Reports
The two reports you receive every other week before payroll comes out
The productivity report and appointment reconciliation report
What do you do with a paper CANS?
Upload to client's chart
Where to find Clinic info, such as hours, wifi, important phone numbers
Newton Clinic Shared Folder ->
Onboarding, Office Info, and Personnel -> Newton Office Info
How do you use sick time?
Fill out the form, provided by CD or HR. It provides protection for absences and is paid out of PTO bank.
We received a voicemail at 12pm on Sunday that your client needs to cancel their appointment for 6pm on Monday. What do you code this appointment?
98
How do you see all of your unrecorded appointments in one place?
Scheduler -> Record Appointments
What can you do if you cannot record an appointment?
Tell CD
Your client wants a med provider. What do you do?
Email FD with client code requesting the med referral.
Who can waive No Show/Late Cancel fees?
CD
You are scheduling an intake with a client from the waitlist. What are the elements of the appointment on the scheduler you need to check for?
Time
Location
Incident to
Code
TH Modifiers
To pull a report of a list of your Patients
Reports -> System Reports -> Clinical -> Patients
How to add a supervisor to sign after starting the note
Menu top right of page -> Add Participants
FD, CD
What are the approved communication methods for contacting clients?
Nextiva, MYIO portal
Your client calls the morning of their appointment to say they have been hospitalized due to concerning health symptoms. They have BCBS insurance. What do you code this appointment?
991 – then reach out to CD to waive fee
To run the Documentation Completion Report
- Go to Reports
- Select Report Center
- Select Documentation Completion Report (TCN)
- Type your name under Provider
- Click green plus sign next to your name
- Click Run Report Button
How to do an addendum, and how to add supervisor to it
Patient chart -> Documents -> Go to the document -> Action -> Add Addendum -> Document Type -> Addendum -> + -> add Supervisor
You have a client who you think may be a good fit for TMS. How can you submit a referral?
Referral forms located in Newton Clinic Shared folder -> TMS -> email to TMSintake
A client No Showed their intake. Since then, you have made 3 phone call attempts and sent a letter requesting the client call you. Today was the deadline for their call back. What do you do?
Change Provider to Failed Newton
A hospital discharge misses their intake appointment. You see on their discharge paperwork the patient has a prior diagnosis of Bipolar I. What do you diagnose the client before recording the missed appointment note?
0.00 No Diagnosis Entered into EHR
You are writing a note for yesterday’s telehealth session and need to remind yourself of the appointment length. How can you view your Doxy call history?
Doxy -> Meeting History
You have just had a 30 minute call with your 12 year-old client’s guidance counselor. The client has Masshealth. Where do you document this call?
On scheduler, via Mobile notes -> Consultation/Collateral note
You are calling a wellness check on a telehealth client who lives in a different town. Where can you find the local police number?
Newton Clinic Shared -> Safety -> Local Police Department Phone #
Your client is asking for a letter of support for them to certify a new pet as an Emotional Support Animal so they can give it to their landlord. What would you do?
Write a letter stating facts of diagnosis, dates of treatment, stated goals for therapy.
You have just had a 30 minute call with your 12 year-old client’s guidance counselor. The client has Masshealth. What do you code this call?
On scheduler – code as 31 Collateral Contact, H0046, 2 units