Free guideFor therapy and case management practices

The playbook for late notes, empty hours and denied claims.

Sixteen pages on what well-run behavioral health practices do differently, with a checklist for every chapter and a plan for your first thirty days.

Notes that hold up. The same session written two ways: one a reviewer pays for, one they take back.
A schedule that stays full. What a no-show really costs, and six habits that prevent them.
Claims that pay the first time. The codes most practices use, and seven denials you can stop before the session starts.
A 30-day plan. One change a week, and four numbers to put on one page.

Written for owners, clinicians, case managers and billers. Nothing in it needs our software, and there is no call to book.

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PDF, 16 pages
20-minute read
No sales call

A look inside

Two pages from it, before you decide.

The playbook is the short version of what well-run practices already do. Here is some of it.

From chapter 1

The same session, written two ways

Will not hold up

Client came in and talked about work stress. Provided supportive listening. Client seems to be doing better. Will continue weekly.

Will hold up

Goal 1: reduce panic episodes. Client reports two episodes this week, down from five. Reviewed thought record; practiced paced breathing in session and client used it without prompting. PHQ-9 is 11, down from 16 at intake. Denies thoughts of self-harm. Plan: continue weekly CBT, add one exposure exercise as homework.

The second note is only a few lines longer. It names the goal, the intervention, the response and a measure. Both examples are made up.

From chapter 3

What no-shows cost your practice

Clinicians

Sessions a week, each

Collected per session, $

No-show rate, %

No-shows cost you about$13,200 a year2.5 sessions lost every week

Sessions a week, times what you collect, times your no-show rate, times 48 working weeks. Chapter 3 has the six habits that bring it down.

Send me the six habits

Inside the playbook

Seven short chapters, each with a checklist.

Use one at your next staff meeting.

Notes that hold up

The golden thread, what every progress note needs, and the same session written two ways.

Treatment plans people use

Measurable objectives, review dates, and the PHQ-9 and GAD-7 on a schedule.

A schedule that stays full

The no-show math for your practice, and six habits that bring the rate down.

Claims that pay the first time

The clean claim, the codes most practices use, and seven denials you can prevent.

The rules, in plain words

Privacy, record requests, telehealth across state lines and supervision.

Choosing software

Twenty questions to ask any vendor before you sign, including us.

Your first thirty days

One change a week, and four numbers to put on one page.

Yours to share

A PDF you can print, or send to the rest of your practice.

Get the free playbookFree. One email address, nothing else.

The software behind it

What the playbook describes, on screen.

The playbook works with any system, or with paper. This is what it looks like when Nuvero does it for you: four of the screens a behavioral health practice lives in.

NoNoggin · Chapters 1 and 2

A note that names its goal

Every session note carries the goal on the treatment plan it worked on and the measure that shows the change, so the golden thread is there without anybody remembering to write it.

Session, group and case management notes
PHQ-9, GAD-7 and more, scored and charted
Co-signing for associates, and a list of what is late

NoProgress noteDraft · saved

Beaumont, CeliaTherapy · 53 minOct 9, 9:30 am

Linked goal

Goal 2 · Reduce panic episodes to fewer than one a week

Objective 2.1 in progress · reviewed 14 days ago

Session

Measures

PHQ-914 → 7

Send for reviewSign

A progress note, linked to its goal. Sample data.

RoRoster · Chapter 3

A calendar that fills itself back up

Recurring sessions, reminders with a link to confirm, and a wait list that is offered the hour somebody cancels.

Recurring series and group sessions
Reminders by email and text
A wait list, and virtual visits on the same calendar

Ro Roster Week of October 5 MR

Schedule P. Idowu, LMFT Main St Book a visit

Mon 5Tue 6Wed 7Thu 8Fri 9

8 am9101112 pm1

Okafor, AmaraTherapy · 53 min

Soto, GabrielTherapy · 45 min

DBT skillsGroup · 6 enrolled

Varga, LenaTherapy · 53 min

Beaumont, CeliaIntake · 90 min

Aldana, MateoTherapy · virtual

Thorne, WesleyTherapy · 53 min

Mbeki, ThandiTherapy · family

Time offOut from noon

Okafor, AmaraTherapy · 53 min

DBT skillsGroup · 6 enrolled

Soto, GabrielTherapy · 45 min

Beaumont, CeliaHeld for you · 9:42

Castellanos, IkerTherapy · virtual

Oyelaran, BisiTherapy · 53 min

A week in the calendar. Sample data.

RcRev-Cy · Chapter 4

The claim follows the signed note

Signing the note creates the claim, and it goes to the clearinghouse from the same screen. Charges and payments sit on the same record as the note, so nothing is typed twice.

A claim created when the note is signed
Electronic submission through the clearinghouse
Charges and payments on the same record as the note

Rc Rev-Cy Friday, October 9 KD

Claims This week Search a claim Send claim

6Created, to send

9Sent

27Accepted

Service date	Client	Service	Code	Provider	Charge	Status
Oct 9	Beaumont, Celia	Psychotherapy, 53 min	90837	P. Idowu, LMFT	$165.00	Created
Oct 9	Soto, Gabriel	Psychotherapy, 45 min	90834	P. Idowu, LMFT	$130.00	Created
Oct 8	Nakashima, Ren	Group psychotherapy	90853	S. Ferreira, LCSW	$55.00	Sent
Oct 8	Oyelaran, Bisi	Group psychotherapy	90853	S. Ferreira, LCSW	$55.00	Sent
Oct 6	Okafor, Amara	Psychotherapy, 53 min	90837	D. Whitlock, LPC	$165.00	Accepted
Oct 6	Lindqvist, Tomas	Case management	T1017	R. Abara, QMHP	$96.00	Accepted
Oct 6	Aldana, Mateo	Psychotherapy, 53 min	90837	P. Idowu, LMFT	$165.00	Accepted

This week's claims: created, sent and accepted. Sample data.

No Caseload R. Abara, QMHP East team Search a client Outreach list

24On caseload

19Seen this month

4Due this week

1Overdue

2Plan reviews due

Client	Level of care	Last contact	Contact due	Authorized units	Plan review
Lindqvist, Tomas	Level 2	Oct 3 · home visit	Oct 17	38 of 60	Nov 20
Haverford, June	Level 2	Sep 11 · phone	Due Fri, Oct 9	12 of 40	Dec 2
Aldana, Mateo	Level 1	Oct 5 · office	Nov 4	6 of 24	Due Oct 12
Ibarra, Lucia	Level 3	Aug 28 · phone	Overdue 8 days	51 of 60	Oct 30
Okafor, Amara	Level 1	Sep 29 · office	Due Thu, Oct 8	9 of 24	Jan 14
Brandvold, Eskil	Level 2	Oct 1 · home visit	Oct 15	20 of 60	Nov 6

A caseload with contact due dates

For case management: who is due this week, who is overdue, and how many authorized units each client has left.

Sample data.

Get the free playbookStart with the guide. The software can wait.

Who wrote it

The people who build Nuvero.

Novarra makes Nuvero, the record system for behavioral health practices: notes tied to the treatment plan, a calendar with reminders and video, and claims that follow the signed note.

The same three problems come up in every practice we talk to, so we wrote down what the well-run ones do about them. Chapter 6 is twenty questions to ask any software vendor, and we answer to them too.

Is the playbook really free?

Yes. You get the whole guide by email as soon as you ask, and you can download it from this page straight away. There is nothing to buy first and no call to book.

Why do you ask for my email?

To send you the guide, and to write to you now and then with practice tips and news about Nuvero. That is the whole trade. If the emails are not useful, one click ends them.

What will you send me afterwards?

The guide, then an occasional email. Every one has an unsubscribe link that works with one click. We do not sell or share your address.

Do I need Nuvero to use what is in it?

No. The checklists work with any system, or with paper.

Who is it written for?

Practice owners, therapists and counselors, case managers, billers and office managers in outpatient behavioral health. It is general education, not legal or billing advice, and your payers and state rules always come first.

What is Nuvero?

Nuvero is the record system from Novarra. For a behavioral health practice it brings the chart, the calendar, claims, messaging and a client portal together, priced per clinician with support staff free. There is more on the Behavioral Health page.

Get the playbook.

Sixteen pages, twenty minutes, free. We email it straight away.

By asking for the playbook you agree to get it by email, with occasional practice tips and product news from Novarra. Unsubscribe with one click. Privacy policy

The playbook for late notes, empty hours and denied claims.

Get the free playbook

It is on its way.

Two pages from it, before you decide.

The same session, written two ways

What no-shows cost your practice

Seven short chapters, each with a checklist.

Notes that hold up

Treatment plans people use

A schedule that stays full

Claims that pay the first time

The rules, in plain words

Choosing software

Your first thirty days

Yours to share

What the playbook describes, on screen.

A note that names its goal

A calendar that fills itself back up

The claim follows the signed note

A caseload with contact due dates

The people who build Nuvero.

Get the playbook.

Read the playbook.
Then see it done for you.

The playbook for late notes, empty hours and denied claims.

Get the free playbook

It is on its way.

The same session, written two ways

What no-shows cost your practice

Notes that hold up

Treatment plans people use

A schedule that stays full

Claims that pay the first time

The rules, in plain words

Choosing software

Your first thirty days

Yours to share

A note that names its goal

A calendar that fills itself back up

The claim follows the signed note

A caseload with contact due dates

The people who build Nuvero.

Get the playbook.

Read the playbook.Then see it done for you.

Read the playbook.
Then see it done for you.