Missing Session Notes within the To-Do List
Navigate to the To-Do List tab in the menu bar and select the Missing Session Notes tab on the left-hand side.
Then, click Add Note next to the desired appointment
If the session should be marked missed, select . Then, make any necessary changes to the billing amount and select Missed Appointment.
Related Articles
Missing Dx Within the To-Do List
Navigate to To-Do. Then, select Missing Dx. Here you will have the option to add a diagnosis code or dismiss the alert. When Add Diagnosis Code is selected, another window will pop up allowing you to add the code without leaving the To-Do list. ...Adding / Editing Admin Notes within an Appointment
Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...Paste Previous Note Options
There are two options at the Practice Settings level regarding the "Paste Previous" note feature: Previous Note Select from 5 Previous Notes Please note: this is a global setting for all professionals within the account. After scheduling an ...Enrolling in AI Notes
Enroll in AI Notes - Practice Level For pricing details please review the AI Notes section on our website (https://www.mbpractice.com/ai-notes) To enroll in AI notes, please reach out to support at customersupport@mbpractice.com, so we can enable the ...Customizing Interventions
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review list of global Interventions and activate any of the ones already in the account or add additional ones as needed. ● Within the Codes & Metrics tab, click ...