Skip to main content
All CollectionsDocumentation & Notes
Invoice + Note requirements
Invoice + Note requirements

Learn how to provide notes as part of your invoice submissions.

Updated over a week ago

Beginning September 24, 2024, a note needs to be attached to every Grow Therapy invoice. This change supports client safety and ensures compliance with updated requirements from our payor partners, which require Grow to have notes on hand to ensure all services provided have the necessary supporting documentation.

Key Points


  • Starting September 24, 2024, every invoice needs to include notes.

  • This change ensures compliance with updated payor requirements.

  • No action is needed if you are currently taking notes using the Grow EHR.

  • If you previously skipped taking notes in the Grow EHR, you can either start taking notes on the platform or attach a notes PDF during invoicing.


Frequently Asked Questions


Why is Grow Therapy requiring notes to be attached for invoice submission? - This is due to our payor partners requiring us to have documentation on hand. It is part of our ongoing commitment to client safety and compliance, ensuring that all services have the necessary supporting documentation.

If I already use the Grow Therapy EHR to document my sessions, is there anything I need to do differently? - No. No additional action is required if you already use the Grow EHR and its templates to record your appointment notes.

Do I have to use the Grow Therapy EHR to document my sessions? - No, you still have the flexibility to document your sessions in an external health record of your choice. However, if you choose to document outside of the Grow Therapy EHR, you will need to attach your notes to your invoice before submission.

When does this change take effect? - The change will take effect on September 24, 2024. After this date, if you document outside of Grow Therapy's EHR, you will need to attach a copy of your completed note to your invoice before submitting it.

What if I have invoices before September 24, 2024, with no notes attached? - Notes for these claims will be subject to the previous Grow rules where, if needed, you'll be required to provide documentation in the event of an audit, a record request, or for quality assurance purposes.

What happens if I don't have a note ready but I want to submit an invoice? - You will not be able to submit an invoice until appointment documentation is attached using the invoice flow.

How do I attach notes taken outside of the Grow EHR? - Please follow the steps outlined in the section below.


Attaching outside notes


Grow encourages providers to utilize the Grow Therapy electronic health record (EHR) for documentation. However, we understand that some providers choose to document their clinical interactions in an external EHR or other record system.

Note requirements

Grow Therapy will require all providers storing information externally to attach a PDF copy of their completed documentation to the invoice before submitting it for payment. Grow Therapy is a covered entity and is subject to HIPAA requirements. A release of information is not required to share records with Grow.

For all notes, providers must include the following administrative elements on each note in addition to the clinical content:

  • Client's name

  • Client's date of birth

  • Date of service

  • CPT code

  • The exact start and stop time of service

  • Provider's name and license

  • Provider's signature with licensure credentials

  • Date and time the note was signed

Additional clinical documentation resources are available here.

Attach a note to an invoice

When submitting an invoice, there is a note step. Select the Skip button since you aren't submitting notes using the Grow EHR template.

When you select this button, a prompt asks you to upload and submit the external notes. Please upload a PDF.

Submitting the notes PDF will bring you to the invoice step, where you can finalize and submit the invoice as you normally do.

Did this answer your question?