Unable to sign charge slip error: unlinked session note

If you’ve signed your session note, and received an error when attempting to sign your charge slip, it’s possible the session note is not linked to an appointment. Session notes must be linked to the correct appointment in order to sign the charge slip and bill for the session. This article provides a step-by-step guide for how to troubleshoot errors in signing charge slips by identifying when a note is not linked to an appointment and correcting session notes that are unlinked or linked to the wrong appointment.

Identifying unlinked notes

If you attempt to sign your charge slip and you receive the following error message, it’s possible that your session note is not linked to an appointment.

Notes that are linked to appointments will have the calendar icon, and look like this

Notes that are not linked to an appointment will look like this.

 

You’ll notice there is no calendar icon next to the date, August 3rd, indicating that the note is not linked to an appointment. 

Linking existing notes to the correct appointments

If you’ve linked a session note to the wrong appointment or created a session note that is not linked to an appointment, follow the steps below. 

  1. Log in to AdvancedMD
  2. Search the patient by last name, first name
  3. Click the patient’s name 
  4. Navigate to the Timeline
  5. Hover your mouse next to the clipboard icon for the note you wish to move.
    This will highlight the area around the note gray
  6. Click within the grey space next to the clipboard icon
  7. Click the 6 vertical dots that appear to the left of the clipboard icon.
    When you hover over these, your mouse will become crossed arrows
  8. Drag and drop the note to the desired appointment on the timeline
    Untitled.gif

Once the note has been linked, you can go back to sign the charge slip. To do this

  1. Click on the session note in your timeline to open the note.
    You can skip this step if the note is already open
  2. Click Add Linked at the top of the note
  3. Select Charge slip - prefilled
    Screenshot 2024-02-23 at 1.32.04 PM.png
  4. Ensure the charge slip is complete with correct CPT and diagnosis code
  5. Click Sign
  6. Enter the sign-off password 1234
  7. You’ll notice a dollar sign icon appear next to the session note on the timeline once complete

 

 

Was this article helpful?

0 out of 0 found this helpful