Export RTM Billing to Prompt

Providers can now export patients' RTM billing to Prompt visits using the 'Get Code to Export in Prompt' button thanks to our integration.

Step-by-Step guide:

1.) Log in to the system as a provider. You'll need to be in the particular patient's profile to export the RTM billing. You can do this via the RTM dashboard or on the Patients page. 

Hover your mouse on the patient's card and click to bring up the 'Patient RTM Details' pop-up tray.

2.) Go to the 'Billing' tab, to see billable codes and previously billed codes. To view the billable and billed codes from past plans of care, click the 'Show Past Plans of Care' button.

3.) You can only export when the codes are displayed as 'Ready to Bill'. Select the RTM Code you want to export from the list, hover your mouse above the kebab menu (three dots), and click the 'Copy Code to Export'.

A pop-up will appear notifying you that you have successfully copied the code and that you are ready to paste the ID to Prompt's Treat & Flow sheet.

4.) Log in to Prompt, navigate to the specific patient's profile, and create/enter a new visit.

• Once you've created and/or entered a visit for the patient, you'll notice the "Active" tab in the patient's profile. Click the 'Active' tab, scroll down to the next line, and click the "Treat & Flow" tab.

5. On Prompt's Treat & Flow page, click the three dots, then click the "Import RTM Engage" option.

6.) An Import RTM Code from Prompt Engage pop-up will appear. Paste the Generated ID (copied from the Prompt Engage system) into the field. Finally, click the "Import" button.

7.) A success notification will appear at the bottom of the screen indicating that the RTM Code/s have been imported to Prompt's Flow sheet successfully.

The provider can make any changes as desired.