Every progress note must include verification supporting the date and time of the documented service. Acceptable verification methods include telehealth session verification, client confirmation, or other approved verification methods applicable to the service setting. This requirement supports documentation integrity and accurate billing.
Every billable service must be supported by both accurate documentation and a valid verification of the service provided. Session verifications help demonstrate that the service occurred as documented, at the date, time, and duration billed.
What kind of verifications are acceptable? Its up to you. (updated June 2026)
a paper-verification form - A1
the client can sign the progress note itself (use this option only if you know the client is technologically-savvy; they'll get an email to sign it - it will NOT show the entire note, just the time log) - A2
a screenshot of the Doxy.me date/time log
a text message showing the client's phone number (or partial phone number), showing that the client verified. Examples: Lisa was here on 5/10 for 1 hour, or Lisa was here on 5/10 from 2:10 to 3:10.
a screenshot of the client during the session, showing the computer's date/time (take the screenshot at the END of the session so the time matches the times you put into the start/end time).
The client or may not cover themselves or turn-around for the screenshot.
our online verification form (the verification must show the client's email, and a copy of the signed form will be automatically emailed to the client after signing - only the client's email is acceptable to put in this form > Forms entered with someone else's email will be returned).