✍️Manual Note-Taking & Documentation Guidelines
This section outlines how to complete and manage manually documented notes, use Healthie’s auto-population features, update appointment status, and access Berry Street’s NCP-based Intervention Sma
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Manual Notes (Non–Charting Assistant Users)
If you’re not using the Berry Street AI Charting Assistant, you’ll need to keep manual notes.
Follow the instructions in this recording to do so.
NOTE: Healthie Notes: Auto-Population Logic
Berry Street’s Healthie intentionally repopulates your previous note when using the same template.
Example: When using the MNT F/U Note for follow-ups will carry over the previous note— just update the sections that have changed.
If you switch to a new template, the note will be blank.
Appointment Status & Compensation
After saving a note, the calendar will show the appointment as “written.”
You will not be compensated until the appointment note is properly completed and saved.
If you are using the Healthie Zoom, you must update the appointment status and enter the total appointment duration manually.
NOTE: Berry Street cross-references Zoom duration with the entered time to ensure accurate billing.
Intervention Smart Phrases
Berry Street provides NCP-based Intervention Smart Phrases.
To access:
Click the light bulb icon in the note, or
Visit the Berry Street Drive NCP-based Intervention Smart Phrases.
Customize phrases to match your recommendations.
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