Medicare Blog

when to do eval vs progress note for medicare

by Jared Ullrich PhD Published 2 years ago Updated 1 year ago
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Re-evaluations are not routine and shouldn’t be billed routinely. Progress notes are routine and are completed at every 10th visit or every 30 days (whichever comes first).

Full Answer

Will Medicare pay for a progress note?

To be perfectly clear, Medicare will not pay for a progress note. According to compliance expert Tom Ambury, “It is not appropriate to bill…when reporting ‘normal predictable progress’”—regardless of the timing or whether “a more thorough assessment is being performed.”

Should I Bill for a re-evaluation after completing a progress note?

In a progress note, you’re simply justifying the continued medical necessity of your care. Furthermore, it’s not appropriate to bill for a re-evaluation when you’re only completing a routine progress note.

What is a Medicare Progress Report and why is it important?

Let’s start with the reasoning behind this documents. From Medicare’s perspective, the primary purpose of all Part B documentation is to demonstrate that the care fully supports the medical necessity of the services provided. That means a Progress Report must clearly describe how the services are medically necessary for that patient.

Does a progress note require a physician's signature?

Nope! Progress notes do not need physician signatures. Medicare simply requires a physician's signature on the original plan of care and each recertification (i.e., every 90 days). Hope this helps! Can I get confirmation that, after a progress note/recert note, the tally for counting 10 visits for the progress note starts over?

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What is difference between progress note and re-evaluation?

Re-evaluations are not routine and shouldn't be billed routinely. Progress notes are routine and are completed at every 10th visit or every 30 days (whichever comes first).

How often does Medicare require a progress note?

every 10 treatment daysMedicare requires a Progress Report be completed at least every 10 treatment days. The next reporting period begins on the next treatment day after the Progress Report was performed. It is important to know that the dates for recertification of a Medicare POC do not affect the dates of a required Progress Report.

How often do you need a progress note?

once every 10 treatment visitsProgress Reports need to be written by a PT/OT at least once every 10 treatment visits.

In which situation is a billable re-evaluation appropriate?

When medical necessity is supported, a re-evaluation is appropriate and is separately billable for: A patient who is currently receiving therapy services and develops a newly diagnosed related condition e.g., a patient that is currently receiving therapy treatment for TKA.

Can a PTA write a progress note?

Can PTAs and OTAs complete progress notes? Not for Medicare beneficiaries. According to Rick Gawenda in this blog post, CMS does not allow assistants to complete full progress notes. Instead, licensed clinicians (i.e., PTs or OTs) must write progress notes themselves.

What are the Medicare requirements for documenting levels of assistance?

Requirements: Documentation must show objective loss of joint motion (degrees of motion), strength (strength grades), or mobility (levels of assistance) Documentation must show how these therapeutic exercises are helping the patient progress towards their stated, objective and measurable goals.

What is the purpose of a progress note?

Progress notes serve as a record of events during a patient's care, allow clinicians to compare past status to current status, serve to communicate findings, opinions and plans between physicians and other members of the medical care team, and allow retrospective review of case details for a variety of interested ...

What is the difference between a SOAP note and a progress note?

Data A: Action: R: Response. A SOAP note is a progress report. In medical records, a progress note is a notation by someone on the patient's healthcare team that documents patient outcome as a result of interventions and specific services that were provided to the patient for one or more problems that the patient has.

What is the most common form of progress note charting?

SOAP notes. Today, the SOAP note – an acronym for Subjective, Objective, Assessment, and Plan – is the most common method of documentation used by providers to input notes into patients' medical records.

When should I charge a re eval for physical therapy?

Under Medicare guidelines, a re-evaluation is medically necessary (and therefore payable) only if the therapist determines that the patient has had a significant improvement, or decline, or other change in his or her condition or functional status that was not anticipated in the POC (emphasis added).

What does Eval and treat mean?

This approach involves a complete subjective examination to determine the severity, irritability, nature, and stage of the patient's complaints. In this way, the therapist may reach conclusions as to the amount and vigor of the physical examination and proceed with treatment in an analytical manner.

Does Medicare cover G0283?

Stimulation delivered via electrodes should be billed as G0283. The charges for the electrodes are included in the practice expense portion of code G0283. Do not bill the Medicare contractor or the patient for electrodes used to provide electrical stimulation as a clinic modality.

How often do you need to complete a progress report for Medicare Part B?

In terms of progress reports, Medicare Part B therapy services require therapists to complete a progress report at least once every ten visits. This progress report becomes a part of the patient’s medical record.

Is a re-evaluation warranted?

To reiterate, a re-evaluation isn’t warranted unless : there’s been a significant improvement or decline in a patient’s condition, there have been new clinical findings, or the patient hasn’t responded to the treatment outlined in the current plan of care.

Does Medicare require re-evaluation?

They seem to think that Medicare, or their state practice act, needs them to re-evaluate patients on a fixed schedule. Well, the fact is, a lot of these therapists might be confusing ‘re-evaluations’ with ‘progress reports’ which more often than not, are what Medicare or their employer is actually referring to.

How often do you need to complete a progress report?

A clinician must complete a progress report at least once every 10 treatment days or at least once during each certification interval, whichever is less. The beginning of the first reporting period is the first day of the episode of treatment regardless of whether the service provided on that day is an evaluation, re-evaluation, or treatment.

What is an evaluation in a plan of care?

Evaluation. The initial evaluation, or the plan of care including an evaluation, should document the necessity for a course of therapy through objective findings. Documentation of the evaluation should list the conditions and complexities and, where it is not obvious, describe the impact of the conditions and complexities on ...

What is the Medicare requirement for therapy?

In general, Medicare requires that therapy services are of appropriate type, frequency, intensity, and duration for the individual needs of the patient. Documentation should: Establish the variables that influence the patient's condition, especially those factors that influence the clinician's decision to provide more services than are typical ...

What is the purpose of treatment notes?

Treatment Notes. The purpose of the treatment note is not to document medical necessity, but to create a record of all encounters and skilled intervention. Documentation is required for every treatment day, every therapy service, and must include the following information:

When is therapy service payable?

The Centers for Medicare and Medicaid Services (CMS) states that therapy services shall be payable when the medical record and the information on the claim form consistently and accurately report covered therapy services. Documentation should also include objective measures of the patient's improvement as a means to justify therapy services ...

What is discharge note?

The Discharge Note is required and shall be a progress report written by a clinician and shall cover the reporting period from the last progress report to the date of discharge. The discharge note shall include all treatment provided since the last progress report and indicate that the therapist reviewed the notes and agrees to the discharge.

What is the record of encounter notes?

the encounter note must record the name of the treatment, intervention of activity provided; total treatment time; and. signature of the professional furnishing the services. If a treatment is added or changed between the progress note intervals, the change must be recorded and justified in the medical record.

What is the purpose of Part B documentation?

From Medicare’s perspective, the primary purpose of all Part B documentation is to demonstrate that the care fully supports the medical necessity of the services provided. That means a Progress Report must clearly describe how the services are medically necessary for that patient.

Can progress reports be billed separately?

It’s also important to remember the time involved in writing a progress report cannot be billed separately. Like all documentation, Medicare considers it included in the payment for the treatment time charge. Progress Reports do not need to be a separate document from a daily treatment note.

What is a plan of care for Medicare?

When treating Medicare patients, the Plan of Care refers to the written treatment plan for which the intended therapy services must specifically relate to. The Plan of Care is established at the time of the first visit with the patient and is derived from the clinical information gathered during the Initial Therapy Evaluation.

Can Medicare deny POCs?

Since Medicare could potentially deny or claw back payment if the above time frames are not met, it is essential that your practice establish a workflow to keep track of Medicare POCs and Progress Reports. If your EMR does not offer a tracking system, then this may end up being a manual process using home grown spreadsheets or some other recording method. However, if you are an OptimisPT user, you can take advantage of the embedded alerts, reminders and reports that can track this for you.

General Information

CPT codes, descriptions and other data only are copyright 2020 American Medical Association. All Rights Reserved. Applicable FARS/HHSARS apply.

Article Guidance

Therapy evaluation and formal testing services involve clinical judgment and decision-making which is not within the scope of practice for therapy assistants.

Bill Type Codes

Contractors may specify Bill Types to help providers identify those Bill Types typically used to report this service. Absence of a Bill Type does not guarantee that the article does not apply to that Bill Type.

Revenue Codes

Contractors may specify Revenue Codes to help providers identify those Revenue Codes typically used to report this service. In most instances Revenue Codes are purely advisory. Unless specified in the article, services reported under other Revenue Codes are equally subject to this coverage determination.

How often do you need a progress note for Medicare?

Currently, Medicare only requires a progress note be completed, at minimum, on every 10th visit. I hope that helps!

What is a progress note for a therapist?

In it, the therapist must: Include an evaluation of the patient’s progress toward current goals. Make a professional judgment about continued care.

How long does it take for Medicare to recertify?

And even when things do go according to plan, Medicare requires recertification after 90 days of treatment. If you’re a WebPT Member, you can use WebPT’s Plan of Care Report to identify which plans of care are still pending certification as well as which ones require certification—before those 90 days are up.

What is a POC in therapy?

The Plan of Care (POC) Based on the assessment, the therapist then must create a POC —complete with treatment details, the estimated treatment time frame, and the anticipated results of treatment. At minimum, Medicare requires the POC to include: Medical diagnosis. Long-term functional goals.

How long does it take to sign a POC?

Medicare requires that a licensed physician or nonphysician practitioner (NPP) date and sign the POC within 30 days. To make things easier, though, the certifying physician doesn’t have to be the patient’s regular physician—or even see the patient at all (although some physicians do require a visit).

How long does it take for Medicare to discharge a patient?

Medicare automatically discharges patients 60 days after the last visit. Unfortunately, if the patient has been discharged, then you will need to perform a new initial evaluation. If you do not live in a direct access state, then you will also need to to get the physician's signature on the patient's new POC.

What is the evaluation of a licensed therapist?

Before starting treatment, the licensed therapist must complete an initial evaluation of the patient, which includes: Objective observation (e.g., identified impairments and their severity or complexity) And, of course, all of this should be accounted for you in your documentation.

How to complete a progress report?

Ambury suggests following these three tips to ensure you’re completing your progress notes correctly and on time: 1 “After the initial evaluation, establish a schedule to perform a progress report on or before the [patient’s] tenth visit.” 2 Allow an assistant to participate in the progress report process, “performing those aspects of the progress report that fall within [his or her] scope of practice,” but ensure you as the licensed therapist are the one responsible for “clinical judgment, decision making, and [signing the note].” 3 Demonstrate that you provided treatment to the patient within the reporting period by signing the treatment note.

Can PTs bill for progress notes?

While PTs can't bill for progress notes, they can bill for re-evaluations—but only if certain requirements are met. Click here to learn more. Oh, CMS. If only you made your wishes clear, there’d be a lot less confusion—and fewer claim...

Can Medicare bill for re-evaluation?

While I would encourage you to contact your local MAC for an answer that is specific to your state's practice act, according to compliance expert Rick Gawenda here, you cannot bill Medicare for a re-evaluation solely because your state practice act requires re-evaluations at set intervals.

Do you need a progress note for Medicare?

As Ambury writes in this article, “according to Medicare, the progress note provides the continued justification of the medical necessity of the treatment.” As of January 1, 2013, therapists are required to complete a progress note for every Medicare patient on or before every tenth visit throughout that patient’s course of care. As a reminder, the licensed therapist must be the one to complete the progress note (an assistant cannot complete this task, although he or she can participate in the process), and Medicare does not require a physician or nonphysician provider (NPP) to sign the note. Ambury also explains that the dates for plan of care (POC) recertification “do not affect the date of the required progress report.” As such, “there could be several progress reports before the recertification,” he says.

Do you need a physician to sign a progress note?

As a reminder, the licensed therapist must be the one to complete the progress note (an assistant cannot complete this task, although he or she can participate in the process), and Medicare does not require a physician or nonphysician provider (NPP) to sign the note .

Should therapists bill for re-evaluations?

In fact, therapists should only bill for re-evaluations under a very select set of circumstances. According to WebPT President and Co-Founder Heidi Jannenga, re-evaluations are only appropriate if the patient presents with a new diagnosis or at least one of the following situations applies:

Is it appropriate to bill when reporting normal predictable progress?

According to compliance expert Tom Ambury, “It is not appropriate to bill…when reporting ‘normal predictable progress’”—regardless of the timing or whether “a more thorough assessment is being performed.”.

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Summary

Evaluation

Plan of Care/Certification of The Plan of Care

  • The plan of care shall be consistent with the related evaluation. The evaluation and plan may be reported in two separate documents or a single combined document. The certified plan of care ensures that the patient is under the care of a physician or NPP. Long term treatment goals should be developed for the entire episode of care and not only for the services provided under …
See more on asha.org

Progress Reports

  • The progress report provides justification for the medical necessity of treatment. A clinician must complete a progress report at least once every 10 treatment days or at least once during each certification interval, whichever is less. The beginning of the first reporting period is the first day of the episode of treatment regardless of whether the service provided on that day is an evaluati…
See more on asha.org

Treatment Notes

  • The purpose of the treatment note is not to document medical necessity, but to create a record of all encounters and skilled intervention. Documentation is required for every treatment day, every therapy service, and must include the following information: 1. the encounter note must record the name of the treatment, intervention of activity provided; 2. total treatment time; and 3. signature …
See more on asha.org

Discharge Note

  • The Discharge Note is required and shall be a progress report written by a clinician and shall cover the reporting period from the last progress report to the date of discharge. The discharge note shall include all treatment provided since the last progress report and indicate that the therapist reviewed the notes and agrees to the discharge.
See more on asha.org

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