Settings > Payers. Find the payer you wish to edit by clicking the three dots to the right of the payer, and click edit.
Go to "compliance and billing rules" tab.
Scroll to the bottom to find Dashboard Alerts. See image below for reference
- 'ON' will allow for dashboard alerts to be sent to the assigned clinician and Site Administrators.
- 'OFF' will prevent these alerts from going to any of the users.
Remember, this setting alerts Clinicians and Site Administrators. Turning OFF or ON will impact both.
For cases with an Initial Evaluation date of January 1, 2025 and later
Given CMS’s update, the Signed POC checklist item will be marked as done if both (1) a physician script has been uploaded to the patient’s case and (2) the POC has been successfully faxed. This will also mark the signed POC as done on the POC report.
A signed POC can still be uploaded to the patient’s case to mark the Signed POC checklist item as done. To clarify, the above update is an additional check to comply with CMS’s update, but a signed POC can always be uploaded to the patient’s case.
For cases with an Initial Evaluation date of December 31, 2024 and earlier
The case checklist and signed POC tracking will continue as they have, requiring a signed POC to be uploaded to the patient’s case in order to mark the Signed POC checklist item as done. An uploaded script will not impact the status of the signed POC.