Progress Note Pull Errors

Written By Felicia Conner ()

Updated at January 16th, 2020

PROGRESS NOTE PULL ERRORS

Error 125  Note not signed
This error will need to be resolved by the clinical staff that wrote the progress note.

  1. Open the client chart.
    • F12 shortcut key

OR

  • Client menu > Client Chart
  • Locate the unsigned progress note.
  • Sign the note.

Error 146  No Primary Billing Selected Dx Date 

This error indicates the billing indicator of PM has not been entered on the Diagnosis Update form or the effective date does not cover the date of service.

  1. Open the client chart.
    • F12 shortcut key

OR

  • Client menu > Client Chart
  • Open the most recent Diagnosis Update (2015) form.
  • Is there a PM in the Bill column for a diagnosis?
Yes: There is a PM in the Bill column. Review the diagnosis effective date, is it prior to or the same as the date of service on the progress note? If yes, open a help desk ticket. If no follow these steps:
  1. Click Edit.
  2. Double click the diagnosis.
  3. Edit the effective date to cover the date of service an Click OK.
  4. Click Save.
No: There is not a PM in the Bill column.
  1. Click Edit.
  2. Right click on the diagnosis.
  3. Select Set as primary billing.
  4. Click Save.


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