CL-027Clinical Documentation

Evaluation Charge Roll-Forward

Clinical Experience & Provider Productivity

Recommended pathConfigure / Activate
Capability status
To be confirmed with PRN
Transformation phase
To be confirmed with PRN
Effort
To be confirmed with PRN

Current State / What We Learned

Observed today, as captured in the corrected assessment.

Evaluation charge currently rolls into the next daily note unless configuration is changed

Desired Future State

The target way of working PRN and Raintree are aiming for.

Prevent evaluation charge from appearing on subsequent daily notes

Requirement / Gap

Ensure evaluation codes apply only to the appropriate encounter

Raintree Recommended Path

  • Change applicable evaluation configuration/default to prevent roll-forward
  • Raintree can configure the Time column to not roll forward on the Service-Based tab of Activity Log. Recommend setting the Evaluation line / any templates to default a specific entry within the CPT code column. For example “Evaluation - [SB]” We can then adjust a setup option to default Done Today to No for anything marked “SB”

Dependencies / Considerations

Configuration must be validated across templates

Outstanding Questions / Decisions

Which TVIST/configuration should be standardized enterprise-wide?

Evidence

Supporting screenshot 1 for CL-027 — Evaluation Charge Roll-Forward

Supporting screenshots from the corrected Detailed Transformation Assessment.

Source

Detailed Transformation Assessment (Corrected)