For client safety and compliance with our payor partners, all invoices from Grow Therapy must include an attached note for submission. Additionally, all therapists who are onboarded on or after May 5th, 2025, are required to document their sessions in the Grow Therapy Electronic Health Record (EHR). This requirement is in line with updated guidelines from our payor partners, which mandate that Grow maintains supporting documentation for all services provided.
Key Points
Every invoice needs to include notes to ensure compliance with updated payor requirements.
All therapists onboarded May 5th, 2025, or after are required to use Grow documentation exclusively.
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 does Grow Therapy require 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? - All therapists onboarded May 5th, 2025, or after are required to use the Grow Therapy EHR to document their sessions. If you're a prescriber or were onboarded prior to this date, 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.
What if I have invoices before this requirement was enforced (September 24th, 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 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.
What if my client needs copies of their medical records that include patient identifiers, medical codes, and provider e-signature data? Grow Therapy's Records team must assist with these requests. The client must sign a HIPAA Authorization form, allowing Grow Therapy to release mental/behavioral health records to the requester.
You can send the request and HIPAA Authorization form, or inform the requester to submit their request directly to the Grow Therapy Records Team via email at records@growtherapy.com. Click here for more information and to download a HIPAA Authorization form.
Attaching outside notes
⚠︎ Note: This feature is available to all prescribers and therapists onboarded prior to May 5th, 2025.
Grow encourages all 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 step to complete your session notes. 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.