Alabama State Chiropractic Association MOBILE Seminar

August 20-21, 2022
August 20 – 11:00 AM – 6:00 PM | August 21 – 9:00 AM – 1:00 PM
The Battle House Mobile, AL
26 North Royal Street, Mobile, Alabama 36602


Documentation Principles and Recordkeeping Guidelines, Risk Management, Coding, Financial Compliance

The ever-changing landscape of healthcare regulations can cause anxiety and frustration for DCs and their teams. The implementation of The No-Surprises Act in January 2022 added another layer of regulation that must be followed. Not to worry! In this comprehensive, core training, we’ll cover the rules, regulations, and recordkeeping guidelines help you feel safe and confident. Don’t continue to question whether your practice recordkeeping and compliance are up to speed. This 10-hour training is an opportunity to get to the bottom of that answer immediately and to make sure you’re set on a correct course. This core competency training will help you bullet-proof your recordkeeping. Kathy’s distinctive approach to explaining patient case management leaves the doctor and team members with clear understanding of initial and routine visit documentation requirements, treatment planning, and required financial compliance. Bring your team and you will leave this session with the action steps and knowledge necessary to take control of your documentation and compliance and master Medicare all at the same time.

At the end of this program, the attendee will be able to:

    • Identify the required components of documentation as they are outlined in state board documentation requirements, Medicare documentation requirements, and other entities’ regulations
    • Understand the mechanics of moving a patient from the beginning of an episode of care, from initial history, through exam, diagnosis and treatment planning, and how this section of the visit constitutes Evaluation and Management of the patient
    • Have a mastery of the requirements for daily treatment notes and re-evaluation according documentation guidelines
    • Deliver appropriate evaluation and management services along the way to justify continued care, assess progress, and discharge from this active care when the time is right
    • Follow the updated Evaluation and Management (E/M) documentation guidelines for new and established patients and learn to apply the chiropractor’s work to determine effective levels of service
    • Understand the difference between clinically appropriate care vs. medically necessary care
    • Establish medical necessity for your care and know with surety that your documentation is complete
    • Interpret documentation and compliance advice and regulations directly from the Federal Office of Inspector General and recognize that a Federal standard of documentation may exceed state minimums.
    • Master musculoskeletal diagnosis requirements and their relationship to your documentation
    • Ensure the inclusion of diagnostic assessment and doctor’s rationale for diagnostics in documentation
    • Tie your patient’s diagnosis to the treatment plan for tissue specific solutions while appropriately estimating care for the requirements of the No-Surprises Act
    • Execute Federal guidance on properly communicating the treatment plan to estimate payment options for No-Surprises Act
    • Understand the difference between clinically appropriate care vs. medically necessary care and be able to apply the law requiring patient notice
    • Properly execute and communicate a Good Faith Estimate (GFE) according to the No Surprises Act
    • Know Medicare’s guidance on Federal Program requirements for documentation and medical necessity
    • Evaluate existing documentation for initial and routine visits and be able to make appropriate changes upon return to the office, whether using paper or EHR.
    • The ability to trace forward from history through exam, diagnosis, treatment plan, and daily execution of your plan for a cohesive account of the patient’s episodic journey