Quick Add: Prevent Note Finalization Setting

The Prevent Note Finalization setting stops therapists from finalizing notes for patients with incomplete patient records. This setting is enabled in conjunction with Quick Add to reduce claim submission errors by requiring a complete patient record before transmitting the note to your billing software.

  • WebPT Billing/RevFlow or Therabill Members: Prevent Note Finalization is automatically enabled when Quick Add is turned On in the Clinic Settings.
  • Other Members: You can enable Prevent Note Finalization in your Clinic Settings.

First, let’s look at the Clinic Settings.

Clinic Settings

  1. Select your clinic drop-down menu and select Clinic Settings.
  2. Select the On radio button to enable Quick Add. 
    1. WebPT Billing/Therabill Members: The Prevent Note Finalization setting is automatically enabled.
  3. Non-Therabill/WebPT Billing Members: Select the On radio button for the Prevent Note Finalization setting to enable.
  4. Click Save.
  5. Begin using Quick Add for new patients. Use the alerts to address incomplete patient records before note finalization.

EMR Alerts

When checking in a patient, use the following alerts to address missing patient information.

  • From the EMR Dashboard, you can view Incomplete Patient Records from the At A Glance section. There is also an alert that appears on the Agenda once the patient is scheduled. Select the alert to navigate to the patient chart.
  • From the Scheduler, an alert will notify you of incomplete patient records. Hover over the alert and select the Add patient information link to navigate to the patient chart.

SOAP 1.0 Alerts

  • When a patient has incomplete documentation, you will be alerted to complete the missing information in order to finalize notes.
  • When beginning a note, you will be reminded that the patient was added using Quick Add and is missing patient information.
  • When finalizing a note, you will receive the following alert. Remember, you will need to complete all patient information before finalizing the note.

SOAP 2.0 Alerts

  • When a patient has incomplete documentation, you will be alerted to complete the missing info in order to finalize notes. Select the Enter Information link to navigate to the patient info section of the chart. 
  • When beginning a note, you will be reminded that the patient is missing patient information. Select the Enter Information link to navigate to the patient info section of the chart.
  • When finalizing a note, you will receive the following alert. Remember, you will need to complete all patient information before finalizing. Click Enter Missing Information to complete the profile.