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Playbooks

How-tos for behavioral health documentation.

Spravato, MAT, defensible notes, AriaMD setup, PHQ-9 and GAD-7. Written by clinicians on the team.

Psychiatrists

21 guides
  1. How to document naloxone, last use, and UDS in a MAT follow-up

    A MAT follow-up sequence: last use, cravings, UDS plus your response, naloxone in the home, dose decision, and next toxicology. Not the 2026 intake spec.

    • NPs and PAs
    4 min
  2. How to document an MAOI washout and the next start

    MAOI starts need a dated washout from the outgoing serotonergic drug, diet and interaction counseling, the first dose, and a fast follow-up.

    • NPs and PAs
    4 min
  3. How to write and chart a Stanley-Brown safety plan in the visit

    Build the six Stanley-Brown steps in the patient's words after a risk assessment. Chart means restriction, copies, and the review date.

    • Therapists
    • NPs and PAs
    5 min
  4. How to document pregnancy counseling for a psychotropic

    Chart reproductive status, the drug-specific talk, alternatives, the patient's choice, and the monitoring plan. Do not hide this in a checkbox.

    • NPs and PAs
    4 min
  5. How to document clozapine and ANC monitoring

    After the clozapine REMS ended in 2025, ANC monitoring still belongs in the chart: result, interval, dose decision, and neutropenia counseling.

    • NPs and PAs
    5 min
  6. How to write a Spravato or TMS prior-auth clinical

    Prior-auth clinicals win on failed trials with dates and doses, scale severity, contraindications, and the site of care. This is not the session note.

    • Administrators
    5 min
  7. How to document a benzodiazepine taper

    A benzo taper note states why now, the current dose and duration, the written reduction, withdrawal and seizure risk, and the rescue rules.

    • NPs and PAs
    4 min
  8. How to document a first adult stimulant start

    Adult stimulant starts need the ADHD diagnosis basis, baseline BP/HR, cardiac screen, PDMP, diversion counseling, days supply, and a short follow-up.

    • NPs and PAs
    5 min
  9. How to choose time-based vs MDM for a psych E/M note

    Pick MDM or total time before you code. If 90833/90836/90838 is on the claim, MDM is mandatory. Write the basis you used.

    • NPs and PAs
    • Administrators
    4 min
  10. How to document 90833 add-on psychotherapy on a med visit

    90833 needs separately identifiable psychotherapy minutes (16-37), content, and an E/M selected by MDM. One combined time stamp fails.

    • NPs and PAs
    4 min
  11. How to run and chart a lithium monitoring visit

    Lithium follow-up is the trough, the renal and thyroid trend, side effects, interacting meds, and a dose decision that cites those numbers.

    • NPs and PAs
    5 min
  12. How to document a TMS session

    Session-by-session TMS charting: 90867 vs 90868 vs 90869, motor threshold, parameters, side effects, and PHQ-9 course trend.

    • NPs and PAs
    5 min
  13. Documenting a complex outpatient psychiatric medication management visit

    How to chart a polypharmacy, partial-response med-management visit: interval history, regimen list, assessment reasoning, and plan.

    • NPs and PAs
    4 min
  14. Documenting a Spravato session step-by-step

    REMS-aware Spravato documentation: pre-session checks, vitals timepoints, observation, discharge criteria, and a sample template.

    • NPs and PAs
    3 min
  15. MAT note requirements 2026

    What 2026 MAT notes need for buprenorphine, methadone, and naltrexone: intake fields, per-visit items, UDS, and 42 CFR Part 2 handling.

    • NPs and PAs
    4 min
  16. Writing defensible psychiatric notes with AI in the room

    How to edit an AI draft so it does not read as templated: prune filler, vary phrasing, own the assessment, and attest on sign-off.

    • NPs and PAs
    • Therapists
    4 min
  17. C-SSRS scoring and risk documentation

    When to give the C-SSRS, how to score and chart it, and assessment language that holds up if a visit becomes a sentinel event.

    • NPs and PAs
    • Therapists
    4 min
  18. PHQ-9 and GAD-7 scoring and trend documentation

    When to give PHQ-9 and GAD-7, how to score and trend them, and how to keep scores structured for MBC reporting.

    • Therapists
    • NPs and PAs
    3 min
  19. What a psychiatric timeline should hold

    What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

    • NPs and PAs
    • Therapists
    • Administrators
    2 min read
  20. Psychiatry SOAP notes that support medical necessity

    Medical necessity is the right signal, not a long note. How to chart S, O, A, and P so a reviewer can follow the visit.

    • NPs and PAs
    • Therapists
    4 min read
  21. Reviewing mental health service codes

    Review E/M codes 99213-99215, add-on codes 90833, 90836, and 90838, and standalone codes 90834 and 90837.

    • Administrators
    • NPs and PAs
    4 min read

Therapists

10 guides
  1. How to write and chart a Stanley-Brown safety plan in the visit

    Build the six Stanley-Brown steps in the patient's words after a risk assessment. Chart means restriction, copies, and the review date.

    • Psychiatrists
    • NPs and PAs
    5 min
  2. How to document a family or collateral session without turning it into the identified patient's therapy note

    90846 and 90847 are family psychotherapy. Chart who attended, what you did with the family, and keep other people's treatment out of this record.

    4 min
  3. How to document a no-show, late cancel, and the next medically necessary visit

    Missed visits are outreach notes, not phantom 90834s. Chart the miss, the safety check, the policy, and why the next session is still necessary.

    • Administrators
    4 min
  4. How to document a group therapy session for billing

    90853 group notes need a shared session block plus a unique per-member participation, response, and risk update. Copy-paste is the audit.

    • Administrators
    4 min
  5. How to write a DAP note that still shows medical necessity

    DAP notes fail audits when Data is a recap and Assessment is a mood word. Name the intervention, the response, and the treatment-plan goal.

    4 min
  6. Writing defensible psychiatric notes with AI in the room

    How to edit an AI draft so it does not read as templated: prune filler, vary phrasing, own the assessment, and attest on sign-off.

    • Psychiatrists
    • NPs and PAs
    4 min
  7. C-SSRS scoring and risk documentation

    When to give the C-SSRS, how to score and chart it, and assessment language that holds up if a visit becomes a sentinel event.

    • Psychiatrists
    • NPs and PAs
    4 min
  8. PHQ-9 and GAD-7 scoring and trend documentation

    When to give PHQ-9 and GAD-7, how to score and trend them, and how to keep scores structured for MBC reporting.

    • NPs and PAs
    • Psychiatrists
    3 min
  9. What a psychiatric timeline should hold

    What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

    • Psychiatrists
    • NPs and PAs
    • Administrators
    2 min read
  10. Psychiatry SOAP notes that support medical necessity

    Medical necessity is the right signal, not a long note. How to chart S, O, A, and P so a reviewer can follow the visit.

    • Psychiatrists
    • NPs and PAs
    4 min read

NPs and PAs

20 guides
  1. How to document naloxone, last use, and UDS in a MAT follow-up

    A MAT follow-up sequence: last use, cravings, UDS plus your response, naloxone in the home, dose decision, and next toxicology. Not the 2026 intake spec.

    • Psychiatrists
    4 min
  2. How to document an MAOI washout and the next start

    MAOI starts need a dated washout from the outgoing serotonergic drug, diet and interaction counseling, the first dose, and a fast follow-up.

    • Psychiatrists
    4 min
  3. How to write and chart a Stanley-Brown safety plan in the visit

    Build the six Stanley-Brown steps in the patient's words after a risk assessment. Chart means restriction, copies, and the review date.

    • Psychiatrists
    • Therapists
    5 min
  4. How to document pregnancy counseling for a psychotropic

    Chart reproductive status, the drug-specific talk, alternatives, the patient's choice, and the monitoring plan. Do not hide this in a checkbox.

    • Psychiatrists
    4 min
  5. How to document clozapine and ANC monitoring

    After the clozapine REMS ended in 2025, ANC monitoring still belongs in the chart: result, interval, dose decision, and neutropenia counseling.

    • Psychiatrists
    5 min
  6. How to document a benzodiazepine taper

    A benzo taper note states why now, the current dose and duration, the written reduction, withdrawal and seizure risk, and the rescue rules.

    • Psychiatrists
    4 min
  7. How to document a first adult stimulant start

    Adult stimulant starts need the ADHD diagnosis basis, baseline BP/HR, cardiac screen, PDMP, diversion counseling, days supply, and a short follow-up.

    • Psychiatrists
    5 min
  8. How to choose time-based vs MDM for a psych E/M note

    Pick MDM or total time before you code. If 90833/90836/90838 is on the claim, MDM is mandatory. Write the basis you used.

    • Psychiatrists
    • Administrators
    4 min
  9. How to document 90833 add-on psychotherapy on a med visit

    90833 needs separately identifiable psychotherapy minutes (16-37), content, and an E/M selected by MDM. One combined time stamp fails.

    • Psychiatrists
    4 min
  10. How to run and chart a lithium monitoring visit

    Lithium follow-up is the trough, the renal and thyroid trend, side effects, interacting meds, and a dose decision that cites those numbers.

    • Psychiatrists
    5 min
  11. How to document a TMS session

    Session-by-session TMS charting: 90867 vs 90868 vs 90869, motor threshold, parameters, side effects, and PHQ-9 course trend.

    • Psychiatrists
    5 min
  12. Documenting a complex outpatient psychiatric medication management visit

    How to chart a polypharmacy, partial-response med-management visit: interval history, regimen list, assessment reasoning, and plan.

    • Psychiatrists
    4 min
  13. Documenting a Spravato session step-by-step

    REMS-aware Spravato documentation: pre-session checks, vitals timepoints, observation, discharge criteria, and a sample template.

    • Psychiatrists
    3 min
  14. MAT note requirements 2026

    What 2026 MAT notes need for buprenorphine, methadone, and naltrexone: intake fields, per-visit items, UDS, and 42 CFR Part 2 handling.

    • Psychiatrists
    4 min
  15. Writing defensible psychiatric notes with AI in the room

    How to edit an AI draft so it does not read as templated: prune filler, vary phrasing, own the assessment, and attest on sign-off.

    • Psychiatrists
    • Therapists
    4 min
  16. C-SSRS scoring and risk documentation

    When to give the C-SSRS, how to score and chart it, and assessment language that holds up if a visit becomes a sentinel event.

    • Psychiatrists
    • Therapists
    4 min
  17. PHQ-9 and GAD-7 scoring and trend documentation

    When to give PHQ-9 and GAD-7, how to score and trend them, and how to keep scores structured for MBC reporting.

    • Therapists
    • Psychiatrists
    3 min
  18. What a psychiatric timeline should hold

    What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

    • Psychiatrists
    • Therapists
    • Administrators
    2 min read
  19. Psychiatry SOAP notes that support medical necessity

    Medical necessity is the right signal, not a long note. How to chart S, O, A, and P so a reviewer can follow the visit.

    • Psychiatrists
    • Therapists
    4 min read
  20. Reviewing mental health service codes

    Review E/M codes 99213-99215, add-on codes 90833, 90836, and 90838, and standalone codes 90834 and 90837.

    • Administrators
    • Psychiatrists
    4 min read

Administrators

7 guides
  1. How to document a no-show, late cancel, and the next medically necessary visit

    Missed visits are outreach notes, not phantom 90834s. Chart the miss, the safety check, the policy, and why the next session is still necessary.

    • Therapists
    4 min
  2. How to write a Spravato or TMS prior-auth clinical

    Prior-auth clinicals win on failed trials with dates and doses, scale severity, contraindications, and the site of care. This is not the session note.

    • Psychiatrists
    5 min
  3. How to choose time-based vs MDM for a psych E/M note

    Pick MDM or total time before you code. If 90833/90836/90838 is on the claim, MDM is mandatory. Write the basis you used.

    • Psychiatrists
    • NPs and PAs
    4 min
  4. How to document a group therapy session for billing

    90853 group notes need a shared session block plus a unique per-member participation, response, and risk update. Copy-paste is the audit.

    • Therapists
    4 min
  5. Onboarding a 5-provider group practice in week one

    A five-day plan for a small group: workspace setup, provider invites, templates, automations, and the week-one metrics that predict adoption.

    4 min
  6. What a psychiatric timeline should hold

    What a psychiatric timeline should hold (scales, meds, diagnoses, session context) and how to add one without replacing the EHR.

    • Psychiatrists
    • NPs and PAs
    • Therapists
    2 min read
  7. Reviewing mental health service codes

    Review E/M codes 99213-99215, add-on codes 90833, 90836, and 90838, and standalone codes 90834 and 90837.

    • Psychiatrists
    • NPs and PAs
    4 min read

All providers

8 guides
  1. How to document audio-only Medicare behavioral health visits

    Audio-only Medicare visits need modifier 93, home location, and why video was not used. Capability and consent belong in the header, not a later addendum.

    4 min
  2. Setting up your AriaMD voice in week one

    A five-day checklist: what to correct, what to template, and the settings that stop the same edit from repeating.

    3 min
  3. How to chart POS 10 vs 02 and telehealth consent in the note

    POS 10 is the patient's home. POS 02 is telehealth somewhere else. Match location, consent, and modifier 95 or 93 in the same header.

    4 min
  4. How to document interpreter or collateral participation

    Name who was in the visit, in what role, in what language or modality, and which words belong to the patient vs a collateral.

    4 min
  5. Build a custom intake template in 15 minutes

    Build a Nextvisit intake template: editor path, variable tokens, required sections, and when to split into a second template.

    4 min
  6. Privacy and 42 CFR Part 2, what changes in your charting

    What 42 CFR Part 2 requires for SUD records: who it covers, consent, segregation, disclosure logs, and how it changes the workspace.

    5 min
  7. What a psychiatry AI scribe has to capture

    What a psychiatry AI scribe has to capture: DSM-5 templates, live notes, HIPAA handling, EHR export, and audit-ready outcomes.

    2 min read
  8. What matters in a psychiatry AI scribe

    Evaluate psychiatry AI scribes for specialty templates, risk language, and session-to-session context.

    3 min read
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