Medical Necessity Review - PM
This forms allows your Incident-To practitioners to track medical necessity for applicable clients. If no medical necessity records are found, the billing of the service will be inhibited and the 837 report will display the message, "Service does not have a valid Medical Necessity record."
Prerequisites:
- This form and the necessary associated logic is enabled by the Validate Incident-To Services Against Medical Necessity registry setting.
- Go to: Avatar PM > Client Management > Client Information
- In the Client field, select the client whose medical necessity you want to track.
- In the Add, Edit, or Delete field, select the action to perform for this record.
- If editing or deleting a record, select the specific record in the Select Existing Medical Necessity Record field.
- In the From and To Date fields, enter the date range for the medical necessity review.
- In the Notes field, enter any relevant information connected to this review.
- In the Provider field, select the provider for the review. If the current user is a staff member, their name will default into this field.
- Click File to process the action for the record.