Documentation and notes
Evaluations and reports to payers
Generate evaluation reports and progress reports as PDFs, submit them electronically through the clearinghouse or download for manual submission, and track submission status.
Payers ask for two kinds of documents beyond the claim: the evaluation report and the progress report. Both are generated from data you already entered.
Evaluation report
From the evaluation note: Generate Evaluation PDF (built from the appointment and transcription data), Preview, Submit. Choose the payer and the submission method, Electronic or Manual (download). Electronic submissions show up on the evaluation submissions page with their status. Prior authorization requests can reference an existing evaluation or generate a new one from an appointment (Prior authorizations).
Progress report
From Goal Progress Report: pick the date range, Generate PDF, then Print, Submit to Payer, or attach to a claim (Goals and progress).
Attachments on claims
Claim attachments (evaluation, progress report, plan of care, referral) are managed on the claim itself in Billing and are included with the electronic submission where the payer supports it.
Frequently asked questions
Can I attach a progress report to a claim?
Yes. From the Goal Progress Report, generate the PDF and choose the claim; it is attached and travels with the submission.