Intensive Outpatient Program - Group Therapy Workflow
Intensive Outpatient Program - Group Therapy Workflow
Overview: This tip sheet outlines the documentation process for patients in Geode's Intensive Outpatient Program.
Group Therapy
All group therapy participants will be scheduled in a Group Therapy Office 180 slot, with up to 12 participants. IOP providers can document each patient’s individual progress in their chart for sessions attended that day. A Group Note section is also available and any information documented here will save to all participants' charts.
Documenting Group Sessions
Select a participant from the schedule who has been checked in for the Group Session and go to the session note. In the Group note section, enter text macro .groupsessiongroupnote to pull in the documentation template. Reminder: Any information entered in this section will appear in all participant's charts. Do not document PHI or PII.
Once completed, document the individual progress for the patient you selected (name will appear in the top left corner of your screen). Select reason for visit Group Therapy Session to pull the encounter plan into the session note.
This encounter plan will pull in documentation templates to complete in the HPI, Mental Health Exam and A/P sections. PHQ-9 and GAD-7 screenings will be manually sent by the practice assistant to all participants every 2 weeks in advance of their session. Results will appear in the screening section of the session note.
If the screenings were not completed or if you would like to assess the patient at a higher frequency, screenings can be completed during the session by searching for the GAD-7 and PHQ-9 in the search box.
Treatment Plans
Treatment plans can be edited to track progress as needed.
In the lower right corner of a goal card, click Show More. Initially, the goal progress status appears as NO PROGRESS RECORDED by default.
In Goal Progress Status, click Edit
.
Work with your patient to determine the status of their goal. Select an option closest to the status of the goal as they would describe it.
Enter a note with information the patient shares about their progress. Click Update
.The most recent update appears beneath the status entry field. To view all entries, click Show Progress History.
Confirm all information is correct before selecting Update. You will not be able to edit a previously saved update and will need to create a new update to revise the status of a goal.
Once all documentation is completed, navigate to the Sign-Off section to complete billing and close encounter/send for review. Repeat all steps above for all remaining participants on the schedule for that day.
Important Note: Confirm the Group Note is accurate and complete before closing the encounter for any participant. Once the encounter is closed for one participant, the Group Note is locked for all participants. Any edits to the Group Note will require each participant's encounter to be amended and updated separately.
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