Documentation & Compliance
These documents must always have a second signer during the wait for credentialing.
What is a BPS and Progress Note
Taking time to connect authentically with a client shows this Harmony Bay core value.
What is Meaningful Connections?
This CPT code is most commonly used for an initial diagnostic interview, often completed by intake.
What is 90791?
Clinicians must complete treatment plans on this schedule: at intake, every 90 days, and annually.
What is the treatment plan cycle?
Treatment Plans require this many signers.
What is three (Clinician → Supervisor → Med Provider)?
Admitting mistakes, correcting errors, and ensuring follow-up is a key part of this value.
What is Taking Accountability?
These codes (90832, 90834, 90837) represent what type of service?
What are individual psychotherapy sessions (30, 45, and 60 minutes)?
To ensure smooth transitions, the intake specialist communicates with this department when linking clients to clinicians.
What is the scheduling/clinical team?
Progress notes must be completed within this timeframe
What is 24–48 hours?
Clinicians and staff demonstrate this core value by keeping documentation timely, accurate, and complete.
What is Professionalism?
This CPT code is used when providing therapy to a couple or family with the patient present.
What is 90847?
If a client misses an appointment, the intake specialist is responsible for ensuring this is documented correctly.
What is marking the encounter as an advanced cancellation, late cancellation, or no-show?
Risk cards are used to track this.
What is client risk level and safety concerns?
When staff focus on problem-solving instead of blame, they show this core value.
What is Living in the Solution?
If a session ends before 53 minutes, where should this be documented?
What is the comment section?
After a clinician writes a treatment plan, this person must review and sign before the medical provider.
Who is the supervisor?
Holds and blocks on schedules must be reviewed and updated this often.
What is every 4 weeks?
Building trust, rapport, and authentic relationships with clients and colleagues represents this value.
What is Meaningful Connections?
Notes for client cancellations or no-shows fall into this category.
What are non-billable notes that can be signed by any clinician?
This type of counseling skill is used to help clients build awareness of their communication style, often practiced through role-play.
What is effective communication?