Documenting missed appointments

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Kirk Shelton

• May 01, 2021 15:26

When I mark an appointment on the calendar  as missed, it still allows me to enter either a progress note or a psychotherapy note. 

I’d rather leave a note about a missed visit inside the calendar event, but I want to make sure this won’t cause any issues with insurance or anything. It’s not a “progress note,” surely, but I guess it could be entered as a psychotherapy note since those are mostly private. 

Eh?

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  Ruth

  • May 11, 2021 21:42

  Hi Kirk, unless an insurance payer is conducting an audit and requires you to submit medical records for clients, they won't be able to tell that you've added a progress note, or psychotherapy note, to a cancelled, or no-show appointment. If you've marked these appointments "Cancelled," "Late Cancelation," or "No-Show" they won't be included on batch claims you file from Billing > Insurance > Unbilled Appointments. As you mentioned, even in the case of an audit, the insurance company likely wouldn't request access to psychotherapy notes; however, even if you entered an progress note, this isn't a definite indicator to the insurance payer that your client was actually seen the date of the appointment. 

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