Naming Your Notes
Your Attention to the Naming of Your Client Files Ensures Accuracy and Speed of Processing
Intake Forms
LName, FName MM.DD.YY Intake Forms
Doe, John 01.10.18 Intake Forms
If the forms are uploaded as separate sections, replace the words "Intake Forms" with the name of the document being uploaded
LName, FName MM.DD.YY Initial Assessment
(or FaceSheet/ROI/HIPPA...etc.)
If multiple pages are scanned and loaded for a single intake
add 1of3, 2of3...etc. as applicable
Doe, John 01.10.18 Intake Forms 2of3
Session Notes
LName, FName CODE DOS MM.DD.YY
Doe, John 140 01.01.18
ADDING the session count to the end of the name
helps keep track of your units used (#)
Doe, John 140 01.01.18 (3)
If the Note is incomplete add the missing item to the end of the Note name
Doe, John 140 01.01.18 (3) - NOT SIGNED
Monthly Treatment Updates
MM-YY LName, FName (Date Signed) Monthly Treatment Update
01-18 Doe, John 02.10.18 Monthly Treatment Update
These are DUE by the 10th of the month
Include in the update, date emailed to
PO or Case Manager
Discharge Summaries
LName, FName MM.DD.YY Discharge Summary
Doe, John 03.20.18 Discharge Summary
These are DUE within 30 days of closing/termination of a client.
Ensure Signed, Dated and Emailed to PO or Case Manager.