Disabling the default practitioner on the patient file

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  • Updated 3 years ago
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Quite often at our practice, patients move between therapists and see more than 2 for the duration of their treatment - usually this isn't a problem, however when these patients are being covered by workers comp, quite often the first therapist they see, isn't the person writing the review or applying for more treatment, it could be someone else. FD defaults to the therapist listed on the front page of a patient's file - is there any way to disable this function, or any suggestion how we bill to the insurance company under a specific therapist without having to manually change it each time? (I am only asking because we constantly forget to change it, and it effects how our therapists get paid their bonuses)
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Mandi - Sport & Spinal Physio

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Posted 3 years ago

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Timothy, Business Care Manager

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Hi Mandi. Having the default practitioner set on the patient file does assist most practices with general billing. Our concern would be if you did not have a default practitioner there could be an increase in billing errors when patients see their regular practitioner.

The default practitioner is only selected when billing directly from the patient card without using the appointment book. As you are having some problems in your practice with consistent billing I would suggest that you only bill from the appointment book. That is, right click and select Bill/Receipt.



This does require everything that is to be billed to be in the appointment book as an appointment. This provides an additional check and also provides better visibility for practitioners and billing staff as to where services are going to be billed. For example, this means that you will need to book into the appointment book a medico-legal report with the correct practitioner before billing. Front Desk will then only bill for the practitioner the service is booked in for.

It would not be necessary to do this extra step in practices where there are no billing issues, perhaps where staff are more diligent in the billing process.

I have changed the title of this post to help other user find this post in the future.
(Edited)