Closing Personal Injury

purpose to prepare a complete and organized pi records packet for doctor review before sending to the attorney or insurance company procedure 1\ document the release date pull the patient’s pi folder write the patient’s release date on their pi log 2\ print closed appointments print all of the patient’s closed appointments from chirotouch go to appointments set filters change appointment status to checked out only select apply scroll down to past appointments print appointment list 3\ scan pi information scan all pi information into one file save the file as last name, first name – pi folder 4\ retain internal office documents keep the following in the office file lien pi log any work notes any school notes 5\ gather dc notes and re exams collect all dc notes and re exams 6\ identify key soap notes highlight the following visit types, as these are the soap notes needed new patient (np) re exams final visits 7\ print missing notes if needed print these notes from chirotouch if any required note is missing, notify dr mays so he can complete it 8\ organize notes chronologically organize all dc notes from oldest to newest if any notes are missing, check ohsc to see if they were scanned there 9\ print the itemized bill/transactions only do this after all dc notes and re exams have been accounted for steps select the patient open the patient's profile click the ledger tab select balance section click the superbills subtab click generate new superbill choose the date range date of loss through final treatment date check any boxes needed to exclude charges or other information check select billing location if an alternate billing location is needed click preview and review carefully to make sure every date of service is included click generate and print 10\ generate hcfas forms steps select the patient from the patient profile go to claims open ready to submit select all date of service click generate and submit go to claim batch click the print icon (do not print) download and save as pdf \ last name, frist name hcfas important notes do not print the hcfa forms these will be stacked later packet assembly order prepare the packet in the following order lien itemized bill hcfas do not insert yet if they still need to be stacked work/school notes initial / re exam / final exams dc notes / re exams final review give the complete packet to dr mays for review do not send anything to the attorney or insurance company until after doctor review notes hcfas will be stacked in paperport or coolnew training for stacking hcfas will be provided separately