By default, non-licensed clinicians like PTAs, COTAs are allowed to finalize a note, assuming the rendering provider’s approval is provided and the rendering provider's initials are entered in the system.
But when the Rendering Provider Authentication feature has been enabled, this user will no longer be able to finalize any document and generate a claim. The user will, however, be able to use 'Submit for Review' and select a rendering provider. This allows the user to send documents to a rendering provider for review.
Once clicked the pop-up box will show a drop-down list of Rendering Providers that the Servicing Provider can choose from who to send the document for review.
In this manner, non-licensed clinicians (also called ‘servicing providers’ or SP) like PTAs will be required to ‘submit documents for review’ to licensed clinicians (also called ‘rendering providers’ or RP).
In Touch EMR recommends that RPA be enabled for non-licensed clinicians since the presence of the licensed clinician is not guaranteed at all times. If the goal is to prevent non-licensed clinicians to finalize a note, especially if a licensed clinician (rendering provider) is not available to supervise and sign off on the note, then RPA should be enabled (set to ‘yes’).
When a document has been submitted for review to a rendering provider, the appointment in the calendar changes color to indicate that it is in review
When the appointment is clicked, it will also show a notification that the document has been submitted for review and indicate who sent it for review to whom.
When the Rendering Provider opens the Dashboard Control Center 1.0, there is a list of documents for review assigned to that provider. This makes it easy to keep track of which documents have been submitted to which clinician. The clinician clicks on the patient name and the patient chart will open.
In the patient chart, under documents for review, it will list all the documents that has been submitted for review.
IMPORTANT NOTE: ONLY the rendering provider to whom the document has been submitted to for review will be able to see the document. Other providers will not be able to view the document. Other providers will not see anything listed on the document for review.
The rendering provider must click the edit icon and go through the document and review it before finalizing the claim.