Allows a user to upload the practice’s logo and also control the relative height and width of the logo so that it appears correctly. It is used on the PDF form when printing from a session, treatment plan or assessment. It will also be used in future releases.

Require Clinical Fields for Sign-Off – This determines if the Activity, Progress and

Impressions fields on the session must be filled out in order to sign-off on a session.

o Prohibit Multiple Sessions per Appointment – If checked, then an appointment may only have a single session created. This may help prevent duplicate sessions in the practice.

o No Sign-Off if Canceled - Does not allow sessions to be created for appointments that are canceled. Furthermore, if a session exists for a canceled appointment it may not be signed-off.

o No Sessions in the Future - Does not allow sessions to be created for appointments that occur on a future date. This helps eliminate mistakes of sessions being created for the wrong appointment.

o Set Applied Minutes to Billable Minutes – If checked, then the applied minutes on the appointment will be updated to the sum of the billable minutes of all sessions for that appointment. This is used to calculated the used minutes on the corresponding authorization (if available). If unchecked, then the applied minutes on the appointment will be equal to the duration and it is the responsibility of the practice to update the applied minutes when needed.

o If checked, automatically updates the applied minutes on the appointment to the billable minutes of the session(s) any time a session is saved. This is

o Time Tracking Synch Method – Select an option to have a time tracking automatically created and synchronized with every new session. See Time Tracking for further details.

o Time Tracking Category – Select the category that is used for all new, automatically created time tracking records for the synch method.

o Only Allow Session Sign-Off if Status Equals – Select a status to prohibit sessions from being signed-off unless the status is a specific value (e.g. Ready for Review). The default is –None- which means a session can be signed-off regardless of the status.

o Session Print Optional Fields – These fields may be included on the Print Clinical Document page from a session if desired by the practice. Simply select which additional fields to include.

§ Appointment Type

§ Billing Provider

§ Billing Provider Credentials – This is a comma delimited list of credential types from the staff member record. The corresponding credential category must have Include for Staff Member Print checked.

§ Therapist

§ Therapist Credentials – This is a comma delimited list of credential types from the staff member record. The corresponding credential category must have Include for Staff Member Print checked.

§ Student Representative Signature – This will include the student

representative’s signature, printed name when it was signed.

§ Therapist Signature – This will include the therapist’s signature, printed name

when it was signed.

§ Location

§ Diagnosis Codes

§ Procedure Codes

o Print Consolidated PDF – If checked and all sessions that are being printed are for a single student, then the header information is only printed on the first page and there is not a new page for each session. This is useful to save paper when printing out sessions for the student. Note that this setting may be overridden on the print multiple sessions page.

If checked and all sessions that are being printed are for a single student, then the header information is only printed on the first page and there is not a new page for each session. This is useful to save paper when printing out sessions for the student. Note that this setting may be overridden on the print multiple sessions page.

Limit Appointment Assignment to Student Assigned Therapist(s) - If checked and a student has one or more assigned therapists listed, then the assigned to on the appointment can only be one of the assigned therapists on the student record. If the student does not have any assigned therapists, then any applicable staff member may be assigned to the appointment.

o Limit Appointment Locations to Student Location(s) – Does not allow an appointment to be saved if the location on the appointment does not match one of the student locations. This does not apply if the student does not have any student locations.