Telehealth

Where the client was matters more than you think.

A remote session is not just an appointment held differently. It changes what the claim says, and it can change whether you were licensed to hold it at all.

Licensure

You are licensed where the client is

Not where you are. A client who takes their session from another state has changed which licence the work needs, and it is the sort of thing nobody notices until an audit does. Insight Notes records the state the client was actually in.

The claim

Place of service 10 and 02 are not the same

A session the client took at home bills differently from one they took anywhere else. Most software collapses the two; both exist here, because putting the wrong one on a claim is a misstatement, not a preference.

Modality

Video and telephone are recorded apart

A phone session is not a video session with the camera off — payers treat them differently and so does the record.

Documentation

The note does not change

A remote session gets the same note, the same signature and the same co-signature as one held in the room. The modality is a property of the appointment, not a different class of record.

One question, asked at the only moment it can be answered.

Where the client is sitting cannot be read off the address on file, and cannot be reconstructed afterwards without asking somebody to guess about something the practice bills on. So it is asked as they arrive, and it decides three things at once.

Joining from Home, in Washington Her sister's, in Oregon Her car, in Washington

Insight Notes does not host the call

There is no video room here. You hold the session on whatever platform you already use, and Insight Notes records what the session was, where the client was, and what the claim should therefore say.

The client does get a link, and it is worth being exact about what it opens: a check-in, not a call. They confirm which state they are physically in, the practice is told they have arrived, and the session records it. The call itself happens wherever you already hold it.

Adding video means choosing a vendor and signing a business associate agreement with them, which is a decision about who else gets to be in the room with your clients. It is not made yet, and pretending otherwise on this page would be the easiest lie on the site to tell.

The rest of it

Start with the week you are already having.

Set up a practice, put a real week in the calendar, and see whether it fits before you move anything across.

Start free Read the documentation