With this Tool users will have the ability to view in advance if there is a mismatch within the encounter maintenance screen and the users toolbar settings (current location, current provider) as well as missing required information i.e. Patient Type, Referring Physician and Supervisor for midlevel providers who require a supervisor(i.e. Pharm D, PA, etc) when an encounter is manually created in EHR.
Finalizing Encounter
Once user has completed proper documentation, the next step is to finalize and submit code for the visit. When opening *Finalize MG template the system will search for mismatch errors.(Note: Data in green is ready to be submitted, data in red will need to be corrected in order to "Submit Code")
Encounter Properties Billing Check (Mismatch Provider & Location)
There can be two types of "mismatches".
- Current Location/ Encounter Location (a.k.a. Service Location)
- Current Provider/ Encounter Provider (a.k.a. Rendering Provider)
Correcting Mismatch
Update current Location and Provider to match encounter
Correcting Mismatch
Change Encounter Properties to match Current Location / Current Provider.
Saving Changes
- Click Refresh
- Click Yes to Save changes
Encounter Properties Billing Check
After fixing the errors the Encounter Properties Billing Check indicates in GREEN that fields match and user is ready to Finalize and Submit Code.
- Providers and Locations
- Submit Code appears
Encounter Properties Billing Check (Referring Provider, Patient Type & Supervising Physician)
Referring Provider, Patient Type & Supervising Physician needs to be updated under encounter properties if the encounter was created in EHR in order to submit code.
- Missing Referring Provider, Patient Type & Supervising Physician
- Missing Submit Code Button
Updating Encounter Properties
Find the dated encounter right click and select Properties
- Select Patient Type
- Select Referring Providers
- Select Supervisor
- Click OK
Saving Changes
- Click Refresh
Encounter Properties Billing Check
After updating the Referring Provider, Patient Type & Supervising Physician user is ready to Finalize and Submit Codes.
- Referring Provider, Patient Type & Supervising Physician appear in green
- Submit Code appears
