Clinicians usually do not want to be burdened with administrative work: the front desk registers the client and enters the insurance, the Episode of Care and the authorization. The clinician then needs only two things: a diagnosis, and the encounter.
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Open the client and the Episode
Choose the client (Active Clients list or ), click , then click the Episode in the Episodes list (it opens by itself when it is the only active one).
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Enter the diagnosis
Click the Diagnoses list › . Type a few letters of the diagnosis (or its code), press Enter, choose it from the list, click Enter, then Save. One diagnosis is enough to start. Details: Diagnoses.
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Write the encounter
Click the Encounters list › . Today's date, you as Provider, the authorization and 1 unit are already filled in. Choose the procedure (CPT), the diagnosis (if the client has more than one) and the Location, write the note, and Save. Details: Encounters.
For the next visit, fills in everything from the encounter you clicked, with today's date — you change only what is different.