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Universal Charge Data Invoice (CDI) Mental Health Program Outpatient Services 2026
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- Click ‘Get Form’ to open the Universal Charge Data Invoice in our editor.
- Begin by entering the 'Clinic Name' and 'Reporting Unit' in the designated fields. Ensure that these details match your records for accurate billing.
- Fill in the 'Service Date' to indicate when the service was provided. This is crucial for tracking and compliance.
- Input the 'Client Number' and 'Client Name' as they appear in your medical records. Accuracy here is essential to avoid discrepancies.
- Select the appropriate 'Procedure Code' from the provided list, ensuring it corresponds with the service rendered.
- Document the 'Primary Staff Time' and, if applicable, enter details for any co-staff involved, including their time spent on services.
- Indicate the 'Service Location' using the correct code from your reference materials, ensuring consistency with interdisciplinary notes.
- Complete any additional fields such as EBP/SS codes, pregnancy or emergency indicators, and check for duplicate services if necessary.
- Finally, ensure all entries are accurate before signing off with your name and date of entry. Click ‘OK’ to finalize your submission.
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