Blog
How to Document Pharmacy Medication Therapy Management Consultations
A practical guide for pharmacists on documenting MTM encounters, comprehensive medication reviews, targeted medication reviews, medication action plans, CMS program requirements, and CPT billing codes 99605, 99606, and 99607.
How to Document Physical Medicine and Rehabilitation (PM&R) Evaluations and Treatment Sessions
A practical documentation guide for physiatrists and PM&R residents covering initial evaluations, progress notes, functional outcome measures, disability ratings, rehab team coordination, and discharge planning. Includes fictional examples and a pre-attestation checklist.
How to Document Physical Therapy Evaluations and Treatment Sessions
A comprehensive guide for physical therapists on documenting initial evaluations, daily treatment notes, re-evaluations, discharge summaries, and Medicare/insurance compliance. Covers outpatient and home health settings with SOAP note examples and common claim denial pitfalls.
How to Document Play Therapy Sessions
A practical guide for child therapists on documenting play therapy sessions where interventions are non-verbal, symbolic, and process-oriented. Covers directive vs. non-directive approaches, developmental themes, parent consultation, and common documentation mistakes.
How to Document PMHNP Sessions and Split Appointments
A practical documentation guide for psychiatric-mental health nurse practitioners covering split appointments, E/M coding requirements, medication reconciliation, risk assessments during med checks, and how to structure notes that satisfy both psychiatric and therapeutic documentation standards.
How to Document Podiatry Patient Visits and Treatment Plans
A practical guide for podiatrists (DPMs) on documenting SOAP notes, diabetic foot exams, wound care visits, orthotics prescriptions, and surgical procedures to meet CMS and Medicare compliance requirements.
How to Document Polyvagal-Informed Therapy and Nervous System Regulation Sessions
A practical guide for therapists using polyvagal theory to document autonomic state assessments, window of tolerance observations, co-regulation interventions, and nervous system flexibility as a clinical outcome in SOAP and DAP formats.
How to Document Private-Pay Therapy Sessions Without a Full EHR
A practical guide for private-pay therapists on what documentation to maintain for liability protection and clinical quality, which note formats work best without insurance overhead, and how to keep your records organized without paying for features you will never use.
How to Document Prolonged Exposure (PE) Therapy for PTSD
A practical guide for trauma therapists on documenting Prolonged Exposure therapy. Learn what to capture across each PE component, how to track SUD ratings over time, what VA auditors and insurance reviewers need to see, and how PE documentation differs from EMDR and CPT.
How to Document Psychedelic-Assisted and Ketamine Therapy Sessions
A practical guide for therapists and clinicians working in ketamine-assisted, MDMA-assisted, and psilocybin-assisted therapy settings. Covers preparation documentation, dosing session notes, integration sessions, informed consent specifics, adverse event reporting, and regulatory compliance requirements.
How to Document Psychiatric Intake Evaluations and Comprehensive Diagnostic Assessments
A practical guide for psychiatrists, psychiatric nurse practitioners, and clinical psychologists on documenting initial psychiatric evaluations and comprehensive diagnostic assessments that satisfy clinical, billing, and audit requirements.
How to Document Psychiatric Medication Management Sessions
A practical guide for psychiatrists and PMHNPs on documenting high-volume medication management visits. Covers note structure, medication change rationale, side effect monitoring, informed consent, treatment response tracking, and coordination with therapists under time pressure.