Clicking the Create button in the Notes tab opens multiple options for generating a note:
Psychiatric Diagnostic Evaluation (PDE)
Step 1: Select the relevant session from previous appointments (shows appointment name, type — on-site or online, and date).
Step 2: Choose data sources: assessment results, EHR data, or intake form.
Step 3: Select CPT code type: Medical or Non-Medical.
Add-ons available: Interactive Complexity, After-Hours Service, Evening/Weekend/Holiday Service.
Step 4: Add description and click Generate Documentation.
Psychotherapy Notes
Step 1: Select session.
Step 2: Choose data sources.
Step 3: Select CPT code: Psychotherapy 30 min, 45 min, or 60+ min.
Step 4: Add-ons: Interactive Complexity, Medication Management, After-Hours Service, Evening/Weekend/Holiday Service.
Step 5: Click Generate Documentation.
Evaluation and Management Notes
Step 1: Select session.
Step 2: Choose data sources.
Step 3: Select either Time-Based or Complexity-Based CPT code.
Step 4: Fill required fields for complexity calculation and click Generate Documentation.