Part B Daily Documentation & Charge Capture
Work each step in order: read what it involves, set a status (Done, N/A, or Flag), and add notes or open the tips. Switch on Edit to drag steps into a new order, rewrite the text, or add your own — then Export a branded PDF or Reset to the default. Nothing is saved or sent.
Reference OnlyBrowser-onlyNo PHIDo not paste patient names, Medicare IDs, SSNs, full claim files containing PHI, or other protected health information. This tool is intended for de-identified examples and educational / reconciliation support. Everything runs in your browser — nothing you paste is stored, logged, or sent anywhere. Notes and statuses stay in your browser tab only — nothing is saved or sent between sessions. Your PDF and .json exports are generated locally and include any notes you add (untick “Include notes in exports” to leave them out), so review an export before sharing it, and avoid entering patient identifiers.
Data statusReference Only
- Status
- Reference Only
- Data year / effective
- General revenue-cycle practice
- Last reviewed
- June 2026
- Last updated
- June 2026
- Primary source
- Industry revenue-cycle practice
- Formula notes
- Daily Part B documentation and charge capture: plan-of-care currency, timed-minute and 8-minute-rule unit counts, CPT and therapy modifiers, and KX threshold awareness.
- Known exclusions
- A general workflow — adapt to your payers, system, and policy
- Not exhaustive; settings and contracts differ
