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Category Archives: Tutorials

Removing Saved Dx Codes from EHR Chart 

In order to remove a saved diagnosis code from an EHR chart, follow the steps below. 

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Creating a Discharge Summary in EHR

If you need to add a discharge summary to a patient’s account, follow the steps below. There will not be a charge slip associated with this note. Step 1: OpenContinue reading “Creating a Discharge Summary in EHR”

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Charging for Non-Billable Services

Services provided that cannot be billed to insurance should be billed using this EHR note. This will apply a charge to the patient’s account automatically. You still need to runContinue reading “Charging for Non-Billable Services”

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Completing an EHR Note & Charge Slip

Instructions on completing a basic EHR progress note and charge slip are below.

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Completing a New Patient Assessment EHR Note & Charge Slip

Instructions on completing a basic EHR Initial Diagnostic Assessment for a new patient, and charge slip are below.

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Creating a Misc Note in EHR

If you need to add a miscellaneous note to a patient’s account, such as in the case of a phone call or email correspondence that needs to be documented, followContinue reading “Creating a Misc Note in EHR”

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Deleting an EHR Note

Please note, you CANNOT delete a note within EHR once you have signed it. If you accidentally created a note and have not signed it, you can delete it. StepContinue reading “Deleting an EHR Note”

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Billing & Notating a No Show 

If a patient late cancels (within 24 hours), or no shows to an appointment, you can notate this in our EHR system, as well as process a charge slip toContinue reading “Billing & Notating a No Show “

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Reviewing the Patient Chart on the EHR Side 

Log Into the EHR Side of Psybill. Make sure the EHR box is checked on the login page.  Dashboard: When you login to the EHR side of Psybill, you willContinue reading “Reviewing the Patient Chart on the EHR Side “

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Adding a Document to a Note 

If you need to attach a file/document to a note, follow the steps below. Step 1: Open the patient chart you need to add an addendum to by typing theirContinue reading “Adding a Document to a Note “

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