1. Click the template icon and open the 'Packet Navigation' template from the list 
  2. Add the patient’s program to the program field 
  3. Click to open the 'ART Meeting Note' (BH) template from the Packet Navigation 

Adult Recovery Team Meeting Note / CFT Meeting Note

  1. Click on the 'No Show' field if this was a no show and you will be documenting the no show. 
  2. Click on the 'Meeting Location' field choose the location from the picklist provided and click ok to return to the template. 
  3. Click on the 'Attendees' field and type the names of all attendees present. 
  4. Click on the 'Meeting Elements' field choose the meeting element from the picklist provided and click ok to return to the template 
  5. Click on the 'Brainstorming' field and type the discussion that took place during this meeting. 
  6. Click on the 'Family Feedback about the ART' field and type the information from the family. 
  7. Click on the 'Next Meeting Date' field choose a date from the date popup and click ok.

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.
  3. Click on the 'Psychosocial Stressors link to open that window and document the information for that section (if applicable) click save and close to return to the template.

 

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  1. Click on the 'WHO Disability Assessment Schedule 2.0' link to open that template.

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  1. Click in the radio button that best answers each question, click save and close to return to the template.

 

Signature (Provider Signoff)

  1. Each Participant will add their own name in this section.
    1. Click in the box above the 'type' field and select provider from the picklist popup so your name appears in the boxes; add your title to the title field and click add so your name drops into the grid.

Billing

  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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