Addendum Workflow

When you notice that your documentation has missing or incorrect information, you will need to complete an addendum to update the patient’s record.

Basic Workflow

  1. Navigate to the patient’s chart and open the Records screen for the corresponding case.
  2. Use the drop-down for the record you need to addend and select Add Addendum.
  3. Make any necessary changes to the documentation and then move to the Plan tab.
  4. Finalize the note using the appropriate option. 
  5. Self-Service Members: After a therapist finalizes and rebills an addended note, the charges will need to be worked from the Charge Updates page within the billing system. Note: Notes that have addendums removing one charge or all charges are not listed in the Charge Updates reports, see the No Charge Addendums section below.

Click here to learn more about adding addendums in the WebPT EMR.

Addendum Records Entry Example

  • Daily Note: Original DOS of October 22, 2019
  • Addendum: Added on October 28, 2019, and updated DOS to October 21, 2019

Corrected Claim Requirements

If any of the following information is updated on a note, a Corrected Claim will need to be submitted.

  • Date of Service
  • CPT Codes
  • Modifiers
  • Units
  • Billing Provider
  • Referring Physician
  • Diagnosis

No Charge Addendums

RevServe and RevEquip Members

When a charge is deleted/removed on the WebPT EMR note, you must contact the individual/team that manages your A/R. You do not need to contact them if the number of units billed was reduced.

Self-Service Members 

If a visit has been addended to be no-charged or one of the charges reduced to 0 units, email your internal Billing team to have the charge deleted.

Note: Notes that have addendums removing one charge or all charges are not listed in the Charge Updates report.

Important Notes

  • The provider that completed the original note should complete the addendum unless the other provider actually rendered the services.
  • Do not select Finalize & Rebill unless billable information has been updated.
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