Views:

Custom Contacts - Post Visit Rule

Summary:

Automatic custom contacts can be setup in addition to the automatic system generated 'rc' contacts. ABELDent automatically creates an 'rc' contact is created for six, nine, twelve month intervals etc, the option of 'Post Visit Rule' will allow for Daily, Weekly, Monthly or Yearly automated contacts.
 
An example would be a Periodontal office that would like to see patients back in 6 weeks for a periodontal re-evaluation or follow-up appointment. Since it is not possible to setup an appointment interval of 6 weeks, an alternative to entering manual contacts would be to use the feature Post Visit Rule.  The Post Visit Rule is either added directly to the procedure codes involved or by creating custom codes.

Post Visit Rule Applied Directly to a Procedure Code:
If a Post Visit Rule is added directly to the procedure code involved, then a Post Visit contact is generated each time that code is billed.  For example the service being performed is: "Curettage Osseous Defect and Osteoplasty Flap Approach" code 42431, where the patient is always required to return in 6 weeks for re-evaluation:
  1. Click File>Update>Master Fee Schedule
  2. Scroll to code 42431 (Select code you require)
  3. In the field Post Visit Rule, enter: 6W
  4. Click OK
  5. Upon billing code 42431, an automated 'Post Visit Contact' will be created for 6 weeks from the current date with a Work To Do entry of: Post-Visit Cont. and an Appointment Note entry referring to the procedure code originally billed, in this case; 42431.
Post Visit Rule Created Via a Custom Procedure Code:
If you do not require that the 'post visit' contact be generated EACH time a service code is billed, then you must setup a custom procedure code in the Master Fee Guide. Some procedures do not always require follow-up. There are times that a follow-up is required. In this case, it is best to create a custom procedure code that is billed along with the actual procedure code when required. The result will be a contact with a work-to-do reference of POST VISIT CONT.
  1. Click File>Update>Master Fee Schedule
  2. Click Add to enter a new code into the Master Fee Schedule. Use code number 00006 as the example. NOTE: any custom codes added to the Master Fee Schedule must always be below number 00999. 
  3. Enter an Official Description and Customer Description of 6 Week Post Visit Follow-up
  4. Enter a Service Code of 6W  (This entry can be used when billing to make data entry faster).
  5. Enter a Fee of 0.00 (zero).
  6. Select Special Type of X from the drop down list.
  7. Enter a Post Visit Rule of 6W
  8. Bill out code 6W or 00006 to create a patient contact for a 6 week follow-up.
Additional Information
This example has focused on a 6 week contact as an example. However, there are others available:
  • D for day
  • W for week
  • M for month
  • Y for year


Product (s): ABELDent version 6.01B06
Category: Billing
Classification: Public
Date Created: 01 January 1999
Created by: KaM
 

Keywords: Custom, Contacts, Post, Visit, Rule, rules