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Progress Reports and Narrative Reports
Please also check the
insurance billing manual updates and the
blog for more information.
Progress Reports: Physicians may request progress reports to keep them informed as to how the client is doing and what you are working on. You may want to call the physician and ask if they want/require progress reports. Sending the progress notes is a great way to build a working relationship with a physician or other health care professional. With HIPAA rules and regulations, you will probably need to have the client sign a release of records that will allow you to communicate with the physician about their case. A progress report can be a simple chart that outlines what improvement has been made in the client’s condition. (see sample in appendix)
Narrative Report Narrative Reports are usually requested by attorneys to summarize the client’s injuries, treatments and progress. They use these reports to prove to the insurance company just how badly the person was injured. They will use the reports to try and determine the amount of the settlement that is due to the client. It is usually in letter form and contains a generalization of what treatment has been done with the client to resolve their injuries. It is necessary to keep accurate chart notes so that you can write a narrative report. You can ask the attorney for more about what details they want in the report. (See also: Hands Heal: Communication, Documentation, and Insurance Billing for Manual Therapists” by Diana L. Thompson)
Please also check the
insurance billing manual updates and the
blog for more information.
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