Documenting Visit Details to Finalize a Visit

You can document the visit details for submitting charges on the Finalize Visit template.

The following table describes various sections on the Finalize Visit template.

Section	Description
Visit Type	You can view the visit type from the Billable Visit template, and you can select another option as needed. If the Billable Visit template is not used in the current workflow, you can select the visit type on the Finalize Visit template.
Total Visit	You can enter or update the total visit time in this field. The Total Visit field is shared with the Billable Visit and IORTS EM History 2021 templates for the NP and Est visit types, and BV Counseling template for the Consult visit type. For the NP and Est visit types, the following conditions apply for documenting the total visit time on the Finalize Visit template. If the start and end times of the visit are not documented on the Billable Visit template, you can manually enter the total visit time in the Total Visit field. If the start and end times of the visit are documented on the Billable Visit template, the value from the Total field of the Billable Visit template is displayed in the Total Visit field, and it is read-only. For the Consult visit type, the following conditions apply for documenting the total visit time on the Finalize Visit template. If the start and end times of the visit are not documented on the BV Counseling template, you can manually enter the total visit time in the Total Visit field, and it is shared with the Total Encounter Time field on the BV Counseling template. If the start and end times of the visit are documented on the BV Counseling template, the value from the Total field of the BV Counseling template is reflected in the Total Visit field, and it is read-only.
Total Prolonged Time	You can enter the total prolonged time in this field. If you enter the total prolonged time, you need to select an appropriate option for the prolonged time.
Prolonged Code	If the total prolonged time is entered for a visit, you can click this button to add it to the coding grid for submitting charges.
E&M Key	If the evaluation and management (E&M) code is displayed, you can click this button to add the E&M procedure code to the coding grid for submitting charges.
Non-Billable & Initial Fracture Care	You can select non-E&M procedure codes from this grid for submitting charges. When you select an office visit from this grid, the office visit code is sent to the coding grid and the IORTSfinalize Po template opens to help you enter the dictation used for any part of the visit. If dictation is not configured for the provider or the practice, the IORTSfinalize Po template does not open. If no services are provided to the patient, you can select No services rendered, and select the appropriate reason from the list that opens.
Today's Diagnosis	You can view the diagnoses entered on the current encounter in this grid. You can also add or remove diagnoses as needed.
Carbon Copies	You can add providers and facilities for sending carbon copies of the documents.
Coding Grid	You can view the procedures, diagnoses, and modifiers for the current encounter.
Tasks	You can enter your comments in the Task Comments field, and click one of the task icons in the Task To section for sending a task to the corresponding user or work group. The tasks that you have created are displayed in the Task Comments Record grid.
Letter and Reports	You can use the document icons to generate letters, office notes, and reports.
Document Generation Log	You can use this section to document who generated documents.
CC'd or Generated for	You can use this section to document the recipients of the generated documents.