Check for Service Restrictions While Adding an Appointment

When you are adding or editing an appointment, you can check for service restrictions from the Add/Edit Appointment window, which will provide a View Service Restrictions link for each procedure that has restrictions.

Procedures added via the Quick Add tab are not checked for service restrictions.

To check for service restrictions while adding an appointment:

1. From the Scheduler create a new appointment or open an existing appointment. For more information see Create Appointments.
2. On the Tx Plans tab, click the View Service Restrictions link next to the procedure for which you wish to view service restrictions.

   

   The system displays an alert that details the service restriction for the selected procedure.

   

3. If you determine that a service restriction does not apply to the selected procedure, select the Acknowledged checkbox next to the alert. Or, to acknowledge all alerts for a particular service code, select the Acknowledged All checkbox. Acknowledged alerts will be shaded green.

   

4. Click OK.

If a procedure has unacknowledged service-restriction alerts, it can still be planned and completed; however, the procedure may not be covered by the carrier.