Attendance History

  • Updated

After attendance is marked, you can view each service date in the Attendance History section under the Scheduling and Utilization tab of the patient treatment episode. This section makes it easier to access information about specific patients without having to sift through claims details or scroll through multiple pages of the attendance calendar.

Locate the Attendance History 

Let's review how to locate the patient's Attendance History!

    1. Locate the patient (from the Patients page or by search.)
    2. Click the Attendance quick link to be redirected to the patient's most recent treatment episode. 
    3. The Attendance History tab contains a table of all services added to the attendance calendar for the patient.

Attendance History Details

You can customize your view of the patient's attendance history by selecting/unselecting the options using the View Columns feature. Let's review the available columns together. 

Available Columns and Definitions

Name Definition/Information Displayed
Date of Service/Attendance This is the date the service was rendered. 
Facility The facility selected when the attendance record was generated
Service Service that was input in the attendance calendar.
Service Billing Profile The service billing profile for the attendance that was billed.
  • For a U/R required service, the Service Billing Profile is selected when creating the Utilization Plan.
  • For a standalone service, the Service Billing Profile is selected when adding the standalone service attendance.
Rev. Code This is the Revenue code associated with the institutional service. Professional claims will display n/a.
Procedure Code This is the HCPCS or CPT code associated with the service. Claims without procedure codes will display n/a.
Units Indicates the number of Units (Days) recorded for that service on that day.
Combined Service Set Indicates whether a Combined Service Set was entered as attendance for this date. If not a Combined Service Set, returns value n/a.
Utilization Plan The start date, end date, and authorization number for the corresponding Utilization Plan for the service. If n/a is recorded in this column, the service is a Standalone or Private Pay and not associated with a U/R plan.
Billing Method Distinguishes between Insurance and Private Pay billing.
Status Shows the status of the attendance (submitted, claim created, recorded, etc.) allowing you to easily distinguish between submitted and unsubmitted attendance.
Date Submitted to Billing The date when the attendance for the service was submitted to billing. If unsubmitted, returns value n/a.
Billable The RCM Claim ID (AV-***-C*******) with a hyperlink directing you to the Work Claim screen.

Common Reasons for using the Attendance History 

Claim Workflow and Follow-Up Accounting and Administation
  • Denials for specific dates of service within a claim
  • Service was billed in error
  • Service billed at the wrong facility location
  • The wrong service billing profile was used resulting in a denial
  • General details about attendance without having to download a claim status or billing report
  • Auditing Attendance History
  • Reconciling attendance with EMR records
  • Responding to patient/member billing questions about claims
  • General details about attendance without having to download reports.

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