1. Open Packet Navigation from your preferred templates and add the program.
  2. Click to open the 'Contact Note' (BH) template from Packet Navigation.

Individuals Present

  1. Click in the 'Contact Type' field and choose from the pick list provided, click ok.
  2. Click in the 'Reason for Contact' field and choose from the pick list provided, click ok.
  3. Click the radio button to select if Individual was present or not, If not present select reason not present
  4. Click in the 'Others present' field (as if others were present)
  5. Click in the grid to choose a support resources listed and if there is no one listed in the grid, type the name of a person that might be present.
  6. Check the box to 'Include Support Resources on Document.

Goals, Objectives, and Interventions Addressed Today 

*New Goals and Objections cannot be added or updated from this template, they can only be added or updated in the 'Integrated Service Plan'

  1. Click in the 'Goal today' field and pick the goal from the pick list provided of any goals that were discussed with the client during this visit.
  2. Click in the 'comment' field and click add so it appears in the grid.
  3. Repeat the steps above if there are more then one goal being discussed in this visit.
  4. Plan/Additional Information/Discussion
  5. Click in the 'Plan/Additional Information/Discussion' field to add the discussion that took place with client during this visit.

Plan /Additional Information/ Discussion 

  1. Type any information you have for the plan /Additional Information from Discussion here.

 

Communication

  1. If Applicable: Click to highlight 'Outgoing Call'; click add; add contact type of outgoing call; add name and relationship; click on call reason and select from list; add a comment; save & close template.

 

Assessment/Diagnosis

  1. If the client has a diagnosis, you will click the 'Active Diagnosis' link; highlight a diagnosis from the active diagnosis grid; click Add to Grid; click close. If the client does not have a diagnosis you will click on the 'Diagnosis Code Lookup' link and search for the diagnosis, highlight the diagnosis in the list and click select.

 

 

  1. If there is more than one Active Diagnosis in the active diagnosis list add them (if applicable)

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  1. Add 'Status, Severity, Impression and Specifier' (only add information to these sections if it is applicable)
  2. If the diagnosis in the grid needs to be re-organized - click the sort of button on the bottom to arrange them in the order needed.

 

 

 

Charges

 

  1. Click on the link 'Interpreter, Cultural, Counseling Details' to open the 'Counseling Details' popup.

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  1. Complete each section that is applicable and click save and close - if nothing needs to be documented you can click cancel to close the window.
  2. Click on the down arrow next to 'Start Time' and add the time started; select AM or PM; click ok
  3. Click on the down arrow next to 'End Time' and add the end time; select AM or PM; click ok
  4. Click in the 'Service Code' box and choose the appropriate service code, click ok
  5. Click the 'Submit Code' button and if the document does not automatically generate click the generate button.
  6. Review the document for accuracy

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