One note, optional locked copies

One session is one billable service, billed to the identified patient. The clinician can add a copy to the partner's chart.

Alex RiveraSam RiveraCouples session
Alex Rivera's chart · identified patient
Progress Note
Written around Alex's treatment. Sam appears as context. Billed.
Sam Rivera's chart
Locked copy
Same text as Alex's note. Only if the clinician adds it. Not signed or billed.

A note per identified patient

When both partners are billed as identified patients, each gets their own note. The same model covers groups.

Alex RiveraSam RiveraCouples session
Alex Rivera's chart · identified patient
Progress Note
Written around Alex's treatment. Billed.
Sam Rivera's chart · identified patient
Progress Note
Written around Sam's treatment. Billed.