Couples, Marriage, and Family Therapy

Clinicians who engage in couples therapy can handle couples therapy in two ways. Option 1 includes a patient chart, note, and billing for the primary partner or family member only, whereas option 2 includes a patient chart, note, and billing for both partners or family members.

Option 1 

Create a patient chart, complete notes, and bill for the primary partner or family member only

Add Primary Patient Chart 

Decide which person in the couple serves as the primary patient. Add the primary party as a patient by clicking PATIENTS > “+Create New Patient”. Assign a clinician to the patient and fill out the “Patient Information” section. Under the “Contacts” section click the blue “+Create New Contact” button. Add the partner’s information. Click the green “Save New Patient” button. 

Scheduling Appointments 

Click SCHEDULING > “+Create New Appointment”. From the “Type” dropdown select the type that corresponds with couples therapy service codes in your account. To learn how to add service codes, see this article. Enter the primary patient in the “Patient” field and complete the rest of the fields accordingly. If desired, input the partner’s name in the “Appointment Alert” field. Click the green “Create Appointment” button. 

Notes 

Complete the note that corresponds with the scheduled appointment. Click “Edit” in the upper right of the note header. From the “Participants” dropdown select “Client and Others”. In the “Other Attendees” field enter the partner’s name. Click the green “Update Note Header” button. Finish the note as usual, inserting any information about the partner where appropriate. Write N/A in any field where additional information is not applicable. 

Billing 

Once the appointment is on the schedule the system automatically generates a billing line item in primary patient’s chart under the “Patient Billing” tab. 

Option 2

Create a patient chart, complete notes, and bill for both partners or family members

Add Patient Chart for Both Partners or Family Members 

Click PATIENTS > “+Create New Patient”. Assign a clinician to the patient and fill out the “Patient Information” section. Click the green “Save New Patient” button. Follow the process for the other partner. 

Scheduling Appointments 

Make sure your account has service codes for couples therapy saved under Group Therapy. To learn how to add service codes, see this article. Click SCHEDULING > “+Create New Appointment”. From the “Type” dropdown select “Group Therapy”. Add both partners into the “Patients” field. Fill out the rest of the fields accordingly, then click the green “Create Appointment” button.    

Notes 

Complete the corresponding group therapy progress note for each partner.   

Billing 

Once the appointment is on the schedule the system automatically generates a billing line item in each partner’s chart under the “Patient Billing” tab.  

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