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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

9 guides
  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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

5 guides
  1. 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
  2. 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
  3. 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
  4. 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
  5. 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

9 guides
  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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

3 guides
  1. 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
  2. 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
  3. 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

4 guides
  1. 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
  2. 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
  3. 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
  4. 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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