Reviewing Summary Reports

Please note the screenshots and information in this article contain fake PHI

Summary Report Overview

A Summary Report consists of a collection of reports that occurred during the Summary Report monitoring period. To learn more about monitoring periods and how to set them up, visit this article. Summary Reports are meant to provide an easy-to-process, easy-to-read report that supports consistent and regular billing cycles.

The goal of this article is to walk you through the contents of the Summary Report itself.

Common Scenarios of a Summary Report

1. Summary Reports with 1 or more 'Submitted' reports
   1. Key Clinical Findings (KCF) - pulls from data of most recently submitted report
   2. Vendor Report - the attached report is the most recently submitted vendor report
   3. The Technician Notes snippet includes the Tech notes from the most recently submitted report
   4. Links to all the reports within that monitoring period will be dated and listed on the Summary Report page

2. Summary Reports with all reports 'Dismissed'/'Archived' (due to no actionable clinical items for clinician to review):

1. Key Clinical Findings (KCF) - pulls from data of most recent report
2. Vendor Report - the attached report is the most recent vendor report
3. The Technician Notes snippet includes the Tech notes from the most recent report
4. Links to all the reports within that monitoring period will be dated and listed on the Summary Report page

Note

• While we provide links for reports received within the monitoring period, a maximum of 10 links can be displayed. The total number of remote reports will be shown numerically below and categorized appropriately (e.g., submitted, dismissed, e-signed, etc.).

Processing Summary Reports

Note Writing

The entire note can be written with the use of the Summary Report Overview snippet. It will include information about the reporting period, the number of reports received (and submitted if applicable), as well as pull forward the the note that aligns with the measurements/parameters and attached vendor report.

Sending Discrete Data to the EHR

Depending on your EHR and system configuration, you may be able to send discrete measurement/parameter data to the EHR.

• The system will pull the data from the most recent report included in the Summary Report
• The checkbox will be checked by default if the DOS of the most recent report is within 14 days of the Summary Report's DOS. If the difference in dates is 14 days or greater, the checkbox will not be checked by default. It can always be manually checked/unchecked.

FAQs

1. Will Mobile Express Interrogations and In-office Interrogations contribute to Summary Reports?

   No. These types of reports do not contribute to Summary Reports as they are not considered billable remote transmissions and will not be applied to a R360 generated Summary Report

2. What timezone is used for Summary Reports?

   The clinic's timezone will always be used for date calculations related to summary reports.