BillingLegal

Emails and Texts in Case Notes

The Case Note Content and Entry section, of the 2023 Case Notes Guide specifies that emails and text messages should not be copied into case notes (pages 5-6).

Information from texts and emails should be summarized and reflect all significant contacts and information related to the provision of services.

If you have questions about anything TCM-related, please contact us at TCMTeam@medicaidbillingsolutions.com.