Overview of the Finalize Template Workflow
You can complete the encounter workflow using the Finalize template.
The template enables you to do the following:
- Calculate all the elements documented in the Intake, Histories, and SOAP templates.
- Select the Evaluation and Management (E&M) code level for the visit.
- Submit the E&M coding to the Superbill module.
- Tobacco Cessation
You can use the Tobacco Cessation template to document the patient's tobacco use and the methods used for tobacco cessation. - Patient's General Information on Finalize
You can view the general details related to finalizing the workflow of the patient in the General panel. - Patient's Assessments on Finalize
You can view, add, or edit patient assessments in the Today's Assessment panel. -
You can view the summary of a patient's history, exam levels, and coding points for the Evaluation and Management (E&M) code calculation under the 95 or 97 Coding Guidelines in the E&M Level Summary panel. - History Details on Finalize
You can view the coding points assigned to each element of the patient's history component under the 95 or 97 Coding Guidelines in the History Details panel. - Evaluation and Management Guidelines on Finalize
You can view different coding guidelines on the Finalize template. - Virtual Visit Billing
The Virtual Visit Billing section is enabled only for virtual visits. - Provider Sign Off
You can submit and review the plan of care based on your role in the Provider Sign Off panel. - Reporting CPT II Claims Based Measure on Finalize
You can activate the claims-based reporting on the Finalize template. -
You can calculate and submit the E&M code. - Document Procedure Billing
You can add the procedure billing details, verify the charges, and submit the charges to Superbill, in the Dermatology Procedure Billing panel. - Finalize Tab Sub-Navigational Links
- The Finalize Template Workflow
You can calculate the Evaluation and Management (E&M) codes and submit them for billing using the Finalize template. - Links on the Finalize Template
You can document the patient's order details, details of the procedure, and tobacco history details. - Orders Panel
You can view previously ordered labs, diagnostics, office services, immunizations, procedures and referrals in the Orders panel. - Provider Sign Off
- Submit No Charge Claims
You can use the No Charge Visit check box in the Evaluation and Management Coding panel on the Finalize template to submit the no-charge SIM code when you do not want to charge a patient encounter. - Enter Additional Visit Codes
You can use the Additional E&M Code template to calculate the codes for any outpatient service apart from the services related to 99417, 99205, and 99215 codes. - Add Visit Code Modifiers
You can add or replace visit code modifiers. - Select a Prolonged Time Code
You can select a prolonged time code to report time that surpasses the threshold for code 99205 or 99215 on the Finalize template. - Select SNOMED CT Codes for Quality Reporting
You can use SNOMED® CT codes for Quality Reporting. - Enter Counseling Details
You can enter the counseling details for a patient and include them in the visit note.