Required Permissions You must be a super admin, records admin, doctor, or nurse to create/edit evaluations.
Creating the Evaluation Template
This option is only available for evaluations that are marked billable and ancillary. For detailed instructions on creating an evaluation template, click here.
- Once you have marked an evaluation template as Billable and Ancillary, and added at least one code, the Add On Codes checkbox will become available.
- Selecting the Add On Codes checkbox will cause an additional line of code fields to appear.
- Enter the desired add on codes into the correct fields. These codes will be available for selection as add ons.
- Complete the rest of the evaluation, as needed, and be sure to click Update to save.
Using the Evaluation Template
For instructions on adding an evaluation to a patient chart, click here.
- When you open the evaluation, the code (or codes) chosen in step 1 above will appear in the drop-down.
- To include the add on code, click the + icon.
- Choose the desired add on code.
- Repeat the process to include any other add on codes, complete the evaluation form, and make sure to click Update.
- Clicking the x will remove the selected add on code.
- When the evaluation is billed, the original code is considered the main code, however, the system will generate an additional billing code for each additional code added.
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