Customizing your Procedures and Modalities

Customizing your Procedures and Modalities

1. Go to Administration > Select Type of Service (plan)
2. Select ‘Add more Services’

3. Select type of service to be provided. 
4. Start adding Procedures and/or Modalities by pressing the ‘Add’ button. You can search by CPT code or description or by category.

Categories:
Timed Codes
Untimed Codes
SLP
MH – Psychologists
MH – SW
MH – Prescribers
Entire HCPCS Library

Viewing existing Procedures in your library:

1. Select ‘Procedures’
2. Expand the selection by #of items you can view per page.

Your library already contains certain procedures that are defaulted in the system.

The ones on the list that has an ‘X’ button adjacent to it can be deleted.

Viewing existing Modalities in your library:

1. Select ‘Modalities’
2. Expand the selection by #of items you can view per page.

Your library already contains certain procedures that are defaulted in the system. 
The procedures in ALL CAPS are the procedures you added to the library.

The added Procedures and Modalities is now available on the ‘Type of Service to be provided’ on your Plan Section the next time you document.

Deleting Procedures and Modalities

Procedures and Modalities defaulted in the library can not be deleted. Procedures you can delete will have the X button for deletion.

Important Note: Be careful in deleting a service that is used in your documentation. This will permanently remove the service from all your documents and it will also affect your completed notes.

Edit icon in the plan of care

An edit icon is available adjacent to the procedures and modalities in the plan of care. This allows one click redirection to the procedures and modalities section, allowing the user to edit them as needed.The plan of care listings on the patient dashboard also show the ‘source documents’ i.e the documents from which the plan of care was generated (initial evaluation, progress note, reevaluation of daily note). This information is also reflected in the PDF of the plan of care.

1. Click on the ‘Edit’ icon adjacent to the Procedure to add more procedure on your current list.
2. Click on the ‘Edit’ icon adjacent to the Modalities to add more modalities on your current list.

Multiple delete option under procedures and modalities in the Plan of Care

In the past, In Touch EMR allowed users to delete one procedure or one modality at a time. Now, In Touch EMR will allow you to delete multiple items at the same time. To do so, choose multiple items by pressing the CTRL key on your keyboard and left click to select the items. Once selected, right click and click delete. All the selected fields will now delete.

1. Most used list for procedures / modalities now available in the plan of care– Similar to the most used list under ICD-10 codes, you can now identify your most commonly used procedures and modalities and add them to the ‘most used’ list for quick reference.

2. The plan of care pop up now shows upto 50 procedures / modalities at one time, instead of 10

3. Click on the ‘Star’ icon to add the procedure/modalities on your ‘Most Used List’.