Payer Guidelines in Daily Note header

Within the Payer file in AgileEMR you will find the following fields:

When these fields have data entered (except default value) the data will be displayed within the Daily Note header for the clinician.

This data will only be displayed for the Primary Insurance at this time.

FYI to avoid confusion: The "Primary Insurance" name listed in the daily note header is actually the Insurance Carrier not the specific plan attached to the case, but the payer guidelines will be linked to the specific plan listed within the insurance tab. 

Just Fee Schedule Type:

Fee Schedule Type & Skilled Units Max:

Hovering over the tooltip will display the full message. 

Please reference this information when you are completing your documentation and billing. In the case of a unit limit, please ensure you are treating the patient for the patient's needs and not treating based on unit limit. This is for reference so you can make informed decisions while treating your patients.

Revenue Cycle adds our payers for us, so if this information needs to be added or updated for a payer/plan a ticket can be submitted to Rev Cycle support at revcyclesupport@allianceptp.com or by using the support beacon in AgileEMR and choosing Revenue Cycle.