Session History Overview

OVERVIEW

The session history screen contains a list of all sessions that have been entered for an individual client.   This overview is a jumping off point for all of the features contained in this screen.  

HOW TO GET THERE  

1) At the Main screen.

2) Highlight the client from the main client list for whom you want to view their Session History screen.

3) Click on the 'Session History' button located on the right side of the screen.  A screen, similar to the one below, will be displayed.  

INSTRUCTIONS

The instructions below are a jump off point to the various features contained in the session history screen.  The session history screen lists each session ever recorded for the selected client in the upper half of the screen and the details of an individually selected session in the lower portion of the screen.

Each of this screens capabilities are outlined below.  Click on the appropriate link for detailed information on that topic.

• Edit a past session.
• Delete a past session.
• Print Progress notes for selected sessions.
• Print a CMS/HCFA (or create electronic claim) for selected sessions. (up to six at a time.)
• Preview a CMS/HCFA for selected sessions.  (up to six at a time.)
• Send electronic claims to National EDI for claims already created.