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    SOAP 2.0 | Plan of Care Alerts for Commercial Payers (Non-Medicare)
    • 22 Mar 2024
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    SOAP 2.0 | Plan of Care Alerts for Commercial Payers (Non-Medicare)

    • Updated on 22 Mar 2024
    • 1 Minute to read
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    Article Summary

    Overview

    You can track expired Plans of Care for patients with commercial (non-Medicare) insurances. You’ll receive an expired Plan of Care Alert on the patient’s 2.0 chart for all payers as long as you complete the Plan of Care Effective Dates within the patient documentation.

    EMR_2.0_Patient Profile_Alerts Drawer_Plan of Care Expired

     
    Click the arrow or colorblock below to discover more.

    How to Add a Plan of Care Dates Subsection to Notes

    How to Add a Plan of Care Dates Subsection to Notes

    There are two ways you can do this:
     

    1. Create or update your Company Templates to include the Plan of Care Dates subsection within the Initial Evaluation and Progress Note types for each discipline. This will automatically load the Plan of Care Dates subsection for each IE or PN for that discipline. These are not required fields.
      EMR_2.0_Documentation_Templates_Configure Template_Add Content_Plan of Care Dates

    2. Create a Plan of Care dates profile to load onto individual notes, so you can track Plans of Care. These are not required fields.

      a. Build your profile, including the Plan of Care Dates subsection, and Save.

      b. Load the profile onto your note and establish the Plan of Care dates.
      EMR_2.0_Documentation_Profiles_Configure Profile_Add Title_Plan of Care

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