QMB Reference Documents

Download Reference Documents Medicare publishes helpful documents and alerts to keep providers in the know about important topics. On this page, we list three important tools to review, download, and save in your Medicare training documents. To properly determine Medicaid liability for Part C (Medicare Advantage) cost sharing for a dual-eligible (QMB) it is necessary…

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How to Verify QMB Status

Verifying QMB Statuses… Medicare Qualified Beneficiaries (QMBs) hold special status when it comes to cost-sharing in your office. It’s important to identify them carefully before any financial transactions take place.  In 2017 CMS set up a system to help clinics and clearinghouses verify status. The system is called the HIPAA Eligibility Transaction System (HETS).  While…

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Managing Dual Eligible Medicare Beneficiaries

How to Manage Dual Eligible Medicare Beneficiaries The Medicare Savings Programs (MSPs) was developed to assist low-income Medicare beneficiaries. Individuals who qualify for this assistance are often referred to as “Dual Eligibles”. All dual-eligible beneficiaries qualify for full Medicare benefits, but the extent or level of benefits for which they are eligible under Medicaid can…

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Medicare Reference Documents-Signature Guidelines

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Medicare publishes helpful documents and alerts to keep providers in the know about important topics. Included here are several documents that relate specifically to the rules of properly signing the medical record notes of patients.  These tools relate to the elements of signatures, authentication, and attestation, should that be necessary. We’ve also provided a sample of one Medicare Administrative Contractor’s (MAC) guidelines for your reference.

Download, study, and save these documents in your Medicare training materials as an essential references for Chiropractic Medicare.

Sample Signature Guidelines
for Medical Record Documentation: First Coast Service Options
Medicare Signature
Requirements – Educational Resources for Health Care Professionals
Complying with Medicare Signature Guidelines

Signature Verification Form

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Mistakes happen. Unintentional errors that include unsigned notes or notes that are not signed in a timely fashion are inevitable in a busy office. Because signatures are a requirement, once the error is found, it’s critical to correct it, learn from it, re-train, and check again.

A Signature Log is a very helpful tool to keep on file in your office compliance program. Should you need to authenticate a health record note, after the fact, this tool will be invaluable.

Download, save and use this signature log, as recommended in the introductory training video. Set yourself up to win by having the signatures on file of all providers of service.

Signature Verification Form


Signature Self-Audit Tool

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One of the most effective ways to ensure compliance is to perform periodic self-audits. These important self-checks are even a requirement of an office compliance program. By performing a retrospective review of a sampling of signed visits, you will establish a baseline of your current compliance with the signature guidelines.

Download, review and use this tool to review a collection of notes. Score your findings on this form, and if you are working with a specialist in one of our one-on-one training programs, please return this completed audit form to them. If not, use the results to inform changes that may need to be made in your signature process.

File this completed form with your compliance audit results and schedule the next self-check on signatures depending on how many errors were found. If you had multiple errors, assign key personnel and providers to review this module, and then re-audit in 30 days. If your results were good, schedule another self-check in 3-6 months.

Signature Audit Tool