Supervision on All Diagnosis tab Sections
All documentation created within the Diagnosis & Assessments tab—including Treatment Plan, Intake Interview, Case Conceptualization, and Assessment—can be sent to a supervisor for review.
This allows clinicians to request supervisory feedback or approval directly from any of these sections. Once a note is ready for review, users can submit it to their supervisor, who will be able to access the document, provide comments, and complete the supervisory sign‑off process according to the practice’s supervision workflow.
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Adding Diagnosis Codes
STEP 1: Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2: Under the Treatment Methods heading, click on the Select Diagnosis Code drop down Begin typing the code/description in the search bar If the diagnosis is not ...
Using the Assessment Section in the Diagnosis tab
Overview The Assessments section in the Diagnosis tab provides clinicians with a dedicated workspace to create, edit, complete, and review all assessment documentation for a client. This area centralizes assessment activity, making it easy to track ...
Adding New Diagnosis Codes to Codes & Metrics
Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select the Diagnosis tab on the right-hand side. Then, choose +Add New Diagnosis. Step 3: Select the type of diagnosis from the dropdown or create a new type by clicking (New). Step 4: ...
Locking the Diagnosis Tab (Treatment Plan, Case Conceptualization, Intake Interview)
Overview Users can now lock each section within the Diagnosis tab to prevent changes after a treatment plan, case conceptualization, and intake interview has been finalized. This feature helps practices maintain documentation accuracy, protect ...
How to Sort Dianosis Codes
Users can now sort diagnosis codes within the Treatment Plan tab of the session note, or the client chart Diagnosis tab. **The first diagnosis code listed will appear on the 1500 claim forms for insurance reimbursement.