Behavioral Health

Attest and Send Attestation Requests

athenaClinicals

As a behavioral health provider, complete the following to attest to a finalized treatment plan.

Important: Depending on your organization's policies, you may be required to send a copy of the treatment plan to your patient and/or supervising providers for additional attestation. If needed, you can select the patient's contact information and/or designate supervising providers from within the attestation workflow. When you attest, your patient and/or supervising providers will receive a copy of the plan for attestation. Check with your organization to determine whether patient and/or supervisory attestation is required.

Create and send an attestation artifact

Locate Attestation Artifacts in a treatment plan. Click Add to the right of the section title. athenaOne generates an attestation artifact, which opens to the right.
In the artifact, review the PDF copy of the treatment plan and the attestation statement.
If you need to send a copy of the treatment plan to your patient for attestation, verify that you have a contact method available.
- Contact method and consent available: If the patient has a mobile number or email address in Quickview and has given your organization consent to contact them, their contact information appears in Send Treatment Plan Attestation Requests | To client or guardian beneath the PDF viewer. Select the patient's mobile number or email address.
  
  Important: If "There are no consented contact methods" appears in Send Treatment Plan Attestation Requests, either the patient hasn't supplied a mobile number or email address or they haven't given your organization consent to contact them.
  
  You will be unable to send a copy of the artifact to your patient until you correct this issue. See Patient contact method issues beneath this procedure for next steps.
You also have the option to send the treatment plan to supervisor providers for attestation. Click To providers and select one or multiple providers to include in the attestation process.

Note: If you need to update the treatment plan, click Cancel at the bottom of the screen to stop the attestation process. Update the treatment plan and then create a new attestation artifact.
Click Attest.

Patient contact method issues

If your patient has no mobile number or email address in Quickview, or if they have not given your organization consent to call or send health notifications, an error message appears in Send Treatment Plan Attestation Requests.

If this appears, you won’t be able to send a copy of the treatment plan until these issues are resolved.

To resolve:

Update the patient’s contact and consent information if given: Before your patient leaves the session, discuss the best method for you to send them a copy of the treatment plan to review.

If the patient provides you with a mobile number or email address and also gives consent to contact them:
1. Click the Menu button and select Quickview.
2. In Quickview, scroll down to Contact List & People with Portal Access and check for a mobile number or email address. Click Edit .
3. In contact details, enter the patient’s Email and/or Mobile phone number.
  
  If the patient provides a mobile number and consents to be contacted, scroll down to Texts and select Yes.
4. Scroll down and click Save.
5. Also update the patient’s privacy settings. In Quickview, locate the Privacy section and click Manage Privacy.
6. In Privacy Information, scroll down to Communicator Automated Messaging Preferences.
7. In Health Notifications, select Email and Text Message check boxes. Scroll down and click Save.
  
  You can now send an electronic copy of the patient's treatment plan to them when you attest.

Obtain attestation if no consent or contact information is given: Check with your organization for the preferred method to obtain patient attestation in these cases. If there is no method, ask if you can print a copy of the treatment plan for the patient to sign. To print:
1. Create an attestation artifact. Click the double arrows to the right of the artifact to open it.
2. In the PDF viewer, click Print or Download and print a copy of the plan. Click Cancel.
3. Ask the patient to review and sign the printed copy to attest. If your organization allows it, you can also mail a copy to obtain the patient’s signature.

For next steps, see Manage attestation artifacts and Track attestation requests.

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