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 system 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.
Visit Info
The top panel is the Visit Info panel which contains information about the patient.
The information in the Visit Info panel is as follows:
Visit Info Panel
| Case ID | The Case ID of the currently selected patient. |
| Name | Name of the currently selected patient. |
| Selected Visit | The visit Date/Time that is currently selected. |
| Current Script | The prescription that currently covers this particular visit. |
| Latest Script | The prescription with the latest end date. |
| Treating Therapist | The therapist that treated this patient. |
| Case Therapist | The therapist that was assigned to the patient’s Case under General Information. |
| Appointment Type | Appointment type as defined on the schedule. |
| Approved Visits | The number of visits approved. Taken from the Case Dialog. |
| Attended Visits | The number of visits attended before this visit. |
| Visits Remaining | Difference between Approved and Attended. |
| Charges To Date | The dollar amount of charges to date. |
| Service Type | Pulls from the General Information section of the patient’s Case. |
| Account Type | Pulls from the General Information section of the patient’s Case. |
| Ref. Doctor | The doctor who referred the patient. |
| Last Eval: | The Date of the last Treatment Evaluation note, as well as the days and visits since it occurred. |