Live! – SOAP Note Best Practices: Case Study 4 – Acupuncture Procedure & More


LIVE WEBINAR    Florida 1.5 CEU

Tuesday, April 11, 2023.    7:00 pm-8:30 pm  (Eastern Time)

Students $5 (Coupon: S-S4-F)    Valid for LIVE class only
FSOMA members $15   (Coupon: M-S4-F)  Valid for LIVE class only


As healthcare providers, Licensed Acupuncturists are subject to mandatory documentation and practice guidelines. In each class of this monthly series of interactive SOAP NOTE BEST PRACTICES: Case Study webinars, we will document an actual patient encounter together. This class will discuss Acupuncture Procedure SOAP, Phone Call Note, Herbal Formula Refill Record Note, EHR Message Note to the patient, NO SHOW encounter, and interprofessional consult note. Suggested prerequisites SOAP Note Best Practices Introduction: Evaluation & Management Guidelines, Case Study 1 – Initial Acupuncture, Case Study 2 – Initial Herbal & Case Study 3 – ReEvaluation Acupuncture Webinars.

This class focus:

  • Brief review of differences between Procedure note and a SOAP note
  • Discuss HIPAA compliant communication in the acupuncture practice
  • Discuss how to record a Phone call
  • Discuss how to record a Herbal Formula Refill
  • Discuss EHR Message Note to the patient communication
  • Learn how to correctly record and properly code NO SHOW encounter in the EHR
  • Learn how to write interprofessional consult note

Included in this class: Access to standardized Acupuncture Procedure Note Template.

Through this series of monthly interactive webinars, also we will discuss how to:

  • Identify and Formulate Chief Complaint(s)
  • Determine the accurate amount of information you must collect to support the level of Medical Decision Making
  • Assess Complaint Improvement
  • Support Medical Necessity
  • Record Patient’s Non-compliance
  • Justify the Lack of Improvement
  • Select & Record Treatment Strategy
  • Justify ICD-10 Western Diagnosis
  • Select & Record the Appropriate TM Patterns
  • Identify Appropriate Treatment Method
  • Formulate Treatment Principles based on the different Styles of Acupuncture
  • Formulate and Record an Appropriate Treatment Plan
  • Establish a Short and Long Term Goal
  • Identify Potential Red Flags and Appropriate Referrals
  • Establish Necessary Labs/Imaging to be Ordered
  • Record & Select Appropriate Acupuncture Procedure Codes and the desired Number of Units
  • Select & Record Adjunct Treatment Techniques and Procedures
  • Select & Record Supplements Prescribed Accordingly to the TCM Pattern
  • Select & Record Patent TCHM
  • Record Custom Compounded Formula from 5:1 TCHM granules
  • Legally Reopen & Amend Closed and Signed SOAP Notes

Documentation guidelines, known as Evaluation/ Management guide (EM), are routinely reviewed and amended by the Centers for Medicare & Medicare Services. The most recent revision of the EM guide was implemented on January 01, 2021. The 2021 EM guide contains significant changes which are beneficial to LAc. New guidelines were added, allowing healthcare providers to collect the clinically necessary amount of subjective data and physical examination.

With the release of the ICD-11 Chapter 26 Traditional Medicine Diagnostic codes in standardized terminology.  Licensed Acupuncturists, as a profession, are making the first grand step towards worldwide acceptance as a healthcare profession, not only as an acupuncture procedure service. The ability to make an independent diagnosis moves us from a technician performing the acupuncture procedure to a diagnosing clinician category, subject to physician-level regulations and reimbursement. (Do Not Mistake this with the legal scope of practice of your State)

You are welcome to present your case for discussion in the subsequent webinar.

You may also like…