Setting Up Defaults in your Caseload

Setting Up Defaults in My Caseload


You can now set up defaults in My Caseload. You can do this by going to My Caseload and finding the enrollment that you want to set defaults up for. 

Once you select the enrollment you will be taken to the defaults screen.

In this screen you are able to set up a service Nickname, create a default note that you want to populate each time you enter a note for that specific enrollment.

You can also tell CPSE Portal how you want the sessions billed. 

You can set up default Service Setting and Locations as well.

Lastly, you are able to set up Default CPT and ICD10 codes that will automatically populate when you enter a session note for this enrollment.

Once you have created all of the defaults that you want displayed for the enrollment you will need to click Save.