Visit Notes and Bills

Report on what bills were created from your practice to assess what was billed for a patient’s visit note, what codes were used. For reporting on but not limited to:

Common procedural codes used for billing in order
Visibility into what DX codes were used in order
Visit note sign off and creation dates

For the provider who rendered the services on a bill, use bill.rendering_provider_id (and supervising_provider_id / billing_provider_id for the other billing-section roles). These are separate from visit_note.physician_user_id, which identifies the note’s author — the two can diverge in practices with supervising relationships or incident-to billing. Join the *_provider_id columns to user on user.physician_id, not user.id. Use bill.billing_status_detail for the full status shown in Billing Home; billing_status remains the collapsed category.

select
   vn.patient_id
 , pt.first_name as "PATIENT_FIRST_NAME"
 , pt.last_name as "PATIENT_LAST_NAME"
 , pt.dob as "PATIENT_DOB"
 , vn.id as "VISIT_NOTE_ID"
 , chart_feed_date as "VISIT_NOTE_DATE"
 , sl.name as "SERVICE_LOCATION"
 , bi.id as "BILL_ITEM_ID"
 , billing_date
 , billing_status
 , b.billing_status_detail
 , billing_error
 , ref_number
 , b.notes
 , cpt
 , modifier_1
 , modifier_2
 , modifier_3
 , modifier_4
 , LISTAGG(icd10_code,', ') WITHIN GROUP (ORDER BY dx.seqno) AS "ICD_10 CODES"
 , concat(floor(vn.time_with_patient/60/60%24), ':', floor(vn.time_with_patient/60%60)) as "TIME_WITH_PATIENT"
 , concat('(', vn.signed_by_user_id, ')', ' ', s_user.first_name, ' ', s_user.last_name, ', ', s_user.credentials) as "VISIT_NOTE_SIGNED_BY"
 , vn.signed_time as "VISIT_NOTE_SIGNED_TIME"
 , concat('(', bi.created_by_user_id, ')', ' ', c_user.first_name, ' ', c_user.last_name, ', ', c_user.credentials) as "BILL_CREATED_BY"
 , bi.creation_time as "BILL_CREATION_TIME"
 , bi.last_modified as "BILL_LAST_MODIFIED"
 , concat(ru.first_name, ' ', ru.last_name, ', ', ru.credentials) as "RENDERING_PROVIDER"
 , concat(su.first_name, ' ', su.last_name, ', ', su.credentials) as "SUPERVISING_PROVIDER"
 , concat(bu.first_name, ' ', bu.last_name, ', ', bu.credentials) as "BILLING_PROVIDER"
from visit_note vn
  left join bill b on b.visit_note_id = vn.id
  join patient pt on pt.id = vn.patient_id
  left join bill_item bi on bi.bill_id = b.id
  left join bill_item_dx dx on dx.bill_item_id = bi.id
  left join service_location sl on sl.id = b.service_location_id
  left join user c_user on bi.created_by_user_id = c_user.id
  left join user s_user on vn.signed_by_user_id = s_user.id
  left join user ru on ru.physician_id = b.rendering_provider_id
  left join user su on su.physician_id = b.supervising_provider_id
  left join user bu on bu.physician_id = b.billing_provider_id
where vn.deleted_by_user_id is null
and bi.is_deleted = false
and dx.is_deleted = false
group by vn.patient_id, pt.first_name, pt.last_name, pt.dob, vn.id, chart_feed_date, bi.id, billing_date, billing_status, b.billing_status_detail, billing_error, ref_number, b.notes, cpt, modifier_1, modifier_2, modifier_3, modifier_4, vn.time_with_patient, vn.signed_by_user_id, vn.signed_time, bi.created_by_user_id, bi.creation_time, bi.last_modified, s_user.first_name, s_user.last_name, s_user.credentials, c_user.first_name, c_user.last_name, c_user.credentials, dx.bill_item_id, sl.name, bi.seqno, ru.first_name, ru.last_name, ru.credentials, su.first_name, su.last_name, su.credentials, bu.first_name, bu.last_name, bu.credentials
order by vn.patient_id, chart_feed_date, vn.id, bi.last_modified, bi.seqno;

If you have any questions about this topic please reach out to Elation Support Portal with the subject line HDB - <your_question>

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