CILe - Client Information Ledger
Missing Session Notes

Can CILe help me keep track of which session notes aren't done yet?

Yes. CILe produces a listing of all client appointments for which there is no session note done yet, or where the session note is incomplete.

Click "Missing session notes" off of the Therapy menu.


This listing shows you a listing of all clients for whom a session had been scheduled on the Client Schedule screen but have no complete session note. They will show up on this listing if any of the following is true:

  1. The note does not exist at all.
  2. The note is there, but the text portion of the note is completely blank.
  3. The note is there, but is missing critical information (such as Visit or Service) required for claims submission). (Click the "Validate" button to check this one.
  4. The note has the word "Note" as the first word in the text portion of the note. This would happen if you click the "Do Note Later" button on the Session Note screen. This word is CILe's "flag" that there is more that you want to do with this note, even if all of the pertinent information is there. This way, you can't lose track of it, and you can't forget to deal with it.
  5. There is a duplicate note with the same date and time but has any of the above data missing.

I don't do my claims submission for the week until I have this listing cleared. It's just a safeguard to keep me from missing something that needs to be submitted.

 

For more information, contact:
Open Heart Christian Counseling
Sue H. McHenry, LCSW-C
Waldorf, MD 20601
301-751-2058


E-mail
Note: There are occasions when an e-mail may get lost in cyberspace. I answer all e-mails, so please, if you don't hear from me within 24 hours, e-mail me again. Persistence will get you through.

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Last updated June 5, 2009
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