Records Preparation Reference Documents

Download Reference Documents Third-party payers provide information on their website to assist providers with meeting the payer’s recordkeeping expectations. It is prudent to know the medical review policy and other administrative policy that relate to the payers with whom the practice does business. Included here are two samples from two different payers that outline guidelines…

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Helpful Documentation Tools

Download Reference Documents Sometimes, when reviewing records to be sent, it’s clear that the note(s) were not properly signed and authenticated. In this instance, all is not lost. Even Medicare provides a way to offer Signature Authentication after the fact. If you have not already reviewed the module in this course regarding signatures, please do…

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The Case Summary Template

Using a Case Summary Template When fulfilling a records request, regardless of the entity requesting the information, we recommend that you always include a Case Summary Letter. The template image shown on the right will help you tell the story of what occurred during treatment and illustrate the case management involved. It should serve as…

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What Do They Want From Me?

A Records Request: A Common Occurrence So, you check the office mailbox – a few EOBs, checks from patients, a menu from the local pizza place, and (sigh) a love note from an insurance company requesting records for a patient. Before panic sets in, understand that this is a common occurrence in the chiropractic profession….

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How Do You Respond to a Records Request?

When is a simple request for records not really a simple request for records? Almost every time. When a payer is asking for notes, whether for a current claim, or a retroactive review, it means something. It could be random, or it could be targeted and focused. Because you may not know, this is the…

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