Using Global Periods in the iPad App

A global period refers to the time frame after a procedure during which certain related services are considered part of the package and are not typically billed separately. Explore the drop-down menus below to learn more about how to utilize global periods in Encompass.

What do you want to do?

There are multiple areas you can utilize to view global period information.

  • Patient Header
    • Open the patient's chart and locate the GP icon next to their name, indicating a global period.
    • Click the carrot under the patient header to expand the section and locate the Primary Payer section to view any global periods.
  • Global Period Tab
    • Open a patient chart and scroll to the Global Period tab on the left
  • Global Period Indicator on Bills
    • Hover over the global period indicator on the service line of a bill to view details
    • Click the Manage GP Indicators link to view global period information and mark it as visible or hidden in the patient header

Setting a global period calculates how many global period days remain for billing purposes and bill the appropriate modifier.

  1. Create a new exam for a patient or open an existing exam in a patient's chart. For more information, see Creating or Opening a Visit in the iPad App.
  2. Tap the Ocular Exam tab.
  3. Search for and select an option in the Diagnosis section.
  4. In the Search Plans section, type 'Set Global Period'.

    In the Plans section beneath the Search Plans section, select Set Global Period.

  5. Select options in the plan details window and tap Done when finished.

Setting a global period calculates how many global period days remain for billing purposes and bill the appropriate modifier.

  1. Open a patient visit and tap the Ocular Exam tab. For more information, see Creating or Opening a Visit in the iPad App.
  2. Swipe down to locate the appropriate diagnosis and tap Resume Dx.

    The system returns you to the top of the screen and automatically fills in the details of the diagnosis you selected.

  3. Swipe up to the top of the page and in the Search Plans section, type 'Set Global Period'.

    In the Plans section beneath the Search Plans section, a list of options appears. Select Set Global Period.

  4. Select options in the plan details window and click Done when finished.

Inactivating global periods may be helpful in situations when a global period was documented for the wrong patient.

The ability to inactivate global periods is a permissions-based feature. Follow the steps below to remove global periods and avoid incorrectly identifying patients with global period information that doesn't pertain to them.

  1. Log in to Practice Settings.
  2. Search for and select a user account to grant permissions.
  3. On the user profile, select the Manage Global Periods check box.
  4. Search for a patient and open their chart.
  5. Tap the Global Period tab on the left.
  6. Locate the global period you wish to inactivate and tap the Inactivate link.
  7. In the Inactivate window, provide a reason for inactivation and tap Inactivate.