Keith Higginbotham
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222 votes
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187 votes
An error occurred while saving the comment Keith Higginbotham
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I would also suggest separating the appointment type and the actual CPT code. When the actual CPT code differs from what was entered for the appointment ahead of time it requires extra steps to correct it. The appointment itself must be changed and if the client paid ahead of time then the payment must be removed from the invoice, the invoice deleted and then the appointment changed. The appointment type can be less specific (intake appointment, therapy session, follow-up, consultation, assessment, etc.). The CPT should be entered with the note and then pulled into the billing system along with the diagnosis.
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27 votesKeith Higginbotham
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An error occurred while saving the comment Keith Higginbotham
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I agree. There is a difference between an adjustment and a write-off and the ledger should provide the ability to enter both. An adjustment is an amount that we do not expect to receive and so cannot account for this amount in our taxes. A write-off is an amount we did expect to receive and did try to collect and can be reported on our taxes as a loss. Without the ability to enter both adjustments and write-offs we either must always invoice for the amount we expect to receive (or change later) or use the write-off for both and corrupt the write-off report for tax purposes.
Yes, the permissions could be much improved. It doesn't make sense that you have to be a therapist and see notes in order to see custom forms on the client details page (not the clinical section) or to have administrative capabilities. We have an office manager who needs to have permissions to change organizational settings and add staff but this person has no need to see clinical information. This makes it difficult to comply with HIPAA.