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Create A Client Treatment

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View and create client treatment services for clients associated with the provider's agency.

Details

  • Providers can view treatment information for a client associated with any agency.
  • Beginning with ProviderConnect version 2.191:
    • The Claim/Service Entry workflow (Institutional Claim Entry and Professional Claim Entry forms) replaces the Service Entry/Add Treatment workflow by default. All services originating in both ProviderConnect and Avatar MSO will include (and be associated with) claim-level data.
    • The Tx_HideClaims system configuration item is disabled (set to "False") by default upon installation of ProviderConnect version 2.191, and the new Claim/Service Entry workflow will be used. To preserve the pre-version 2.191 Service Entry/Add Treatment workflow, enable the Tx_HideClaims system configuration item (set to "True").
      Setting Tx_HideClaims to "True" is not recommended without first consulting a Netsmart representative.

  • The service and treatment dates must be covered by service authorizations (service authorizations requests filed in ProviderConnect, and service authorizations filed in the Service Authorization form in Avatar MSO).

  • The provider must be registered in Avatar MSO (Contracting Provider Registration form, Performing Provider's Information section).

Steps

  1. In the Main Menu, click Lookup Client.

  • The Search Criteria screen displays.

  1. Enter the client's name, ID, social security number.

  • Enter no data, and click Search by Criteria to display all clients.

  1. Click Search By Criteria.

  • The Search Results screen displays.

  1. Click a client ID number.

  • The ProviderConnect Demographic screen displays for the client and agency.

  1. In the Client Sidebar menu click Treatment.

  1. Click either Add Professional Claim or Add Institutional Claim.

  • The Add/Edit Claim screen displays.