If the pt is someone you have seen regularly and you feel comfortable speaking to the topic at hand (of the paperwork), then taking the 5min to do the paperwork should probably just be done. If the paperwork is more involved, not clinically/treatment related and/or forensic in nature…then I have a fee schedule for all of that. I get countless requests from law firms for additional documentation (e.g. letters to respond to new/diff questions), which takes far more time. I only provide consultation and assessment services, so YMMV w. traditional therapy patients.
One approach that many PP clinicians takes is scheduling a F/U appt to put eyes on the pt and fill out the necessary paperwork. During the time you can do a mental status exam, check in briefly about mood/meds/etc. and fill out the paperwork. I typically refuse to fill out any paperwork if I have not recently see the pt, as I do not want to inadvertently reporting incorrect information. It is really important to know what exactly they need, what it is for, and when it is due.