Have you received a Risk Adjustment Records Request from a health plan, or a third-party records collection agency hired by the health plan, such as Inovalon, CIOX, Change Healthcare, Datafied, Cotivity, or Alliant? If you call the requesting agency, you will find out that for a Risk Adjustment request, many health plans will accept a treatment summary instead of full session notes. But what to include in the treatment summary? Actually, the information they need is usually not the same information as we usually would put in a treatment summary. This sample template is specially designed for Risk Adjustment Records Requests and will give you a quick and easy way to fulfill any obligation you have around these requests, while limiting the release of client confidential information.
NOTE: THERE ARE MANY DIFFERENT TYPES OF RECORDS REQUESTS. THIS TREATMENT SUMMARY IS DESIGNED TO BE USED ONLY FOR RISK ADJUSTMENT RECORDS REQUESTS. It is strongly recommended that you contact the requesting agency to be sure that a treatment summary meets their needs, and to confirm what to include in your summary. Should you prefer to consult about any records request, please don’t hesitate to schedule a consultation with Barbara at www.calendly.com/barbgris and you will get this template free as part of your paid consultation.
AFTER YOUR PURCHASE, KEEP LOOKING AT THE SCREEN! You should be immediately redirected to a “thank you” page — scroll down that page and look for the blue link to the summary template. You will also get a follow up email within 1 business day with the link. Check your spam folder if you don’t receive it. If you don’t receive it within 1 business day, contact us at firstname.lastname@example.org.