Clinical
Document a group of twelve once.
Group is where PHP and IOP programs spend most of their clinical hours and most of their documentation time. Take attendance, write the group content once, then individualize each participant's response.
Attendance drives the claim. Who was present becomes what gets billed.
One session, twelve records
Take attendance once. The roster becomes twelve notes and twelve claim lines.
Group is where PHP and IOP programs spend most of their clinical hours and most of their documentation time. Here the session, the notes, and the billing all come from the same event.
Written once
The shared clinical content
Topic, curriculum, interventions delivered, and the facilitator's observations of the group as a whole.
- Topic and curriculum reference
- Interventions delivered
- Group process observations
- Duration and modality
Written per person
The individual response
What each participant contributed, how they engaged, and what it means for their plan.
- Participation and engagement
- Response to the intervention
- Link to a treatment plan objective
- Clinician signature
Audit exposure
Identical group notes are the fastest way to lose a group claim.
Twelve notes that read the same are the clearest possible signal to a reviewer that documentation was produced in bulk. The individual response field is what separates a defensible group note from a cloned one — and note similarity flagging catches the ones that drift.
Attendance is the billing record
Group claims are denied on attendance discrepancies more than on clinical content.
When the roster, the notes, and the claim come from three different places, they disagree eventually. Here they are one record, so what was billed is what the sign-in sheet says.
Questions
Common questions.
How do group notes work for PHP and IOP?
You take attendance once, write the shared clinical content once — topic, curriculum, interventions delivered and the facilitator’s observations of the group — and then individualise each participant’s response. One session becomes twelve notes and twelve claim lines from the same event.
Does the roster drive billing?
Yes. Attendance is the billing record: present, late and excused are timestamped per participant, so a group of ten present, one late and one excused produces eleven billable units in one click, and the sign-in sheet, the notes and the claim can’t disagree.
Won’t twelve group notes look identical to an auditor?
That is exactly the risk. The individual response field is what separates a defensible group note from a cloned one, and note similarity flagging catches the notes that drift toward each other before a reviewer does.
Works with
It runs on the same record as the rest of the platform.
Clinical
Charting & forms
Most systems give you their note types and wish you luck.
Read more →Operations
Scheduling & groups
Individual sessions, recurring groups, and full IOP tracks on one calendar — with authorization status, clinician credentials, and telehealth links attached to the appointment itself.
Coming soonAudit & compliance
Note similarity flagging
When two notes for the same patient are nearly identical, an auditor reads it as care that may not have happened.
Coming soonGet started
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