Step 1: Login to AccelTrax with the information provided by the Director of Recreational Therapy. Select the date you are submitting a progress note for. Select Start Visit.
Step 2: Select the box next to the individual(s) you are creating the note for. You can create a note for more than one individual at a time.
Step 3: Select the time started and ended for the session. Be sure to include the documentation time (15 minutes for every 45 minutes per session.) Select the Task Code: 4000 – RETH.
Step 4: Select Service Note. In this note, type what occurred during the session.
Step 5: Select Goals. Select all of the goals that were worked on during the session. For each goal, you must select a Prompt, Outcome, and Count. You must have all of these selected. If you do not, there will be a red X above the missing item. You will not be able to submit your note until all boxes are filled. Select Done.
Step 6: Select Submit Work at the bottom left side of the screen.
Step 7: To submit mileage, select the pencil icon. If you do not have any mileage to report, select Continue Submit Work.
Step 8: Under Staff Miles, enter the number of miles driven with the individual in the car. Under Comment, enter the locations that were driven. Select Continue Submit Work at the bottom left of the screen.
Step 9: Once the bar is green, it indicates that the note is fully submitted. All bars must be green for the note to be fully submitted and processed for billing.
