Two cards sit under the clock on the care-team dashboard. Log time: minutes, activity, an optional note. Log a contact: a phone call, a video, office or home visit, the paramedic coming out, a pharmacy or coordination call, a caregiver training session, or an encounter typed onto the record (urgent care, an emergency room visit, a hospital admission, a discharge date), with the day, time, minutes, who was involved and a note. A clinician's timed contact is also saved as a time entry, so the two never disagree. The same card is on the IDC Team feed behind Log a call or visit, and the family has it on their Care team page — what the family or a home team professional logs is an event on the record, never clinical staff time.
The Billing support tile under Reports shows the month. Who is who lists every login that touched the record and how it is counted: your practice's clinical staff are counted; a home health agency's PT, OT, SLP and RN appear under Seen by other organizations with their own minutes; independent clinicians are their own block; home team professionals are never clinical staff (their clocked hours show read-only under Home team hours); an agency's office login is left out. Every check says which practice it was counted from and how many people that was. Time is counted for the organization the login belongs to, never across organizations.
For each practice the report runs plain requirement checks per program — chronic care management (clinical staff time, complex, and the practitioner's own time), principal care management, transitional care management (the discharge on record, whether it came from a facility feed or was typed by someone and by whom; the interactive contact within 2 business days; the visit within 7 or 14 days), advanced primary care management, self-measured blood pressure, caregiver training, brief virtual check-ins, photo review, home visits and home health oversight — each row met or not yet, with a link to the place that fixes it. Consent is recorded per program with the date, verbal or written, and who recorded it. Remote patient monitoring is never applied to typed readings: the row says so, names any transmitting device on file as a program the practice may already bill, and counts device days only when a device vendor pushes readings through the Partner API.
Every card is labeled Estimated reimbursement opportunity: the level (minimal, low, moderate, high or bundled), the payment method, the candidate code shown as a number with ExpressAgain's own plain wording, the estimated rate source, the current status and the potential action, then the estimated allowed amount, the estimated payer payment, the estimated patient responsibility and the estimated reimbursement kept apart, with the revenue blockers named (missing consent, missing clinician time, no interactive communication, no device transmission, duplicate service, bundled payment, payer contract). The practice's total counts one monthly care-management path plus the separately payable services whose window is met. Rates come from Medicare's national non-facility reference and the practice's own payer rates on Settings; until a rate is loaded the cards show levels without dollars. Nothing here says what can be billed; eligibility, coverage, coding and payment remain subject to payer rules and claim adjudication, and the practice's coder decides.
Below the cards: the flagged-alert trail (each alert's date and time, reading and target, who logged it, who acknowledged it and when, and the follow-up within 24 hours — the trail a care management note is written from), the medical necessity draft built from the month's records and nothing else (no model writes it; the clinician edits it, saves it with their name and date, prints it, and the billing practitioner reviews and signs), the payer and plan from Insurance & Devices (never a member ID), the devices on file, and the CMS publications every check is read against, quoted. Print, and two CSVs: one row per time entry with the payer and the clinician's organization, headed by the practice's billing details; and the monthly summary with the estimate lines.
Where the number shows: the clinicians' dashboard carries a This month for {First} line above the Today door; the organization panel carries an Estimated reimbursement opportunity tile for the month across the scope, one tap from the Reports door. The tile is visible to every member; the per-patient report stays behind the Billing-ready exports add-on.