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How to Add and Save Daily Notes in RESTORE-Insights

The Updated Daily Note makes documentation faster and easier while ensuring accuracy. Use this guide to complete DSNs efficiently.

Melanie Conlon avatar
Written by Melanie Conlon
Updated over 6 months ago

Ensure Prerequisites are Met

Before initiating the creation of a Daily Note, therapists need to confirm that the following prerequisites have been fulfilled:

  • Open Episode of Care: Ensure that an Episode of Care has been opened for the patient in the system.

  • Completed Evaluation: Submit the evaluation relevant to the discipline involved in therapy.

  • CPT Codes Entry: Enter the appropriate CPT codes during the evaluation process to enable the creation of daily session notes.

  • Patient is Scheduled to You: Ensure your DOR has scheduled that patient to you on the correct date.

Entering Your Note

REMINDER: Be sure you have the correct date selected as you can not adjust once your note is initiated! You will have to request a deletion and re-start.

  • Supervisors: If your facility has a list, you’ll see a dropdown. Otherwise, enter the supervisor’s name and credentials manually.

  • Missed Visits: If a session is marked as missed, billing and additional notes will be hidden, and a reason must be entered before submitting.

Billing Section

Minutes & Notes

  • Codes will auto-populate from the Evaluation, if codes are incorrect, check your evaluation to ensure the proper codes were inputed. If issues still persists, please reach out to our support team.

NOTE: If you add minutes to a billing code, you must enter a note for that code

Understanding the Calculations

  • Total Treatment Time = Individual + Group + Concurrent + Eval minutes.

  • Individual Minutes = Total Treatment Time - Group - Concurrent - Eval minutes.

  • Concurrent Minutes cannot be more than Individual - Eval minutes.

  • Co-Treatment Minutes cannot be more than Individual + Concurrent - Eval minutes.

  • If Co-Treatment Minutes are entered, you must select a Co-Treatment discipline.

Additional Notes Section

  • Some fields are required, and others are optional, depending on facility settings.

Precautions Field

  • Any precautions entered will carry over to the next document, reducing repeated entries.

Finalizing Your Note

  • Complete all required fields and click Submit.

  • If anything is missing, the system will guide you to fix it before submission.

Patient not appearing? If all prerequisites are met, submit a support ticket VIA the purple chat box.

*NOTE: You should still be able to complete the note VIA the "Other Patients" list or manually typing in the patients name in the Patient list within the Daily Notes & Billing tab.

By following these steps, you can document your session quickly and correctly!

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