Information on overdue visits has been enhanced to make it easier to find and complete notes that do not have charges entered. You can still access all visits regardless of whether they have charges entered, by using the Show All.
At the top of the Stack, the Overdue Visits link displays metrics on visits without charges entered or notes completed and provides one-click access to those visits.
Overdue Visits = number of visits without charges entered
Potential Revenue = Overdue Visits X AVI (over the past 3 months)
Completing Or Excluding Visits
Click on Overdue Visits
1. The date starts at the oldest open note. If the oldest note is in a prior year, the date range defaults through the end of that calendar year. The example above shows all the open notes from 2023. If the oldest note is in the current year, the default range will be one month. Use the pull-down selectors to change the dates.
2. The amounts shown in Overdue Visits and Potential Revenue at the top of the screen represent the notes within the selected date range
3. If Filter by Provider is checked, only patients for the provider shown at the top left of the Doctor Dashboard will display. Uncheck to see all providers.
4. The search box in the top right portion of the screen allows you filter the list to a specific patient. Use this if you have patients with multiple dates of service that have not had their notes completed.
Exclude
If you are clearing out notes you can exclude them in bulk by clicking the checkbox next to the Date column in the header and then clicking the Exclude Selected button, which will become active when boxes are checked. You can also limit exclusion to specific visits by clicking the individual check-boxes next to each visit you want to exclude.
When Exclude Selected is clicked a Disclaimer will pop up that you will have to click Proceed to Exclude the visit or visits
Retrieve excluded notes by entering a check in the box next to Show Excluded.
Click Un-exclude All to Un-exclude the dates that have a check mark
Right-click over the date of service to choose from three options:
1. Exclude
2. Patient Menu
3. Load Visit
To complete the note and send the charges to Charge Entry, choose Load Visit. This takes you to the Visit Summary screen where you can complete the visit note and the Super Bill.
After you complete the Super Bill and sign the note you will be returned to the Overdue Visits list. Completed notes have a check-mark next to them.
When charges are processed through Charge Entry, the date of service will no longer show.
Using Charge Entry - https://help.healthcoretech.com/a/1608055-using-the-charge-entry
When you are ready to return to the Stack, click the Finished button.
