Upon entering the Schedule Review, users can review documentation associated with the patient that is currently selected.
Due to expanded functionality that has been added to several areas of Enterprise Edition, users can now useSchedule Review to quickly view documentation that is related to a particular visit (both before and after the billing process is completed).
●Accounts | Charge Entry
●Tools | Charge Verification
●Tools | Schedule Review
The following two tabs have been implemented to enhance usability in EE for reviewing charge information:
●Documents— Opens theDocumentsscreen (for the selected patient) with the document highlighted that is associated with the charge. This tab contains functionality that is identical to the screen found inPatients | Documents, which includes the ability to create new documents.
●Clinical Document— Opens the document (beginning with the first page) that is associated with the highlighted charge.
Documents tab
This tab displays the Documentsscreen (for the selected patient) with the document highlighted that is associated with the visit, which allows you to quickly review information in theDocument Statussection.
To locate a document that is associated with a particular charge:
1.Using the Main Menu, navigate to Tools | Schedule Review.
●In the From and to fields, enter the dates you want to use in mm/dd/yyyy format or click and select a date from the calendar.
●Use the drop-down menus to specify filtering results for Discipline, Service, Patient, and Employee. By default, these filtering options are set to "All Disciplines", "All Services", "All Patients", and "All Employees", respectively.
●If you select a specific patient, the Admission field displays the admission begin date for that patient. If there is more than one admission date, click the arrow beside this field and select the admission you want to use.
●If desired, you can specify visits according to a specific Payor. By default, this filtering option is set to "All Payors".
●Click the arrow beside Office and select the office you want to use.
●Select any or all of the status check boxes to display Unassigned, Assigned, Pending, Completed, and/or Cancelled visits.
●If you know the specific visit duration, enter it in the Duration field.
3.When you finish selecting filter, click to display the list of visits at the bottom of the window.
4.Select the desired visit to highlight the entry. Once a visit is highlighted, the Documents tab will become enabled.
5.Click the Documents tab to display all existing documents (for the selected patient). The document that is associated with the visit will be highlighted.
This tab contains functionality that is identical to the screen found inPatients | Documents, which includes the ability to create new documents.
6.If desired, review document details in theDocument Statussection or open the document itself (within theClinical Documentstab ofSchedule Review) by clicking on the blue document link.
Clinical Document tab
This tab allows users to view documentation related to a particular charge (while in Schedule Review).
To view a document that is associated with a particular visit:
1.Using the Main Menu, navigate to Tools | Schedule Review.
●In the From and to fields, enter the dates you want to use in mm/dd/yyyy format or click and select a date from the calendar.
●Use the drop-down menus to specify filtering results for Discipline, Service, Patient, and Employee. By default, these filtering options are set to "All Disciplines", "All Services", "All Patients", and "All Employees", respectively.
●If you select a specific patient, the Admission field displays the admission begin date for that patient. If there is more than one admission date, click the arrow beside this field and select the admission you want to use.
●If desired, you can specify visits according to a specific Payor. By default, this filtering option is set to "All Payors".
●Click the arrow beside Office and select the office you want to use.
●Select any or all of the status check boxes to display Unassigned, Assigned, Pending, Completed, and/or Cancelled visits.
●If you know the specific visit duration, enter it in the Duration field.
3.When you finish selecting filter, click to display the list of visits at the bottom of the window.
4.Select the desired visit to highlight the entry. Once a charge is highlighted, the Clinical Document tab will become enabled.
5.Click the Clinical Document tab to display the document associated with the selected visit, beginning with the first page.
and select a date from the calendar.
to display the list of visits at the bottom of the window.