Is PT and OT included in Initial Evaluation?

Navigate to Patient >> Manage patient SOAP notes.

If you are working with a patient, patient notes for that patient will be displayed. Or search patient pop up will open. After searching for required patient, notes for selected patient will be displayed.

Click Add SOAP Notes to add new initial note or click on edit icon under action to modify existing note.

Navigate to PT tab and enter details. Based on entered data 97161, 97162 or 97163 gets added as charges when Update Billing is clicked.

Navigate to OT tab and enter details. Based on entered data 97165, 97166 or 97167 gets added as charges when Update Billing is clicked.

Charges added in transactions after updating billing in PT and OT.