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Dashboard
Total Participants
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Active Goals
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Notes This Month
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Recent Participants
Name
Program
Status
Added
Participants
Name
DOB
Program
Status
Case Worker
⛔ Non-Billable per OMHSAS-24-05 §E(1)(f)(vi): Unsuccessful contact attempts must be documented but are non-compensable. These records do not appear in the Claims Queue.
Group Session Notes
Date
Group Name / Topic
Facilitator
Attendees
Duration
Units/Participant
Signed
Billing & Claims
Date
Participant
Type
Code / Mod
Units
Charge
Rendering CPS
Auth Status
Claim Status
Claim Ref #
Track CCBH prior authorizations for H0038 per participant. Units used are calculated automatically from signed individual and group session notes within the authorization date range.
Participant
Auth #
Date Range
Units Approved
Units Used
Remaining
Status
These settings appear on every exported claim line. Leave fields blank until your CCBH contract and provider enrollment are finalized — the Claims Queue will still track every billable encounter.
Organization / Billing Provider
Clearinghouse
The Claims Queue CSV export contains all standard 837P-relevant fields. Match column layout to your clearinghouse import template.
Procedure Code Modifiers
One per line — format: CODE - Description. Modifier FQ (audio-only telehealth) confirmed per OMHSAS-24-05. HQ (group) confirmed per OMHSAS PSS billing rules.
Per-Participant CCBH / Authorization Info
Select a participant above to view or edit their authorization details.
Forms & Templates
Template Library
Completed Forms
Participant
Form
Type
Date
Completed By
Staff Records
Total Staff
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Active CPS
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Supervisors / MHP
—
Certs Expiring (90 days)
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Name
Role
CPS Cert #
Cert Expires
Individual NPI
Phone
Email
Hire Date
Status
Reports
to
⚠️ Compliance Gaps
OMHSAS-24-05 documentation requirements
📊 Service Utilization by Participant
Participant
Individual Sessions
Group Sessions
Total Units
Auth Units
Auth Remaining
Last Contact
Days Since Contact
👤 Units of Service by Staff
Staff Member
Role
Ind. Sessions
Grp. Sessions
Total Units
📅 Monthly Session Summary
Month
Individual
Group
Participants Served
Total Units
Building reports…
Admin — User Management
Staff Accounts
Email
Name
Role
Add Participant
Add Note
Individual Progress Note — OMHSAS Peer Support Services
⚠ Per OMHSAS requirements, this note must be completed and signed within 24 hours of the service date.
Session Information
For transit/community locations, select 99 and note below.
Required by OMHSAS-24-05 when service is in transit or a community location.
ISP Goals & Objectives Addressed
Select all ISP goal areas addressed this session and document the intervention/progress for each. At least one is required.
Overall Session Summary
Signatures
MHP / Supervisor Review
Per OMHSAS-24-05: ISPs, 6-month summaries, and discharge summaries require MHP co-signature. For standard progress notes, supervisor review is best practice — document here if reviewed.
Form Template Builder
Form Fields
No fields yet — click "Add Field" to begin.
Complete Form
Completed Form
Add Staff Record
Credentials
Contact & Employment
Individual Peer Recovery Plan (IPRP)
Plan Information
OMHSAS-24-05 Eligibility & Authorization
Participant Profile
Recovery Goals & Action Steps
Click "Add Recovery Goal" to begin building the recovery plan.
Signatures & Attestation
Upload Document
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Log Contact Attempt
This record is non-billable per OMHSAS-24-05 and will NOT appear in the Claims Queue. It is kept in the participant's record to document due diligence in attempting to reach the individual.
Reminder: Per OMHSAS-24-05 §III.B, unsuccessful contact attempts are non-compensable and must NOT be billed to Medicaid. This log fulfills the documentation requirement without generating a billable claim.
Add Billing Entry
Group Session Note — OMHSAS Peer Support Services
⚠ Per OMHSAS requirements, this note must be completed and signed within 24 hours of the session date. Billing modifier HQ is required for all group sessions.
Group Session Details
Attendance
Select all participants who attended this session. Only enrolled participants are shown.