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Plan of Care (POC) Report

Medicare requires that therapists recertify the POC within 90 days of the initial treatment or if the patient's condition changes in such a way that the therapist must revise long-term goals—whichever occurs first. The Plan of Care Report tracks the process of sending out a POC for physician signature for Medicare patients in your clinic. You can fax the POC from the patient chart, upload a signed POC into the chart using eDoc, and monitor the status of both. Using this report helps your clinic avoid expired plans of care for your Medicare patients. Click here for additional information on Medicare requirements.

This report does not include data from patient notes that have been documented in SOAP 2.0. For a report that includes both SOAP 1.0 and SOAP 2.0 data, please visit the article Plan of Care (Analytics Report)

The report allows you to choose between a Certification Status or Signature Status report.

Certification Status

  • All patients within your clinic who have Medicare certifications
  • The number of days remaining for each active certification
  • The number of days since expiration for each expired certification

Signature Status

  • Determine whether a therapist has emailed or faxed a particular note and whether the physician has signed it
  • Track the status of Medicare POCs that need physician signatures
  • Upload signatures directly from this report to the appropriate patient record (applicable to those clinics that use WebPT eDoc)

Note: If a POC is faxed from the EMR, the option to edit will be automatically disabled. Also, if a POC is not faxed from the EMR and is past the Sig Required date, you can still edit the status.

Create Certification Status Report

  1. In the Reports section, select Plan of Care Report.                                        
  2. In the Plan of Care Report Type drop-down, select Certification Status.
  3. Select a date range for the View Certifications Expiring drop-down or input a custom date range.
  4. Generate the report. By default, results are sorted by the Cert Status column. You can also sort by Patient Name or Therapist.

Create Signature Status Report

  1. In the Reports section, select Plan of Care Report.                                        
  2. In the Plan of Care Report Type drop-down, select Signature Status.
  3. Choose a status type for the Sort by Signature Status drop-down. To view all statuses at once, choose View All
  4. Select a date range. The results will display Plans of Care expiring within the date range selected.
  5. Generate the report. By default, results are sorted by Sig Status. 
  6. Use the edit button to change the status displayed in the Sig Status column. However, if your clinic uses eDoc, use the steps listed in the Using eDoc with the Signature Status Report section below to change the signature status. 

Signature Statuses include:

  • Pending: The note was emailed or faxed and is awaiting physician signature
  • Not Sent: The note is finalized but has not been faxed or emailed to the physician.
  • Signature Late: The note has awaited physician signature for 30 or more days
  • Signed: The physician has signed the note. 

Using eDoc with the Signature Status Report

Notes with the status pending are awaiting physician signature. Once you receive the signed note, there are two methods to upload it via eDoc: directly in the patient's records or from the Signature Status Report.

Upload Via Signature Status Report

  1. Upload a signature using the upload icon directly from the Pending line of the Signature Status Report.
  2. Click the icon to open the Add External Documents window.

Upload from Patient Chart

  1. Alternatively, you can navigate to the patient record.
  2. Select Upload Physician Signature from the Plan of Care drop-down menu. 
  3. Click the blue arrow to open the Add External Documents window.

Uploading Through the eDoc Upload Page

Within the Add External Documents window:

  1. Click Browse to select the physician signed note.
  2. Select Physician’s Notes for Document Type.
  3. Ensure the Name of Document, the Date of Receipt, and the Assigned Case are correct.
  4. Check Yes beside Signed Document.
  5. Verify that the Assigned Note and Physician name are correct.
  6. Click Add External Document
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