When a patient uses a visit from the previous years referral and then obtains a new referral for 5 visits for the current year. The visit counter does not warn the practitioner who could bulk bill for a 6th visit, only to have payment for the 6th visit rejected.
Can we have a number of visits in the calendar year counter included into the number of visits warning. This will help prevent rejected payments.
A while ago you stated that this was being considered. Is there any update on this? This would be an awesome idea and be a great addition to Front desk
The existing counter still only counts visits used per plan and does not show visits per calander year.
Only half the task, you still have to go into the transactions file and count the visits for the calendar year.
Please can someone explain this to me?
I think we nearly need a new system for this entirely:
I could envision that on each item code we could nominate that it is an EPC item code or a GPMHCP item code with perhaps a tick box for which type of code it is (perhaps the names of these options and the number of visits could be something that could be manually configured by the practice and so may be able to be used for a range of things). Once this was done, you could then could set up a counter for the patient that tells you how many of each type of appointment was billed for a range of dates or perhaps set options something like "This Calendar Year" or "Last Calendar Year".
It would be awesome if the count could be displays if you hover over an appointment. It would probably be useful if the count was shown on the patient file as well, probably on the Appointments tab.
Further to that, if you tried to book an appointment using a code where the limit was exceeded, you would get a warning message (there may be a mistake that needs fixing so perhaps a warning at that point rather than not allowing you to book the appointment).
if you tried to bill one of the codes that means you will exceed the limit for the year, you would get a message displayed and would not be allowed to bill the code.
This would save a huge amount of time for our practice.
To explain how an EPC or GPMHCP can cover 5 or 10 appointments per year and also be allowed to carry over into the next year, this is because each referral covers 5 or 10 appointments (depending on if it's an EPC or GPMHCP) but can be given at any time of the year. Each referral is valid for 12 months. If a client gets a referral in November/December and only uses 2 of those appointments before the end of the calendar year, those remaining 3 or 8 appointments can be used in the next calendar year. However, if that same client uses those appointments early in the next year and then gets a new referral later the same year, they can only use 2 appointments as that will take them to their calendar year limit.
In our Psychology practice we mostly do GPMHCPs & no longer use the treatment plan as we found it easier to add our own manual tracking into our transaction description. eg 80110 Treatment Consultation 2/5 (2/10). The first number is how many visits the client has used from that referral. The second is how many visits they have used that calendar year. In January we start again at 1/10 for every client under a plan, and we check the previous transaction before taking the payment so that we keep the count correct. This stops the confusion of accidentally counting visits done privately, or for any other reason, that aren't covered under the plan.
We also add a new billing for each new type of referral we get, especially ATAPS which each have a different claim number and 6 visits.I'm not sure what the fix is but it would be good to see a referral counter and a calendar year counter on each billing tab so that you could easily see for that client where that referral was up to. And/or to be able to hover over the appointment to see those details. A warning on booking would also be good so that you didn't book a bulk bill appointment that couldn't be bulk billed.
I have just updated to 16.9.3.
we use three item numbers for EPC plans. ( podiatry)
10962 for a new patients first visit
10962C for continuing visits
10962H for home visits.
In our practice each type of 10962 attracts a different fee.
Frontdesk handles or converts the item numbers before sending to Medicare but not so with the yearly visit counter.
The EPC per year counter only counts/tracks one of the above three item numbers.
Thanks to Gerry and the team for their good work so far