Set Up a Non-Credentialed Therapist to Route to a Supervisor

In this topic, you will learn how to set up a therapist so they can document and route to the supervising therapist because they are not yet credentialed with a specific payer.

May treat without supervisor cosign

This feature allows you to select whether or not a supervising therapist is required to cosign chart notes.

Follow these steps to define the cosign global setting:

  1. From the Edit menu, select Staff or press F6. The Add/Edit Staff dialog box appears.
  2. Select the May treat without supervisor cosign check box. This allows the therapist to sign off on their own for payers with whom they are credentialed.
  3. In the Payer Credentialing area of the dialog, you can select a button associated with each payer in the Cosign Req'd column. Selecting a button identifies which payers require cosign for the specified staff member.

    Note: The only payers that will display on this list are those that you have already marked as Requires Credentialing for Caregivers in the payer General Billing Data tab of the Edit Payer dialog box.

  4. Click Save to save your changes.

There are two different set up options to choose from at the database level.

Option #1

If you would like the supervising therapist to have to manually cosign ALL notes for a staff member who is required to cosign, select the Require cosign for non-evaluation appointments check box in the Company Info and Clinic Management dialog. When the therapist who requires cosign is finished documenting on their note, they will be required to select the supervising therapist to route the visit to for an additional sign off.

Option #2

If you would like the supervising therapist to manually cosign on evaluation appointments ONLY, you would clear the Require cosign for non-evaluation appointments check box in the Company Info and Clinic Management dialog. When the non-credentialed therapist signs on an evaluation appointment, they are required to select the supervising therapist to route the visit to for an additional sign off.

If it is a NON-EVAL appointment, the therapist would sign off and still be required to select the supervising therapist. In this case it would not be routed. It would go straight over to billing, but it would show the Caregiver as the non-credentialed therapist's name and the Supervisor as the supervising therapist's name.

Note: The supervisor's name would be listed on the bills in either of the previous options.

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