How to Change a Session Note Template

This guide is designed for Admin users and provides step-by-step instructions on how to change the session note assigned to an appointment type or set up a payer-specific session note template override in Theralytics. We’ll walk you through how to access the available session note templates and reassign them to appointment types or configure specific overrides for payers to meet your organization's documentation needs.

TABLE OF CONTENTS

• Changing a Session Note Template for an Appointment Type
• Setting Up or Overriding Payer-Specific Session Note Templates 
• FAQ

Changing a Session Note Template for an Appointment Type

Step 1:  Navigate to the "Masters" Section

From the main menu, select the "Masters" section to begin managing session note templates.

Step 2: Access the "Appointment Types" Menu

In the Masters section, click "Appointment Types" to view and manage all appointment settings.

Step 3: Select the Desired Appointment Type

From the list of appointment types, click the edit icon next to the appointment type you would like to modify.

Step 4: Select a Session Note Template

Under Select Session Note, choose a session note template from the dropdown menu.

Step 5: Save Your Changes

After selecting the new template, click "Save" to apply the changes.

Setting Up or Overriding Payer-Specific Session Note Templates 

This section will guide you through the process of setting up a payer-specific session note template override. When configured, this override will take priority over the appointment type settings, ensuring that the payer-specific session note template is always applied, regardless of the template assigned to the appointment type. 

Step 1:  Navigate to the "Masters" Section

From the main menu, select the "Masters" section to begin managing session note templates. 

Step 2:  Select the Payer to Edit

From the list of payers, locate the payer you wish to update. Click the edit icon next to the payer's name to open its settings.

Step 3:  Click "Payer Activity"

In the horizontal Payer Menu, click "Payer Activity" to access settings related to payer-specific configurations.

Step 4: Select the Therapy Type

From the displayed therapy types, choose the one associated with the session note you want to override.

Step 5: Locate and Edit the Service Code

Within the therapy settings, find the service code associated with the session note. Click the edit icon next to the service code to open its configuration settings.

Step 6: Select Session Note Template

Under Select Session Note, open the dropdown menu and select the session note template you want to assign for this payer-specific override. Ensure this template aligns with the requirements for this payer.

Step 7: Save Your Changes

After selecting the desired session note template, click "Save" to apply the changes. This will finalize the override for the selected payer and therapy type.

By following this guide, Admin users can easily reassign session note templates to appointment types in Theralytics. This ensures that the documentation aligns with your organization’s workflows and requirements. If you have any questions or need additional support, please reach out to the Theralytics support team for assistance. 

FAQ