Question 1

What is a workflow in this context?

Accepted Answer

A workflow is a complete documentation and billing setup for a specific medical scenario. It includes: CPT codes for billing, ICD-10 codes for diagnosis, templates for documentation, and a checklist of required information.

Question 2

How does the Workflow Builder work?

Accepted Answer

1) Select your specialty. 2) Select the type of visit/procedure. 3) The tool generates recommended CPT codes, ICD-10 codes, documentation templates, and a checklist. 4) Customize as needed for your practice.

Question 3

Can I customize the generated workflows?

Accepted Answer

Yes. The generated workflow is a starting point. You can remove codes, add additional codes, modify templates, and adjust the checklist to match your practice's specific needs and workflows.

Question 4

Can I export or save workflows?

Accepted Answer

You can copy/paste or print the generated workflow. Export to Word/Google Docs for team sharing. Contact us about custom export options for bulk integration.

Question 5

Can I share workflows with my team?

Accepted Answer

Yes. Export the workflow to Word, Google Docs, or PDF and share with your team. They can print it, review it, and implement it in your EHR or documentation system.

Question 6

Does this work for all specialties?

Accepted Answer

Workflows are pre-built for major specialties (primary care, cardiology, orthopedics, etc.). If your specialty isn't listed, contact us—we can create a custom workflow template.

Question 7

Should I use these workflows as-is?

Accepted Answer

No. These are templates and educational guides. Always customize for your specific practice, verify codes with your coding compliance officer, and ensure they match your documentation.

Question 8

How often are workflows updated?

Accepted Answer

Workflows are updated annually in January when CPT codes change. ICD-10 recommendations are updated in October. Check back regularly or subscribe for updates.

Specialty Workflow Builder

Select a Workflow

Select a Workflow

How the Workflow Builder Works

Select Specialty

Choose Visit Type

Get Complete Workflow

Related Tools

Validate Your Workflow