Record UR-Required Services

Our latest release simplifies attendance recording for services. Users can manually record attendance individually or in bulk using the Auto-fill and Import features. Auto-fill is available for patients with active U/R Plans, allowing multiple service dates to be recorded at once by matching the plan to the calendar. The system automatically records any unentered service dates within the plan. Let's review these workflows together.

Kipu EMR Integration: For users integrated with the Kipu EMR, services will populate on the attendance calendar after successful transmission from the EMR Billing Report.

Record a U/R Required Service

Let's review each method of recording UR-required services!

• 1. Navigate to the Attendance Calendar.
     
  2. Select the + icon next to Add Service.
     
  3. Under Authorization Required, select the desired service.
     
  4. In the Add Service window, confirm the details displayed before selecting Save.
     
• 1. Navigate to the Attendance Calendar.
     
  2. Locate the Patient whose attendance you wish to record.
     
  3. Click the Auto-fill hyperlink.
     
  4. In the Auto-fill Scheduled Services window, confirm the details displayed.
     
  5. Finally, click Save to complete the process.
      
• For more information on recording UR-Required Services through the Import feature, click here. 

Submit Attendance

Once you have recorded all dates of service, click Submit for Billing to move all recorded services to the Work Center for claim creation. For more information on creating claims, click here.