Provisional Therapist Encounter Workflow

Provisional Therapist Encounter Workflow

Overview

Encounters documented by provisionally licensed therapists must be reviewed by a Supervising Therapist.

Step-by-Step Instructions

Provisionally Licensed Therapist: Document and Send for Review

After seeing the patient:

1. Complete the documentation.
2. Navigate to the Billing tab and complete billing.
3. From the Sign Off stage, click the dropdown arrow in the top right.
   
4. Select Send for Review.
   

1. Search for and select your assigned Supervising Therapist.
   
2. Click Send for Review to route the encounter.
   

2. Supervising Therapist: Review Encounter

Locate the encounter:

1. Go to your Clinical Inbox and open the Encounters bucket.
2. Select the encounter:
3. Clicking the encounter should open the Documentation stage. (If you see a green Go to Sessions button in the top right corner , click it to access the documentation)

                If Edits Are Needed:

1.  From the Sign Off stage, click the dropdown arrow and select Send for Review. (see screenshots above)
2.  Search for the provisionally licensed therapist's name.

 Important: Ensure the provisional therapist's department is selected in the department dropdown to locate their name.      

If No Edits Are Needed:

1. From the sign-off page select the billing tab
   
2. 
3. 1.) Click on the billing tab to expand the billing. 
   
   2.) DO NOT ENTER ANY BILLING INFORMATION
   
   3.) CLICK SAVE AND MARK REVIEW

                        4.) Click Done to sign off on encounter

                 

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