Coding Report

The coding report is where all billing information can be found in one place. The ability to create this report is available for all users, and it can be done for all appointment types except cosmetic appointments. This option is available from the schedule screen on the PMS but the appointment must be first signed off. You will see the option to generate the report when you right-click (or Control-Click) on the appointment, but only if the appointment has been signed off after November 15, 2017 (the inception date of the feature). You can also generate a group coding report, viewable on PMS scheduler on both day and week view in the right corner of the screen. Once clicked the coding report will download in the form of a .zip file with all the coding reports that were signed off.

If an appointment has been created before Nov 16, 2017, but signed off afterward, the coding report will still be available.

This report is not stored on the DMS so once created, if you need to save it you will need to download it first and then upload it to the patient's chart if you wish to save it there.

In the header, you will see the practice logo and Date of Service. Below that, on the right side, you will have the billing and attending provider listed, as well as the clinic name and clinic address. In case you change these details from within the billing encounter or claim they will be reflected in the coding report as soon as you recreate it. On the left side will be the patient name, picture, whether its an established or new patient, gender, D.O.B., contact phone number, and MRN (Medical Record Number).

On the report are all the coding details from the coding screen of an appointment. You will see the ICD-10 code(s) with the description, procedures with the same ordering, modifiers, units, and if any NDC codes are generated they will be listed as well. If you change any of these in the billing encounter or claim, changes will show on the report once generated again.

The E&M code section shows the History, Exam, and Medical Decision-Making (MDM) sections. Each of these sections is shown with their own level that is calculated according to the level of each subsection. These levels are calculated depending on everything that has been documented for the patient. All of these parameters combined will give you a suggested E&M code that is listed first in the procedures section written in bold.

Just below the E&M code section, we have the billing note, and after that are the details of the user who generated the report, as well as the date and time when the report was created. In case there is a non-billable encounter, that will be noted once the report is generated.

Note:  You can also view the coding report from the EHR.  After a visit has been signed off, you can access the coding report by tapping on the coding icon at the top of the progress note.

*You will then tap on the Preview and the coding report will generate for review.

*To print the report, tap on the share button in the upper right-hand side of the screen.

Side Note:  Coding Reports can be run for all of the selected day's signed off, non-cosmetic appointments from the Schedule on the Practice Management System via the blue Coding Report button at the bottom of the screen, right below the appointment status color key.  Please see attached article on Batch Coding Reports.