Update NPAWorks with new codes for January 2019
Our recommendation is to enter new services for the new codes. This will be a much cleaner process and allow to have accurate and clean reports. Following are the steps:
- Add new services
- From the main screen, highlight “Services” under your location/office name so that the Service List is showing. Click on the icon in the top left corner with the green plus sign (“Create a new entry”).
- A new window will open titled “Service”. There are four fields were you enter the following: Name/Description, Display Code/Abrv, Tracking ID and Service Category.
- Enter the name of the Service in the Name/Description field.
- Enter an abbreviation for the Service in the Display Code/Abrv field.
- In the Tracking ID field, a default tracking ID will appear.
- The Service Category allows you to categories your services from the dropdown menu option.
- Once all fields are complete, click “Save” to save the New Service
- From the main screen, highlight “Services” under your location/office name so that the Service List is showing. Click on the icon in the top left corner with the green plus sign (“Create a new entry”).
- Update Funding Source Record with the new services
- In the Services Tab of the Funding Source Record, select the new services added and complete all necessary fields.
- The new CPT Codes have been entered in the CPT Code drop down menu. Drop down menu is optional.
- The new CPT Codes have been entered in the CPT Code drop down menu. Drop down menu is optional.
- In the Services Tab of the Funding Source Record, select the new services added and complete all necessary fields.
- Add the new services on the client’s record, depending on the funding source requirements: (Please note not all funding sources will be ready for the change as of January 1st)
- If a new authorization is NOT needed and the funding source is requiring to use the new codes starting service date of 1/1/19:
- From the current contract, on the services tab, end the current services by changing the End Funding date to 12/31/18.
- Add the new services to the same contract, on the Services tab and change the Begin Funding date to 1/1/19.
- Adjust Auth Minutes as needed
- Complete all necessary fields.
- If new authorization is needed, once new auth is received
- create new contract and add new services
- complete all necessary fields
- If a new authorization is NOT needed and the funding source is requiring to use the new codes starting service date of 1/1/19:
- Update appointments, if needed, to reflect correct service/contract
- From the Service tab of appointment, click select, then select the new service. If appointment is in a recurrence series, select the option “apply changes to ‘This one and later siblings’.
- Update Staff records to reflect which new service they can provide.
- On the Personal Tab, under Service Provided box, select the new services provided by each staff.
- On the Personal Tab, under Service Provided box, select the new services provided by each staff.