Please note updates to document settings are not retro active.
Place of Service (Single Selection):
Allows users to select one place of service for the document, recommended for most use cases.
Place of Service (Multiple Selection):
Enables users to select more than one place of service when documenting multiple service locations.
Time Recording Method (Not Required):
No time entry is required for the document.
Time Recording Method (Actual Time):
Records the actual time spent providing the service, such as the start and end times.
Time Recording Method (Duration):
Tracks the total duration of the service without requiring specific start and end times.
Time Recording Method (Shift):
Select this option for documenting service time based on predefined shifts.
Can Apply Client Signature:
Allows staff to collect and attach the client’s signature to the document.
Show Client Progress:
Displays a section for documenting the client’s progress toward treatment goals.
Show Site of Service:
Displays the location where the service was provided in the document.
Show Visit Type:
Shows the type of visit (e.g., in-person, telehealth) for the service documented.
Show File Attachment:
Enables the inclusion of file attachments with the document.
Show Dx (Save to Client Profile):
Displays the client's diagnosis and saves it to their profile if applicable. (Please note the staffs role must allow to edit client profile)
Show Risk Assessment:
Includes a section for recording risk assessments related to the client.
Show EBP Codes:
Displays and allows the entry of Evidence-Based Practice (EBP) codes.
Show Service Control:
Displays service control information, such as frequency and type of service.
Show Treatment Plan:
Includes the treatment plan within the document, linking to the client’s overall plan of care.
Show Client Diagnosis:
Displays the client's diagnosis information in the document.
Show Authorizations:
Shows authorizations related to the service, ensuring the correct billing information.
Show Goals (Save to Client Profile):
Displays treatment goals in the document and saves them to the client’s profile when the document is first submitted.
-
The staff role must have permission to manage treatment plans
-
Goals only save on initial submission—not when the document is edited later
Show Common Details:
Displays common details related to the service, such as session notes and other relevant data.
Staff Signature Not Required:
Bypasses the requirement for staff to sign the document.
Bypass Compliance:
Overrides compliance restrictions, allowing the document to be submitted even if certain requirements aren’t met.
Comments
0 comments
Article is closed for comments.