New Patient "GA" Therapy Encounter Workflow
New Patient "GA" Therapy Encounter Workflow
1.Data Reconciliation.
• Reconcile all data with a red bar as this indicates patient has updated information.
o If it is not filled out by the patient’s history (family, social, and past medical) must be filled out manually.
2.Reason for Visit:
• Must choose one symptom or diagnosis but may also free type a CC sentence.
• Must use an appropriate encounter plan:
o Initial Therapy Office Visit
o Initial Therapy Telehealth Visit
· Once determined which visit type please add-GA Initial Therapy Encounter(Non Prescriber)
3. HPI Section:
• .therapyHPI macro will populate from the encounter plan.
4. Screening Questionnaires:
• Complete PHQ-9 and/or GAD-7 if appropriate
• Review C-SSRS or complete manually
5. Physical Exam Section:
• Use the “Mental Status Exam” selecting pertinent positives and negatives.
6. Procedure Documentation
• Use if necessary for scales such as Mini Mental Status Exam, AIMS, MOCA, Y-BOCS.
7. Assessment & Plan Section:
• The .therapyassessment Macro will populate with the encounter plan.
• Add the patient’s diagnosis (must be appropriate and billable).
• May also use .Telehealth and .InteractiveComplexity macro(s) if indicated
• Enter referrals in this section as needed.
When a note field in the A/P section has not been marked as confidential, a
icon displays with the words "Visible to everyone."When a note field is marked as confidential (locked), a
icon displays with the words "Not visible to patient and family" and the reason it was locked.
8. Discussion Note
• The .therapyplan macro will populate with the encounter plan. Include the clients agreed upon treatment goals and the next steps to achieving them.
• Add Safety plan if necessary. May use .safetyplan macro.
9. Follow-up Section:
• Schedule next visit with patient.
10. Sign-Off Stage of Encounter
• Complete billing section, review, and Close encounter (or send for review)
Related Articles
New Patient Therapy Encounter Workflow
New Patient Therapy Encounter Workflow 1.Data Reconciliation. • Reconcile all data with a red bar as this indicates patient has updated information. o If it is not filled out by the patient’s history (family, social, and past medical) must be filled ...New Patient Prescriber Encounter Workflow
New Patient Prescriber Encounter Workflow 1.Data Reconciliation. • Reconcile all data with a red bar as this indicates patient has updated information. o If it is not filled out by the patient, Allergies, medications, and history (family, social, and ...Therapy (Non-Prescriber) Encounter Workflow: New Patient/Follow-Up
Therapy (Non-Prescriber) Encounter Workflow: New Patient Intake: Data Reconciliation Review patient intake tabs. You will see an option to reconcile any data that your patient completed in Epion. Data Reconciliation steps: A RED alert bar appears on ...Prescriber Encounter Workflow: New Patient/Follow-Up
Prescriber Encounter Workflow: New Patient Intake: Data Reconciliation Review patient intake tabs. You will see an option to reconcile any data that your patient completed in Epion. Data Reconciliation steps: A RED alert bar appears on the left side ...GA Therapy Supervision Workflow in Athena
GA Therapy Supervision Workflow in Athena Practice Assistant Workflow: · PrAsst will receive communication about meeting time from the Supervising Therapist · An appointment will then be scheduled using the Supervising Therapist patient on the ...