Medicare-Compliant Features

Let’s review the Medicare-compliant features in SOAP 2.0. These apply to patients with Medicare listed as the primary or secondary insurance on their case.

Medicare Plans of Care

Plans of Care can be created on Initial Evaluation or Progress Notes. Notes, where a Plan of Care was created, will show a Certification or Re-Certification on the note type.
You’ll receive an alert on the patient’s SOAP 2.0 chart when:
- A current signed plan of care is not in eDocs.
- The patient’s plan of care is expired
When a Medicare plan of care is expired, you have two options:
- Create a Daily Note within the valid Plan of Care range
- Complete a Re-Certification Progress Note to update the Plan of Care dates

Medicare-Compliant Documentation

A Progress Note will be required after documentation for nine visits is finalized to comply with Medicare documentation requirements. The Daily Note option will be disabled until a Progress Note is finalized.
A Standardized Test must be completed. Click here for a list of all Medicare-required fields in the documentation.
Medicare certifications can only be completed on evaluative notes. To complete a Medicare Certification or Re-certification, select the “This note is a Medicare Certification” checkbox on an Initial Evaluation, or the “This note is a Medicare Re-Certification” checkbox on a Progress Note.
Charge Summary
- 8-Minute Rule validation in the Charge Summary.
- CO/CQ modifiers for assistant-provided services. Click here to learn more.
- When the KX/GA modifier is selected on the patient's case, then the respective modifier will automatically be applied to all charges added to a note. In order to ensure compliance with Medicare regulations, these modifiers cannot be unselected.

Medicare Threshold

An alert will display in SOAP 2.0 if a therapist is approaching or exceeding the Targeted Medical Review Threshold guidelines for Medicare ($2,150.00). Add the KX or GA modifier to dismiss the alert. Click here to learn more.