Sessions are used to record information for an appointment that will be used for documentation and billing purposes. A new session is created from an existing appointment. Typically, an appointment only has one session; however, there may be instances where more than one session is required (e.g. the need to bill out multiple procedure codes).

Once a session has been created and the therapist believes it should be passed onto a BCBA or administrator, the status should be changed to Ready for Review. The BCBA and/or administrators in the practice should periodically run a report or check a “Ready for Review” list in Sessions to see what requires their attention.

While reviewing a session, if everything looks correct, the user can proceed to the next step which is signing off on the session. However, if the information is unfinished or missing, change the status of the session to Incomplete. This will automatically create a task for the therapist listed on the session. It is also recommended that the Administration Comments be filled out explaining what still needs to be done.

Once a session has been signed off, the following occurs. Only users that have the Session Sign-Off permission can perform this action.

1. The status of the session is changed to Completed.

2. The session may no longer be modified. However, Notes & Attachments may still be created.

3. Assuming Send Billing Message is checked, the information is automatically sent to your billing software and a superbill is created in order to generate a claim to the insurance company.