process Monday through Friday at 4:30 p.m. CST.