IEP Evaluation (Diagnostic Assessment)

IEP Evaluation (Diagnostic Assessment)

  1. Drag the client’s name to his/her initial appointment time.
  2. When the appointment window pops up, change the Category to “Evaluation” – the CPT code will automatically change to “T1018 – IEP Mental Health Evaluation.”
  3. Click save.
  4. On the calendar, click the Notepad icon (Notepad) on the client’s appointment and you will be taken to our diagnostic assessment form.
  5. Fill out the Evaluation, including “Minutes Spent” and click “Save” or  “Save & Sign.” Note: Once an evaluation has been signed, it cannot be changed.
  6. If the evaluation is completed on a different day than when it started, the you will need to update the Date of Service before Signing.