Modifying an existing sevice plan

Modifying an existing sevice plan

Occasionally the situation of a client significantly changes before their plan expires, such as new goals or objectives needing to be addressed or losing their payer eligibility. These types of changes will require a Plan Modification chart item be added to the client's chart, which will supersede the current's current plan. The most common reason for a modification is the client payer source changing so that scenario is used as an example here.

Adding a plan modification

  1. Go to the Client Information screen by clicking the View Client button on the client's chart.
  2. Add a new payer to the Client Payer line by clicking the Add button and filling out all the information. Set the new payer to Is Active to Yes. Do not modify or delete the original payer at this time.
  3. Click View Chart and then click Add Chart Item. Select Plan Modification from the list, which should be near the bottom of the list.
  4. The Effective Date, MainPayer, Level, and Duration on the modification should match the dates on the original treatment plan. If you try to change these values on the main tab the system will reset them to match the original plan.
  5. Fill out all the information in the treatment plan modification. Change the payer on all the objective services on the Goals tab to the new payer.
  6. Finalize the Plan Modification.
  7. Go back to the client's chart, click the View Client button, and set the previous payer to be not active. It is strongly recommended that you set the previous payer as not active rather than delete it.
  8. You should be able to resume billing notes for this client with the new payer.
NOTE: If you believe it is likely that a client's payer source will change in the next six months when doing an initial or extension plan then it is recommended that you set the client up with both payers, add services for both payers on the plan, and then set the "backup" payer as not active once the plan is final. That way if the client's payer source does change then it is much easier to update which payer is active rather than doing a both a plan and then a modification.