Family Therapy with 3 or more adults
How can I set up a clinical record for a family therapy session with 4 adults? Telehealth is only from 3 locations (mine included), but I need to keep clinical records for 4 adults in one place. Has anyone found a way to do this? Thank you.
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There is not a straightforward way to do this. I'm working with 4 people who are in 2 couples, so I set up 2 separate couple profiles, each with that couple's personal and billing information. Then I set up a "Group" profile using a "couple" contact template and entering the names of one member of each couple. I bill each couple for their portion through their separate couple profiles and keep all clinical notes in the Group Profile. I can send a Telehealth invite from the Group profile, since the members of each couple are in the same location (so only 3 Telehealth screens). I schedule multiple sessions for the same hour, entering "$0" as the fee for the "Group." That way each couple is automatically billed separately and I just indicate in the separate couple notes that "clinical notes are in the Group file." One complication is that the total number of sessions in the reports section for each month is not accurate (because I'm scheduling 2-3 sessions for the same hour). Hope that makes sense. I assume you could do the same thing by connecting individual profiles of multiple people. It wouldn't be as much of a problem for in-person sessions.
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