Where do other providers document miscellaneous notes on clients? For example, when you send a client discharge letter or contacted the client in regards to their insurance? So not necessarily clinical notes but more administrative information that needs documented for future reference.  Do you create a note in clinical charting or do you use the Notes tab?

Trying to find a solution for non-clinical items to be recorded and easily accessed.  I feel that incase of an audit this information should also be available to show continuity of care.

Thanks!

Are there any practices providing medication management & psychiatric services? 

Our counseling practice now includes a wellness center and I wondering how others have best utilized Procentive documentation to ensure appropriate billing. 

Thank you in advance, 

Linda

Does anyone have any streamlined ways to save communication with the client from the messaging module?  We need to keep all client correspondence on file and there isn't a way to save or associate communication directly from the messaging module.  We end up having to re-document the communication in our client contacts forms.  

Does anyone know if there is a way to not have the system pre-populate the dates "from" and "to" dates in the Clinical Charting module? Staff have been addressed some concerns and so I wanted to reach out to see if there was anyone else who has any ideas to get around this.
Thanks

I am looking for current language for Release of Information. If I recall there was a change in legal language about release of info related to substance use. Does anyone have a current legally approved ROI. I am using one from the sandbox in Procentive but I think the language might be old/outdated?

Wondering if your agency has a specific form within Clinical and Charting that you find that meets your needs for documentation for E/M codes?  Thanks !

My clinic is being asked to submit client records to another facility, which involves hundreds of individual records.  Is there a way to download pdf versions of multiple records at one time instead of opening each record individually?  I know we could easily fax them within Procentive, but we don't currently have the faxing feature.

For agencies using TheraScribe datasets embedded into Procentive - is this working well for you?  

For agencies NOT using them, do you have another treatment planning software that you use? 

Thanks! 

What are others doing for Mental Health Episode closures and incomplete service lists?