1. Incomplete Billing Following an Evaluation
This alert appears when billing is missing or incomplete for the same date of service as the Evaluation.
Follow these steps in order:
Step 1 — Confirm a Daily Note was submitted for the same date as the Eval/Recert.
A Daily Note must be submitted for the Evaluation’s date of service.
Step 2 — Open the Daily Note and confirm all billing codes include minutes.
If any billing code shows 0 minutes, the alert will continue to appear.
Step 3 — Verify the Evaluation code was billed for.
If the Eval CPT code is not billed for on the Daily Note, the alert will persist.
You must:
Reopen the Daily Note
Add the correct Eval code
Enter the minutes
Resubmit the note
Step 4 — If this alert appears after a Recertification:
A Recert may have Eval codes that pulled in from the previous Evaluation or were manually inputted by the therapist.
If an Eval code exists:
It must be billed for OR
It must be removed from the Recert if it is not needed
2. Documentation Overdue
This alert appears when required documentation has not been submitted for the current Episode of Care. If it persists unexpectedly:
Check 1 — Review all Episodes of Care.
The overdue alert may be coming from a previous EOC, not the current one.
Check 2 — Confirm a Discharge was completed.
If there is no Discharge in the EOC, the alert will not clear.
Check 3 — Ensure documents are completed in the correct order.
If a Recert or Eval is completed after a Discharge, the system interprets this as a new open cycle, causing the alert to reappear.
Check 4 — Check for an Evaluation or Transitional Evaluation without a Discharge.
If any Evaluation-type document exists in the EOC without a Discharge, the alert will continue until a Discharge is completed.
3. Episode of Care Open — Patient Discharged From Facility
This alert appears when the patient was discharged from the facility, but the Episode of Care remains open.
To resolve:
Click Action from the Monthly Closeout table.
You will be taken directly to the patient’s Episode of Care.
Open the Actions dropdown (upper right, purple button).
Select Close Episode of Care.
Once the EOC is closed, the alert will clear.
4. SSN Missing (But Patient Was Never Evaluated)
This alert appears when the patient’s SSN is required but missing from the profile.
To resolve:
Navigate to the patient’s Patient Details page.
Click Edit Details.
Enter the SSN into the required field.
Save.
Once the SSN is entered, the alert will clear automatically.