ADD CODES & METRICS

STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section.

STEP 2: Review the default codes (picture below) to see which ones need to be added for your practice.

STEP 3: You can edit the current codes to have alternative descriptions and/or appointment lengths or you can make any unnecessary ones inactive by clicking on the CPT code within the list.

STEP 4: Add any additional CPT codes by clicking on the +Add New CPT Code button.

●      Service Type → Select the appropriate service type from the dropdown (Intake, Individual, Family, Group) or click on the (New) button to create your own service type.

○      The service type distinction is how the CPT codes will be organized in the dropdown when creating an appointment.

●      CPT Code → Enter the CPT code that you’d like to add to your account.

●      Description → Enter a description for the CPT code.

○      This description is used to help your staff select the correct code when creating their appointments. This description will not appear on the superbills.

●      Length (minutes) → Enter the typical duration of an appointment with this CPT code.

○      When selecting this CPT code from the dropdown within the appointment creation window, the duration of the appointment will automatically reflect whatever length was entered here (note: the duration can always be adjusted as needed).

STEP 5: Create telehealth codes using the appropriate modifier code (e.g., -95, -GT).

●      For practices that conduct telehealth sessions, you’ll want to create additional CPT codes that include the proper modifier code in order to accurately create superbills and/or submit e-claims.

○      First, create a new service type by clicking on the (New) button and then label the service type something such as “Telehealth” or “Teletherapy”

●      Once you have created the “Telehealth” service type, click +Add New CPT Code

○      Service Type → select “Telehealth” from the dropdown

○      CPT Code → Enter the regular CPT code followed by the appropriate modifier (e.g., -95, -GT)

○      Description → Add another differentiator before the code’s description such as “Telehealth; Individual psychotherapy”

○      Length (minutes) → specify the default duration for this type of appointment

STEP 6: Review list of global Routine Outcome Measures (ROMs) and add additional ones as needed.

●      Within the Codes & Metrics tab, click on the Routine Outcome Measures header.

●      Review the list of global ROMs available for immediate use.

●      Click +Add New Routine Outcome Measure button to input your own.

STEP 7: Review list of global Interventions and add additional ones as needed.

●      Within the Codes & Metrics tab, click on the Interventions header.

●      Review the list of global Interventions.

○      For any that you would like to activate, click on the name of the Intervention and then click the “Active” checkbox.

○      By clicking the “Default” checkbox, these interventions will automatically populate for selection within the session notes (see example below).

●      For active interventions that do not have the “Default” checkbox selected, you will be able to add them to specific session notes by clicking on the + button within the note’s interventions section (example below)

●      To add new interventions to your account, click on the +Add New Intervention button and fill out the pertinent fields.

○      Intervention Type → The list of current intervention types will populate in the dropdown.

■      If you would like to create a new intervention type for selection, click on the (New) button.

○      Intervention Description → This is the description of the intervention that will appear on the session note.

STEP 8: Review the global Symptoms list and add additional ones as needed.

●      Within the Codes & Metrics tab, click on the Symptoms header.

●      Review the list of global Symptoms.

○      For any that you would like to activate, click on the name of the Symptom and then click the “Active” checkbox.

○      By clicking the “Default” checkbox, these symptoms will automatically populate for selection within the session notes (same as with the interventions shown above).

■      For active symptoms that do not have the “Default” checkbox selected, you will be able to add them to the session note by clicking on the + button within the Symptoms section (same as with the interventions shown above).

●      To add new symptoms, click on the +Add New Symptom button and fill out the pertinent fields.

○          Symptom Type → The list of current intervention types will populate in the dropdown.

■      If you would like to create a new symptom type for selection, click on the (New) button.

○      Symptom Description → This is the description of the symptom  that will appear on the session note.