The Assessment, Planning and Billing section on Workflow Event Forms brings together clinical findings and financial information in one place to support informed clinical decisions and accurate billing. After all examinations and tests are completed, the Assessment provides a clear clinical summary of the Patient’s condition. Planning then uses those findings to confirm diagnoses and define the most appropriate treatment approach, including follow-up actions, Tasks, or procedures required to support ongoing care. Billing links all performed tests and procedures to the correct Billing Codes as the examination progresses, allowing items to flow directly to an Invoice. Having clinical outcomes and billing aligned ensures efficient workflows, accurate Invoices, and consistent documentation of the Patient’s care journey.

?Please Note: Depending on the setup of your Examination form, previously added considerations, plans, diagnoses and script items will automatically be added to the section.

Assessment: A Comprehensive Summary of the Patient's condition after all tests and examinations have been completed, taking into consideration all the information that has been added to the form. 

Planning: Observations and Considerations that were made during the exam are used to get a conclusive diagnosis of the Patient's current health issues. The Practitioner is then able to devise a plan for the best course of treatment. As part of the Planning, you can schedule Theatre procedures, log Tasks and create Follow-up examinations to ensure that the Patient is getting the most efficient care.

Billing: During the examination, Billing Codes can automatically be added as the tests are performed to ensure accurate and efficient Billing, as each Procedure and test associated with a specific Billing Code can then be directly added to an Invoice for fast billing. 

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