This Knowledge Base article explains how to electronically bill a Treatment Plan when the Service Code option is not available. To enable the "Service Code for Treatment Plans' group rule, please have a Security Administrator submit a request by emailing ticket@icanotes.com or calling 443-569-8778.

In this Knowledge Base article, we will walk through the process of linking a Treatment Plan to a Progress Note and billing the Progress Note so it can be submitted electronically.

Link Treatment Plan to Progress Note

With a completed Treatment Plan in the chart, start by creating a Progress Note from the patient’s Chart Face

Click Link to Treatment Plan

In the Link to Treatment Plan Screen, start by selecting the Treatment Plan (1) to be linked into the note, then select the Problem or Problems (2) to be included. You’ll be prompted to select which Interventions to link in the note. You can document the progress of the Treatment Plan (3 and 4), then click to go Back (5) to the Progress Note.

Closer detail: selecting Interventions to include within the note

As you make your selection, you’ll see the contents of the Treatment Plan populating in the yellow work areas.

Likewise, when you click to go Back to the note, the Treatment Plan will be included in the Instructions and Recommendations work area.

For billing purposes, ensure you have service and diagnosis codes in the work areas. Then, click to Compile this Note to save it to the chart. With the Treatment Plan now linked into a Progress Note, the note can now be billed from the Billing/Productivity Report.

From the Reports menu, go to the Billing/Productivity Report

In the report search form, use available filters to locate the Progress Note with the linked Treatment Plan, then click to run as Billing Report (expanded).

Once the note is Ready to Submit, you can then Prep and Submit the claim for electronic billing.

For a more detailed review of the electronic billing process, please refer to our comprehensive Electronic Billing Guide.