Visit Info for Telehealth

Version 20.16
Path: Clinical, Practice Management, or Billing tab > Patient Chart > Encounters or Well Visits > New Note or Open Note button

About

Telehealth Encounters and Well Visits are charted in the same manner as visits conducted in-office. However, it is especially important to make sure that the Visit Info is completed in a specific way to drive the correct Place of Service and Modifiers for Telehealth claims. The complete workflow for Charting and Billing for Telehealth Encounters can be found here.

Complete Telehealth Visit Info

  1. Navigate to the patient's Encounter or Well Visit following the path above or from the Schedule as you typically would.
  2. Click Visit Info.
  3. Complete the Accompanied by field and the Telehealth fields (Provider Location and Patient Location).
EncounterWell Visits

NoteOnce the Provider Location and Patient Location fields are completed, the Place of Service field updates to either Telehealth Pat Home or Telehealth Pat Other. Removing the info in one of these fields will consequently change the Place of Service.

Version 20.2
Path: Clinical, Practice Management, or Billing tab > Patient Chart > Encounters > New Note or Open Note button

Overview

Telehealth encounters are charted in the same manner as visits conducted in the practice. However, it is especially important to make sure that the Visit Info is completed in a specific way to drive the correct Place of Service and Modifiers for Telehealth encounter claims. The complete workflow for Charting and Billing for Telehealth Encounters can be found here.

Complete Telehealth Visit Info

  1. Navigate to the Patient Encounter by following the path above.
  2. Click Visit Info in the Window Navigation Panel. 
  3. Complete the Rendering Provider field and the Telehealth fields, Provider Location and Patient Location.

NoteOnce the Provider Location and Patient Location fields are completed, the Place of Service field updates to Telehealth. Removing the info in one of these fields will consequently revert the Place of Service field back to Office.