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Creating progress note without calendar appointment

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5 comments

  • Brittany L. O’Bryant

    Hi Jennifer! The only thing I can think of is adding it as a chart note (but there is no signature). The other option would be uploading a signed a PDF into a file. 

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  • Jennifer Oetinger

    Ok yes those are some options I can consider. Thank you! I was wondering as well about putting it into my calendar with the service but changing the amount charged for the session to $0? Would this be a problem or affect reports to your knowledge?

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  • Brittany L. O’Bryant

    I have actually done that for things that I didn't want to bill for (super short phone calls, etc). It hasn't given me a problem. You can change their portal access to "inaccessible" and not responsible for billing and then it won't generate an invoice (if my memory serves me correctly). 

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  • Brittany L. O’Bryant

    But I will add that I used Square for billing for a very long time so I might not be the best to report on this. 

     

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  • Jennifer Oetinger

    Sounds good, thank you for your help!

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