Go to the Schedule.

Select the patient and enter the current Daily Note.

Use a Smart Phrase to add the relevant RTM documentation, and use your SaRA Billing page justification for the correct dates and days of data exchange.

Select the RTM codes.

Select the applicable Smart Phrase(s).

Click Flow Sheet to enter your billing sheet.

Insert the new code(s). Use 8 minutes as a "plug" value so the system can handle these codes.

Sign the note and bill out.

Go to the Front Desk screen.

Click AVAIL to open a time slot to add the patient into. The timing (even a Saturday) is irrelevant to billing.

Click SCHED to add the patient to the schedule.

Follow the steps in Part 1 to add the RTM codes.