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JotPsych Notes
JotPsych Notes

Heidi Health vs. JotPsych when the visit ends in a prescription

Heidi Health writes notes and letters, and its home and mental health pages list no prescribing. In JotPsych, you send the prescription through DoseSpot.

You're trying Heidi Health, and your medication follow-ups end in a note, a prescription, and a claim. Check which of those three outputs each tool produces.

What Heidi Health and JotPsych produce from one medication follow-up
a 99214 follow-up with the 90833 psychotherapy add-on
OutputHeidi HealthJotPsych
NoteProgress notesA note in your follow-up template
LetterLetters, such as referral lettersLetters drafted from the chart, such as a letter of medical necessity
99214 and 90833Not on Heidi Health's home or mental health pageOn the visit type, and reviewed on the final-review panel
PrescriptionNot on Heidi Health's home or mental health pageSent through DoseSpot, which opens in a new tab from the chart
ClaimNot on Heidi Health's home or mental health pageChecked by your biller and submitted in JotBill

Heidi Health's home page and mental health page, read October 3, 2026, list the Heidi Health column, and JotPsych's product guide lists the JotPsych column. With JotPsych, the codes, the prescription, and the claim come from the same platform as the note.

Heidi Health, for visits with no prescription or claim

Pick Heidi Health if your visits end without a prescription or a claim. Heidi Health's home page lists patient recaps, referral letters, and cited clinical evidence, for clinicians from doctors and nurses to allied health.

Heidi Health's mental health page names psychiatrists, psychologists, counselors, psychotherapists, social workers, therapists, behavioral health nurses, behavioral specialists, and addiction specialists. Heidi Health writes their progress notes and letters. Neither page lists prescribing, billing codes, or claims. You'd prescribe, code, and bill in another system.

JotPsych, for visits that end in a prescription

The follow-up visit type carries your template, 99214, and 90833. Your codes are set before the visit, and you review them on the final-review panel before you sign.

In DoseSpot, which opens in a new tab from the patient's chart, you write, review, and send the prescription, or review one your staff saved as pending work. JotPsych also drafts letters from the chart, such as a letter of medical necessity. You'll review each draft.

Claims go to JotBill. Then your biller checks each one and selects Submit claim.

Sort your visits by how they end

Pull a week of visits from your schedule. Put each visit in the row that matches how it ended, from a note alone to a note, a prescription, and a claim.

Which tool covers each way a visit can end
outputs listed on Heidi Health's home and mental health pages and in JotPsych's product guide
How the visit ends
The visit ends inTools that list every output
A noteHeidi Health or JotPsych
A note and a letterHeidi Health or JotPsych
A note and a claimJotPsych
A note, a prescription, and a claimJotPsych

Heidi Health's home and mental health pages and JotPsych's product guide, read October 3, 2026, list the outputs behind each row. The busiest row in your week shows which tool fits most of your visits.

See one JotPsych follow-up end in a note, a sent prescription, and a claim.

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Sources:
  1. Heidi Health, home page, read October 3, 2026.
  2. Heidi Health, Heidi for mental health, read October 3, 2026.