Documentation & Notes
Using today's best practices, learn how to manage client charts and document client care.
10 articles
Invoice + Note requirementsLearn how to provide notes as part of your invoice submissions.
Amend or correct a signed noteLearn how to amend or correct a signed note on a client's chart.
Attach files to client chartsLearn how to upload attachments to your client charts.
Discharge a clientLearn how to discharge a client from your practice.
Use client notes as a therapistLearn how to add notes to client charts as a therapist.
Use client notes as a prescriberLearn how to add notes to client charts as a prescriber.
Manage recurring measures & check-insLearn how to manage recurring measures and client check-ins.
Measure client progress with recurring measures & check-insLearn how to use recurring measures & check-ins to elevate your care plans.
Manage treatment plans as a therapistLearn how to establish and manage treatment plans using your provider portal.
Understanding California’s Senate Bill 221Discover what outpatient mental health providers should know about California's Senate Bill 221 and its impact on your practice.