Accumulation Trackers
Alerts on calendar appointment popups
Appointment popups will show alerts for patient’s deductible (ded.), out-of-pocket (OOP) maximum, insurance visit limits, and case max visits. When hovering on these alerts you will see the current amount remaining until the threshold is reached.
These alerts will appear in red, yellow, and green based on the status. Spend Accumulators are deductible and out-of-pocket maximum. Visit Trackers are insurance visit limits and case max visits.
- Red: this is an important alert that needs to be taken into consideration
- Spend Accumulators: >$400 remaining
- Visit Trackers: 0-2 visits remaining
- Yellow: this alert has no immediate action, but should be monitored
- Spend Accumulators: $1-$400 remaining
- Visit Trackers: 3-5 visits remaining
- Green: this alert is not critical at this time
- Spend Accumulators: $0; has been met
- Visit Trackers: 6+ visit remaining
Note creation alerts
If a patient’s case has a value entered for case max visits, when a clinician starts a note they will see a countdown of how many visits are remaining of the total maximum allowed visits.
Automatic deductions from insurance fields
The remaining amounts for a patient’s deductible, out-of-pocket maximum, insurance visit limits, and case max visits will decrease as the patient continues care. Additionally, for traditional Medicare patients the KX modifier accumulator will increase.
Spending Accumulators
The deductible remaining and out-of-pocket maximum remaining fields will decrease by the dollar amount in Settings (the default is $100, see below for making updates) once a note has been signed. The update is based on signed notes to align with the generation of claims.
The KX modifier accumulator will increase by the same amount for each additional signed note.
Visit Trackers
The insurance visits remaining and case max visits will decrease by 1 visit. The insurance visits remaining field will decrease once the note has been signed. The case max visits field will decrease for all past appointments marked as checked-in.
Watch here: