I need the practice management role to allow more than what is available at this time. My Revenue company/biller also provides auditing services for me and checks if my notes are compliant with the insurance agencies. They told me they need access to progress notes to review the following:
Check that I completed a note
If not is compliant for medical necessity
Place of service must be visible
Telehealth requirements must be visible
Face-to-face time with pt must be visible
If the CPT code is correct
If I signed the note
Also if there is an audit they have to pull the notes to have a review with the utility management of the insurance companies.
