As part of the audit process at sign off, the system will provide warnings about issues that could cause a problem with compliance or claim submission in the Issues section of the Sign Chart Notes dialog box. Issues that will cause a warning message to appear include: 

  • Underbilled or overbilled visits
  • Billing Rules altering billed CPT codes
  • Codes that will not be billed

Insight EMR will allow you to print or fax your documentation immediately following sign off. Check the box to Print after Signing or Fax after Signing, and select the report format and and/or printer as illustrated below prior to entering your password and clicking the Sign Off button.

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