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    WebPT Analytics | Documented Units by Clinic
    • 26 Feb 2024
    • 3 Minutes to read
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    WebPT Analytics | Documented Units by Clinic

    • Updated on 26 Feb 2024
    • 3 Minutes to read
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    Article Summary

    Overview

    The Documented Units by Clinic (aka Billed Units by Clinic) Data Table style report shows the units for each type of visit, by the clinic, or by therapist, and includes SOAP 1.0 and 2.0 data. This information pulls from note types, not evaluative codes. This report helps you determine what percentage of units documented are most likely to be reimbursed (i.e., the percentage of core direct units) and what percentage may not be reimbursed (i.e., the percentage of common indirect units).

    Percentage Values

    Evaluative codes are not included in the Core Direct or Common Indirect % counts, thus the percentage totals will not add to 100%. These percentage values indicate the percentage of total units that fall into either the Core Direct or Common Indirect category as indicated below

    Click the arrow or colorblock below to discover more.

    Report Location

    WebPT Analytics | Documented Units by Clinic Location

    You can find this report in the Documented Units section of Reports. If you don't see the report listed in this section, please make sure you have the correct Analytics Access permission.
     

    EMR_Analytics_Documented Units report menu_Documented Units by Clinic

    Run and Customize the Report

    WebPT Analytics | Run and Customize the Documented Units by Clinic Report

     

    1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.

    2. Use the View Data By drop-down to add additional columns and levels of detail to the table.

    3. You can filter the report by Therapist, Primary Insurance Type, and Primary Insurance using the corresponding drop-down menus. Click Apply when you’ve completed selecting your filters.

    4. Percentages for Core Direct and Common Indirect units typically do not add up to 100% because they do not include custom CPT codes.
       

      EMR_Analytics_Documented Units_Documented Units by Clinic Overview

    Column Field Descriptions

    WebPT Analytics | Documented Units by Clinic Column Field Descriptions

     

    Field NameDefinitionSource
    Clinic NameThe clinic where the treatment took place.The clinic where the note was finalized.
    TherapistThe provider who is given credit for performing the treatment (the provider who forwarded the note). If the note is not forwarded, the field defaults to the provider who finalized the note. When using CO/CQ modifiers, this will be the assistant when the modifier is applied and the finalizing therapist when there is no modifier. (This ensures the assistant user types are included in Analytics reporting.)Patient Notes
    Units/Initial Evaluation VisitThe average number of units documented per Initial Evaluation visit type.Calculated value based on the Billing sheet and Finalized Patient Notes.
    Units/VisitThe average number of units documented per visit.Calculated value based on the Billing sheet and Finalized Patient Notes.
    Manual Therapy/VisitThe average number of Manual Therapy (97140) units documented per visit.Calculated value based on the Billing sheet and Finalized Patient Notes.
    Therapeutic Activity/VisitThe average number of Therapeutic Activity (97530) units documented per visit.Calculated value based on the Billing sheet and Finalized Patient Notes.
    Therapeutic Exercise/VisitThe average number of Therapeutic Exercise (97110) units documented per visit.Calculated value based on the Billing sheet and Finalized Patient Notes.
    Neuro Muscular Re-Ed/VisitThe average number of Neuromuscular Re-Education (97112) units documented per visit.Calculated value based on the Billing sheet and Finalized Patient Notes.
    Core Direct Units %The percentage of total units documented attributed to Core Direct Units (i.e., units of Manual Therapy, Therapeutic Activity, Therapeutic Exercise, and Neuromuscular Re-Education).Calculated value based on the Billing sheet and Finalized Patient Notes.
    Common Indirect Units %The percentage of total units documented attributed to Common Indirect Units (i.e., CPT codes 97010, 97012, 97014, G0283, G0282, G0281, 97016, 97018, 97022, 97024, 97026, 97028, 97039, 96920, and 97610).Calculated value based on the Billing sheet and Finalized Patient Notes.
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