Updates Are Headed Your Way!

We wanted to give you a heads up that some changes are coming to your account.  Stay tuned for official update confirmations coming soon!

We've got some great news!  In the next few days, you will see some changes to your account in the following areas: Session Notes Service Codes Read on for a quick overview of what to expect with these updates.

 

Service Codes: New Features & Functionality

  • New location in the menu!  Service Codes will be moving directly into the main menu under "Center" for easier access. (see screenshot above)

  • Manage advanced service code tracking (including caps and assigned usage) via Session Notes

  • Assign caps to multiple clients at once to track number of hours assigned and used

  • Assign caps to multiple users at once to track number of hours assigned and used

  • View running balance for assigned caps per recorded events via session notes, including totals for caps assigned, used and available

  • Service codes will no longer need to be tracked via calendar events

Session Notes: New Features & Functionality

  • In addition to Center Clients and Run Program, you will be able to access session notes from an additional location: Manage Programs

  • Record start/end time for each service code in the session notes

  • SOAP notes

  • Set location and address for each session note

  • Attach multiple files

  • Add multiple signatures

  • Create tags for enhanced search functionality

New Reporting:

Session Notes and Service Codes reporting will be moving to a brand new Dashboard for customized reporting to help you comply with your insurance and regulatory requirements:

  • Export report to PDF, Word, and CSV for Excel

  • Unit usage of service codes balance per client and per user

  • Select the information you want to include in the report

  • Filter the session notes by Service Code, Client, User, Location, Tags, and Date

 

Have questions or issues to report? Our friendly Support team is standing by! Use the support ticket feature in UnitusTI or with the blue “Support” button at the bottom of this page.

unitustisupport@mundopato.com