Multiple Procedures (Encounters)

PsyTrace allows for the entry of multiple procedures, as well as multiple diagnoses and/or providers for each Encounter. A parameter controls whether a button labeled Dx/Px/Providers appears in the encounter screen. The parameter can be modified via the MokiTool.Exe program (ask your system administrator).

The ability to see the Dx/Px/Providers button means your system is set up to allow for the entry of multiple diagnoses, procedures, and providers for each encounter. To enter additional diagnoses, procedures, and/or providers proceed as follows:

  1. Enter first the Diagnosis, Procedure, and/or Provider associated with the encounter, in the main encounter screen. These entries will be considered primary, i.e., they are the entries that will be counted in workload reports and/or included in the insurance form(s).
  2. Click the mouse over the Dx/Px/Providers button. A screen will display two sides. The left side is the selection side, i.e., the side where all diagnoses that are associated with the client and all procedures you are authorized to choose (per the authorization associated with the encounter) are shown. The right side shows what you select. Note that the screen shows the primary Provider, Diagnosis, and Procedure for the encounter, i.e., the ones already chosen in the main encounter screen.
  3. Assume a client has the diagnoses of Depression and Alcohol Abuse. Assume further that you would like to indicate that you have provided individual therapy for both diagnoses during the encounter and that, in addition, you provided medication management for depression. In this case you enter the diagnosis of Depression and the procedure “individual therapy” in the main encounter screen. In the sub-screen (after you click over the multiple diagnoses/procedures/providers button) you first enter the second diagnosis for the encounter with a simple click over Alcohol Abuse (which is immediately added to the list on the right). Now you click over Depression on the left side, i.e., you choose the depression diagnosis (Depression is highlighted on the right side of the screen). Finally you click over Medication management and you will see that procedure added to the list on the right, where it is clear this procedure is associated with the Depression diagnosis and not with the Alcohol Abuse diagnosis.
  4. To enter multiple providers you can simply select the additional providers, one by one, and you will see them added to the bottom list on the right side of the screen.
  5. To delete erroneously entered diagnoses, procedures, and/or providers, double-click over the erroneous entry.
Copyright © 1999-2026, Antonio Gino, PhD