Completing Visit Activities Overview
If you have not already done so, please read Medical Activity Codes and Results Overviewbefore proceeding with this topic.
Summary
There are two steps to completing activities on a visit. The first, discussed in this topic, is simply entering all the activities that have been performed and marking them as complete. Or, if an activity was scheduled but not done, indicating that it was cancelled or refused. Once this step is completed, then the activities that were performed will be available for billing. You don't usually need to tell the software who the payer is or what the fee is. It will determine those based on setup information entered for the company.
The second step in completing activities on a visit is entering clinical results where needed. For most activities, all you need to know is that they were done and marking them complete is all it takes. For some activities, additional information is needed. Two examples are TB skin test and HBV. With both of these you need to indicate the step taken on this visit so that the program can calculate the date for the next step. The final result, positive or negative, needs to be entered for titers. To learn more about entering clinical results, please read Clinical Results Overview.
Completing Activities
There are two types of activities to complete. Some activities were selected from the protocol when you printed the Encounter Form at check-in. All of those can be completed simply by clicking a single button on the [Quick Pick Visit Charges and Results] screen.
The Quick Pick Charges and Results window identifies activities specific to the Visit.
For many physicals, this will be all that is required. When you click on the Complete All Activities button, both the Billing Status and the Result Code will be set to "C" for complete.
With injury visits, you do not know in advance most of what needs to be done; they will be known only after the visit. There might be a drug screen that was selected when you printed the Encounter Form, but most activities will need to be added at check-out. If you know the CPT code Common Procedural Terminology. Nationally standardized list of clinical procedures and activities, the alphanumerical coding of which is used to bill insurance carriers. or the Medical Activity Code Code(s) used in STIX that refer to the services you offer, as well as to other administrative items, such as a consent form. you can enter that code in the Quick Pick box, then hit tab. the program will add it to the visit and mark it complete. If you don't know one of the codes, you can search by description or CPT code to locate the activity to select. All activities selected will automatically be marked as complete.
Billing Code vs Result Code
Each activity added to a visit has a field for the Billing Status and another for the medical Result Code. These codes track different things, but they are linked in this regard: If you mark one complete, the program will mark the other complete. When you click the Complete All Activities button, what the program does is mark them both.
Once a Billing Status is marked as complete it can be processed by the invoicing routine. Once the charge is processed for billing, all information related to invoicing such as the date, activity code, and billing overrides is locked and cannot be changed. The medical fields are not locked by billing. That allows an invoice to be sent quickly, even if the final medical results, such as the result of titers, have not been received yet.