The Plan wizard not only allows you to quickly complete the Plan portion of your note, but it also integrates with billing. Any selections you make here with a unit number indicator highlighted, can easily be imported into a patient purchase.
Read below about the different sections of the Plan Wizard and how they integrate with billing.
The first section is Evaluation & Management; it is where you will select the exam or re-exam performed on any visit.
💡 Pro-tip:
Each selection within the Evaluation & Management section has its own corresponding service code. When you click on any suggestion, it will both highlight green (indicating selection) and add a 1 in the corner (indicating one billable unit). Clicking the selection again will increase billable units. To cycle back to an unselected, non-billable unit, continue clicking the item until it is no longer highlighted.
The Imaging & Tests section is where you will add any imaging and test orders. Simply click the RX button, input the test details (including the option to associate a billing code), and save. The test you order will populate into the panel already selected with one billable unit indicated.
Note!
Prior to ordering a test, you will need to populate your “Tests” and “Provider & Facilities” databases.
The Treatments section is where you will indicate treatments conducted at this visit. Similar to Evaluation & Management, each selection in the treatments section has its own associated billing code. (Click here to see a breakdown). Depending on what you selected within the Objective Wizard, some treatments auto-populate. Select any other treatment performed.
The Modality section is where you can prescribe modalities to be completed during that visit. Click the RX button to open the modality screen. Use the + icon to add a modality. Enter relevant details and click Add.
Remember to save the modality (using the floppy disk icon). Only click the Complete button if the modality has been completed, as this action will indicate in your note that the modality was completed. (You can also indicated that a modality has been completed in the modalities detail module).
Under Supplements & Supplies, add any supplements and supplies ordered.
Click the RX button to select with supplements or supplies from your database that you would like to add.
Note!
Prior to ordering a supplement or supply, you will need to populate your supplements and supplies database.
The Rehab section will indicate prescribed exercises.
Ensure that the correct rehab indication is made in the Plan Wizard. (similar to the evaluation and management section, each selection has its own associated service codes. Click here to see a breakdown).
Click the RX button to view and add exercises.
Review or add any exercises— including populating the In-office section as necessary. You can use the +Condition Protocol button to easily add the best practice recommended exercises from any condition's ChiroUp Condition Reference.
💡 Pro-tip: Here are some different ways to populate the “In-Office” section:
- The copy icon in the bottom corner of each exercise will copy existing exercises to the in-office section
- The “Add” button to add new
- Drag and drop to move an exercise from one section to another
Remember to save the exercises (using the floppy disk icon). Only click the Complete button if the exercises have been completed in office, as this action will indicate in your note that the exercises were performed. (You can also indicated completed exercises exercises detail module).
After making any necessary rehab notations, congrats!! You've successfully finished working through the Plan Wizard 😃