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Conference Call Notes

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Monthly Teams Meeting: September 15th, 2025

On Monday’s Teams Meeting, we discussed:

REMINDER- COVERAGE: Be sure the Clinic Manager is involved in the discussion/decision of your coverage in another clinic so they can plan accordingly. This applies for PCCs and Providers.

REMINDER- BILLING STATUS CHANGES: Be sure to change the Minor Status to “Billing Packet Uploaded” in the “Claim Management” screen once your HCFA is complete and Billing Packet has been added to the “Billing Packet” section.

UPDATE- MISSING BILLING DOCUMENT SHIFT: As of 10/06/2025 we will be shifting our Missing Billing Documents out of Task and into the Billing Tab which will now be known as Incomplete Billing Packets.

·        Clinics will need to work on completing any current Missing Billing Document Tasks created for their clinic up to 10/06/2025 and work any Incomplete Billing Packets in the Billing tab.

OPTIONAL Q+A REGARDING MISSING BILLING DOCUMENT SHIFT: We will hold an optional Q+A to discuss this shift on 10/03/2025 at 11:30am.

·       Please reach out anytime if you have questions on this new procedure.

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