The Visits dashboard shows all scheduled appointments for a selected date. You can use it as a tool to audit billing items associated with appointments to ensure that they are correct before you submit them to Health PEI (Medicare).

Any billing items that have been associated to an appointment are visible from here.

You can therefore check if bills have been created for each appointment by the assigned provider. If you see that scheduled appointments are missing billing items, you can add them from here.

⚠️ Important: An encounter must be signed before any service codes are applied and saved to a claim.

Steps

  1. Customise the Visits dashboard to view only the information you need to see, e.g. view only the columns Appointment, Patient, Insured.
    📌 Note: The Visits dashboard is customisable on a per user basis.

  2. Filter the Visits dashboard to see only the information pertinent to you. You can filter by location, date and time, provider, appointment status and appointment type.

    💡 Tip: Scroll between days using the the backward and forward arrows.


  3. Review the dashboard on a daily basis:

    a. Under the Insured column, look for appointments with missed provincial bills and check that the created bills are correct. Click the code or empty space to add or edit insured billing items.

    📌 Note: The claims created from an encounter have a paperclip icon next to the billing items and the claims created from a patient chart, have a dot icon next to the billing items under Insured column.

    b. Under the Appointment column, look for encounters that are not signed (feather icon appears next to the appointment if the encounter is signed).


    c. Under the Appointment column, for cancelled or no show appointments change the appointment status to Cancelled or No Show so that you know that these do not require any provincial claims.


    d. You can open bills by clicking on them to check the status (Draft or Ready to Submit) of the bill, i.e. if the bills are submitted to Health PEI and changing it accordingly if required.

    📌 Note: It is easier to use the Billing dashboard and use the status filter, Draft to see all claims that are in Draft and need to be changed to Ready to Submit.

Created January 7, 2021

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