Connecting a Diagnosis for a Client

Register a Diagnosis for a Client

Before you can bill any claim, the client must have a diagnosis registered. There are two forms that will register a diagnosis for a client:

• OBH 00 – Diagnostic Progress Note
  • IMPORTANT – If you are billing more than one session to complete a Diagnostic Assessment, use this Form to bill for the date that you start the DA. Use the OBH 01 – Standard Diagnostic Form to bill the second DOS.
• OBH 01 – Standard Diagnostic Assessment Form

These forms can be accessed via the Calendar when creating an appointment or through the Forms dropdown in the client chart

Choose the form you need under the “Intake” Appointment Type. Once the appointment is scheduled, click on the notepad icon on the Appointment Box to open it.

Select the form from this dropdown. You will also need to set the Date of Service and Start/End times as appropriate.

OBH 00 – Diagnostic Progress Note

This note will allow you to:

• Register a previously existing Diagnosis
• Bill for services while working on the Diagnostic Assessment before it is complete.

OBH 01 – Standard Diagnostic Assessment Form

This is the full Diagnostic Assessment form.

For all insurance billable notes:

• The client will need to have a Primary Insurance assigned in their chart
• The note will need a Date of Service and Start/End Times
• If you Client Location and Provider Location don’t match, you will be prompted to choose telehealth and the claim will be coded as such.
• For session based forms, you can choose more than one Billing Code, but only one unit of each will be applied.

Return to a Saved or Incomplete Diagnostic Assessment (Or Any Saved Note)

Via an Appointment

Simply click on the notepad icon of the appointment.

• As long as the form is not signed you will open the form

Via the Client’s Chart

1. In the Client’s chart, click on Encounter History

   

2. In the list of service dates, click on the Individual Treatment Plan to open your saved note: