Completing Progress Note (CTSS)

Progress Notes can be found by scheduling an appointment, or from the Forms Dropdown in a client's chart. Some are session-based, meaning you one unit is billed no matter the length. Others areĀ unit-based, which means the units billed increase as more time is spent on...

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Individual Treatment Plan (CTSS)

Basic Steps to Completing and Billing a Individual Treatment Plan 1. Schedule an Individual Treatment Plan on the Calendar 2. Start the Individual Treatment Plan from the Forms Dropdown in the Client's Chart 3. Add Goals and Objectives for Client 4. Complete the Individual Treatment Plan 5. Print ITP for...

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Reports > Financial > Collections

The Collections report is our most powerful report. It shows your accounts receivable and a host of other relevant data points. If you're going to keep a pulse on your practice. This is the report to do it. What it Shows The Collections Report can show you: ...

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Adding Authorization Details for a Client

In the client's Chart, click "Edit" next to Demographics Below the Insurance section is the Authorization section Enter the Authorization Number or ID in the Authorization Number field The Modifier, usually HJ, in the Modifier field. This will be added to each CPT code. ...

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Progress Notes

Progress Notes tie together the documentation completed in the Diagnostic Assessment and the Individual Treatment Plan (ITP). Creating a Progress Note These forms can be accessed via the Calendar when creating an appointment or through the Forms dropdown in the client chart [caption id="attachment_6119" align="alignnone" width="286"] Choose the...

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