Documentation requirements to get paid in the provider portal

To ensure you receive payment for your sessions, the documentation process is straightforward and hassle-free. Here's what you need to know:

Key Requirement: Signed Billable Note

The only documentation you need to complete and sign to get paid for a session is the billable note. This includes all billable notes (initial assessment, progress note, SOAP note) and the missed appointment note. 

Steps to Ensure Payment:

  1. Complete the Note: After each session, fill out the session note thoroughly. Include all necessary details about the session, such as the date, time, and summary of the services provided. For missed appointment notes, this documents that the client did not show for their appointment.
  2. Sign the Note: Once the session note is complete, make sure to sign it. Your signature verifies that the session occurred and that the details in the note are accurate. 

You do not need to fill out a separate charge slip to get paid. The signed note is sufficient documentation for processing your payment.

Unsigned Notes

To ensure you receive payment, please review any incomplete notes. You can identify these by navigating to the Client Chart and clicking on the Notes and Documents tab.

Unsigned notes will be labeled as Complete progress note/initial assessment/SOAP note.

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Open the note to complete and sign it.

By following these simple steps, you can ensure that you receive payment promptly and efficiently for your sessions. 

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