PERMISSIONS REQUIRED: Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student assigned in order to manage some of the features in Charges & Documentation.
We understand that managing all of your cases is a critical function of any practice. We have created this platform to not only be easy to use, but also allow any therapist to be able to sit down and with very little instruction be able to complete an evaluation or a daily note. We have designed the actual documentation to be as customizable as possible. This series of introductory articles will cover the essential aspects of the Charges & Documentation.
Policies Panel
The Polices panel shows a list of all the policies that will be billed for this particular visit.
Policies Panel
| Ord | Ordinal of the policy (Primary, Secondary etc) |
| Carrier | Name of the insurance carrier. |
| App | Number of approved visits for this policy, as specified in the policy. |
| Att | Number of visits attended under this policy. |
| Rem | Number of visits remaining for this policy. |
| $ Limit | Dollar limit for this particular policy. |
| $ Amt | Amount charged against this policy. |
NOTE: The policy panel is static and is used for reference.