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Practice Roles need clarification

Practice Management

I need the practice management role to allow more than what is available at this time. My Revenue company/biller also provides auditing services for me and checks if my notes are compliant with the insurance agencies. They told me they need access to progress notes to review the following:

  • Check that I completed a note

  • If not is compliant for medical necessity

    • Place of service must be visible

    • Telehealth requirements must be visible

    • Face-to-face time with pt must be visible

  • If the CPT code is correct

  • If I signed the note

  • Also if there is an audit they have to pull the notes to have a review with the utility management of the insurance companies.

Posted by Maliekalanikilaokapuanahenahe Carvalho ·
1 comment

This request was merged into another request

Comments1

  • Upheal Moderator

    Team•

    Sep 29

    Thank you for the detailed description of what your biller needs.


    Our current non-clinical roles do not include access to notes. At the moment, the best option is to assign your biller the Admin role. This covers everything on your list, but it also grants broader access than they need for this work.

    The upcoming 🔐 Custom Roles and Permissions feature will allow you to create a role with the exact set of permissions needed.