End of Day Procedure

Summary

At the end of every day you need to confirm that all activity performed has been captured in the computer, and that all necessary information has been entered for each visit. This activity is vital to assure that your medical records are complete and that everything will be billed. From the clinic perspective, Net Health Employee Health and Occupational Medicine makes billing very easy, since billing rules are established as part of the setting up companies and billing accounts. While there is little to do in order to make sure the correct party is billed and that the charges are correct, you must see that all activities performed have been added to every visit. This alone is sufficient to see that most activity is billed correctly. There are several other items that need to be addressed:

• Billable activities and CPT codes must have a fee in the respective code tables.

• Visits which will be billed to insurance carriers must have ICD-9 codes.

• For Workers' Comp visits, companies must either have a carrier or be marked as self-insured.

• Companies and carriers must have billing accounts.

• Cancellations and no-shows should be documented.

• Money collected in the clinic reconciled with the visit records.

Here is the full procedure:

1. Collect all Encounter Forms for the day.

2. Document No-Shows and Cancellations.

3. Alphabetize Encounter Forms.

4. Run the Visit Reconciliation Report.

5. Correct mistakes found on the Visit Reconciliation Report and run again until all mistakes are handled.

6. Confirm that all money collected in the clinic has been correctly recorded by Reconciling the Cash Drawer.