Example scenarios for branches

Here are some scenarios where branches will help you save time and organize your charts. 

  • By type of general service provided: Example: "mental health treatment" and "substance abuse treatment."
  • By payer type: Example: "insurance" and "private pay" - insurance could also be broken down by insurance company.
  • By demographic type: Example: "adult" and "children."
  • By location: Example: "Downtown" and "Uptown."

To learn more about how to create branches in your practice, check out this article.

If you have any questions, please contact us.

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