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The HCFA 487 form serves as a crucial addendum to the plan of treatment for patients under the care of healthcare providers. This document is essential for updating medical information and ensuring that patient care remains aligned with the latest medical evaluations. It includes key details such as the patient’s Health Insurance claim number, the date of service, and the certification period, which are vital for tracking the patient's treatment history. Additionally, the form captures the provider's information, including their name and identification number, ensuring that all updates are accurately attributed. The signature of the physician is required to validate the medical update, while there is also an optional section for the name and signature of a nurse or therapist, further enhancing the form's credibility. By filling out the HCFA 487, healthcare providers can maintain comprehensive and up-to-date records, which are essential for effective patient management and compliance with healthcare regulations.

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Department of Health and Human Services

Form Approved

Health Care Financing Administration

OMB No. 0938-0357

ADDENDUM TO:

 

 

PLAN OF TREATMENT

 

MEDICAL UPDATE

 

 

 

 

 

 

 

 

 

1.

Patient’s HI Claim No.

2. SOC Date

3. Certification Period

 

4. Medical Record No.

5. Provider No.

 

 

 

 

From:

To:

 

 

 

6.

Patient’s Name

 

 

 

 

7. Provider Name

 

 

 

 

 

 

 

 

 

 

 

 

 

8.Item.

No.

9. Signature of Physician

10. Date

11. Optional Name/Signature of Nurse/Therapist

12. Date

Form HCFA-487 (U4) (4-87)

PROVIDER

Form Specifications

Fact Name Description
Purpose The HCFA 487 form serves as an addendum to the plan of treatment, specifically for medical updates related to patient care.
Governing Law This form is governed by regulations under the Social Security Act, particularly those pertaining to Medicare and Medicaid services.
Key Information It requires essential patient information, including the patient’s HI Claim number, certification period, and medical record number.
Provider Requirements Healthcare providers must sign the form, certifying the accuracy of the information provided and the necessity of the treatment updates.
Use in States While the HCFA 487 is a federal form, states may have specific requirements for its submission, often outlined in state Medicaid guidelines.

Hcfa 487: Usage Guidelines

Completing the HCFA 487 form is an essential step in the medical billing process. It is crucial to ensure that all information is accurate and complete to facilitate proper processing. Follow the steps below to fill out the form correctly.

  1. Locate the HCFA 487 form. Ensure you have the most recent version.
  2. In the first section, enter the Patient’s HI Claim No. in the designated box.
  3. Fill in the SOC Date, which refers to the start of care date.
  4. Indicate the Certification Period by specifying the start and end dates.
  5. Provide the Medical Record No. assigned to the patient.
  6. Enter the Provider No., including the date range from "From" to "To."
  7. Write the Patient’s Name clearly in the appropriate field.
  8. Fill in the Provider Name as it appears in the records.
  9. Assign a unique Item No. for tracking purposes.
  10. Ensure the Signature of Physician is included, along with the Date of the signature.
  11. If applicable, provide the Optional Name/Signature of Nurse/Therapist and the corresponding Date.

Once all fields are completed, review the form for accuracy before submission. This attention to detail will help ensure that the necessary information is conveyed effectively, allowing for a smoother process in the next steps of care or billing.

Your Questions, Answered

What is the HCFA 487 form used for?

The HCFA 487 form, also known as the Addendum to Plan of Treatment Medical Update, is used to provide updates regarding a patient's treatment plan. It is typically completed by healthcare providers to document changes in a patient’s medical condition or treatment needs. This form is essential for ensuring that all parties involved in a patient’s care are informed of any modifications, thereby facilitating better coordination and continuity of care.

Who is required to fill out the HCFA 487 form?

Healthcare providers, such as physicians, nurses, or therapists, are responsible for completing the HCFA 487 form. The form is generally filled out when there is a need to update the treatment plan due to changes in the patient’s health status or treatment requirements. In some cases, a nurse or therapist may also sign the form to provide additional insights into the patient’s care.

What information is needed to complete the HCFA 487 form?

To complete the HCFA 487 form, several key pieces of information are required. This includes the patient’s Health Insurance (HI) Claim Number, the Start of Care (SOC) date, the certification period, and the medical record number. Additionally, the form requires the patient's name, the provider's name, and the signature of the physician, along with the date of completion. Optional signatures from nurses or therapists may also be included to enhance the documentation.

How does the HCFA 487 form impact patient care?

The HCFA 487 form plays a crucial role in patient care by ensuring that all healthcare providers involved in a patient’s treatment are on the same page. By documenting updates to the treatment plan, the form helps to prevent miscommunication and ensures that the care provided aligns with the patient's current needs. This can lead to improved health outcomes and a more efficient healthcare process overall.

Where can I obtain a copy of the HCFA 487 form?

A copy of the HCFA 487 form can typically be obtained from healthcare facilities that accept Medicare or Medicaid, as they often use this form for billing and documentation purposes. Additionally, it may be available on the official website of the Centers for Medicare & Medicaid Services (CMS) or through healthcare software systems used by providers. If you are unsure where to find it, contacting your healthcare provider's office is a good first step.

Common mistakes

  1. Failing to include the Patient’s HI Claim Number. This number is crucial for identifying the patient’s insurance claim and ensuring proper processing.

  2. Incorrectly entering the SOC Date. The Start of Care date must accurately reflect when treatment began, as it affects coverage and reimbursement.

  3. Neglecting to specify the Certification Period. This period outlines the duration for which services are authorized and must be clearly indicated.

  4. Omitting the Medical Record Number. This number links the form to the patient’s medical history and is essential for verification.

  5. Using an incorrect Provider Number. Ensure that the provider number is accurate and matches the one registered with the health care financing administration.

  6. Not clearly stating the Patient’s Name. The name must match the one on the insurance policy to avoid confusion and delays.

  7. Failing to include the Provider Name. This information is necessary for identifying who is responsible for the patient’s care.

  8. Overlooking the Signature of Physician. A signature is required to validate the information provided and confirm that the physician agrees with the treatment plan.

  9. Not dating the form. Both the physician's and optional nurse/therapist's signatures must be accompanied by a date to establish a timeline for the treatment plan.

Documents used along the form

The HCFA 487 form, also known as the Addendum to Plan of Treatment Medical Update, is an important document used in the healthcare system, particularly for Medicare claims. Alongside this form, several other documents may be required to ensure a comprehensive submission for healthcare services. Below is a list of additional forms and documents often used in conjunction with the HCFA 487.

  • HCFA 1500 Form: This is the standard claim form used by healthcare providers to bill Medicare and other health insurance programs. It contains essential information about the patient, the provider, and the services rendered.
  • Plan of Treatment: This document outlines the proposed course of medical care for a patient. It includes the goals of treatment, the services to be provided, and the expected outcomes.
  • Physician’s Orders: These are written instructions from a physician regarding a patient's care. They detail specific treatments, medications, and tests that the healthcare team must follow.
  • Medical Records: These records provide a comprehensive account of a patient's medical history and treatments. They are crucial for verifying the services billed and ensuring continuity of care.
  • Patient Consent Forms: These forms document that a patient has given permission for specific treatments or procedures. They are essential for legal protection and ethical practice.
  • Progress Notes: These are written records by healthcare providers that track a patient's progress over time. They provide insight into the effectiveness of the treatment plan and any necessary adjustments.

Each of these documents plays a vital role in the healthcare billing process and helps ensure that patients receive the appropriate care while maintaining compliance with regulatory requirements. Properly completing and submitting these forms can facilitate timely reimbursement and improve patient outcomes.

Similar forms

The HCFA 487 form serves as an important document in the healthcare industry, particularly for documenting patient treatment plans and updates. Here are ten documents that share similarities with the HCFA 487 form:

  • CMS-1500 Form: This is a standard claim form used by healthcare providers to bill Medicare and other health insurers. Like the HCFA 487, it captures essential patient and provider information, ensuring accurate billing and record-keeping.
  • UB-04 Form: Used primarily by hospitals, this form is similar in purpose to the HCFA 487, focusing on billing for services provided. It includes patient data, service details, and provider information.
  • Plan of Care (POC): This document outlines the treatment strategy for a patient. It is akin to the HCFA 487 in that it details the patient's needs and the healthcare provider's approach to treatment.
  • Patient Treatment Record: This record maintains a comprehensive history of a patient's treatments and updates. Similar to the HCFA 487, it is crucial for tracking patient progress and care continuity.
  • Authorization for Treatment Form: This document secures patient consent for medical procedures. Like the HCFA 487, it involves signatures from healthcare providers and may include details about the treatment period.
  • Referral Form: Used when a patient is referred to a specialist, this form captures essential patient information and the reason for the referral. It shares the same goal of ensuring coordinated care.
  • Progress Notes: These notes document the ongoing treatment and status of a patient. Similar to the HCFA 487, they are used by healthcare providers to communicate updates and changes in the treatment plan.
  • Discharge Summary: This document summarizes a patient's treatment upon discharge. It includes key information about the patient's care, similar to how the HCFA 487 provides updates on treatment plans.
  • Insurance Verification Form: This form is used to confirm a patient's insurance coverage. Like the HCFA 487, it ensures that the necessary information is collected for billing and treatment purposes.
  • Patient Consent Form: This form ensures that patients understand and agree to their treatment plan. It aligns with the HCFA 487 by requiring signatures and confirming the patient's understanding of their care.

Dos and Don'ts

When filling out the HCFA 487 form, it is important to follow specific guidelines to ensure accuracy and compliance. Below is a list of recommended actions and common mistakes to avoid.

  • Do ensure that all patient information, including the patient's name and HI Claim No., is accurate and clearly written.
  • Do provide complete dates for the certification period and ensure they align with the treatment plan.
  • Do obtain the necessary signatures from the physician and any additional providers, such as nurses or therapists.
  • Do review the form for any missing information before submission to avoid delays in processing.
  • Don't use abbreviations or shorthand that may confuse the reader.
  • Don't forget to check for any required attachments or additional documentation that may be needed.
  • Don't submit the form without a thorough review for errors or inconsistencies.
  • Don't leave any sections blank; ensure all applicable fields are filled out completely.

Misconceptions

The HCFA 487 form, also known as the Addendum to Plan of Treatment Medical Update, is often misunderstood. Here are ten common misconceptions about this form:

  1. It is only for Medicare patients. Many people believe that the HCFA 487 form is exclusive to Medicare. In reality, it can be used for various insurance plans, not just Medicare.
  2. It is a standalone document. Some think the HCFA 487 can be submitted without any accompanying paperwork. However, it is typically part of a larger set of documents that include the original plan of treatment.
  3. All sections must be filled out completely. While it's important to provide as much information as possible, not every section requires completion. Optional fields can be left blank if they are not applicable.
  4. Only physicians can sign the form. This form may also be signed by a nurse or therapist, as indicated in the optional signature section. This flexibility can help streamline the process.
  5. The form is outdated and no longer used. Some individuals believe that the HCFA 487 form is obsolete. However, it is still in use today for specific updates and treatment plans.
  6. It is only needed for surgical treatments. Many think that the HCFA 487 is relevant only for surgical procedures. In truth, it can be utilized for a variety of medical treatments and updates.
  7. Submitting the form guarantees payment. While the HCFA 487 is important for processing claims, it does not guarantee that the insurance company will approve payment. Payment decisions depend on various factors.
  8. Patients must fill out the form themselves. Patients are not required to complete the HCFA 487 form. Typically, healthcare providers handle this paperwork on behalf of the patient.
  9. It can be submitted electronically. Some believe that the HCFA 487 form can be submitted online. However, it often requires a physical signature, making electronic submission not always possible.
  10. It is only for updates to existing treatment plans. While the HCFA 487 is primarily used for updates, it can also be utilized to initiate changes in treatment plans when necessary.

Understanding these misconceptions can help clarify the purpose and use of the HCFA 487 form, ensuring that patients and providers can navigate the healthcare system more effectively.

Key takeaways

When filling out the HCFA 487 form, it is essential to ensure that all required information is accurately provided. This form serves as an important addendum to a patient's plan of treatment and medical update.

  • Complete Patient Information: Include the patient's health insurance claim number, certification period, and medical record number. This information is crucial for proper identification and tracking.
  • Provider Details: Clearly state the provider's name and number. This helps in verifying the credentials and association of the medical professional involved in the patient's care.
  • Signatures Required: The form must be signed by the physician, confirming the medical update. Additionally, if applicable, a nurse or therapist may also provide their name and signature.
  • Timeliness is Key: Ensure that the dates, particularly the SOC date and the certification period, are accurately filled out to avoid any processing delays.