---
title: "Code/Chart Review: How to send back progress notes for review"
description: "# Code/Chart Review ## Description of the feature The purpose of this feature is to allow a note to be sent back to the rendering provider, before it has been billed, to review and ensure that the documentation is accurate.…"
url: "https://legendehr.com/docs/code-chart-review-how-to-send-back-progress-notes-for-review/"
updated: "2024-09-30"
category: LegendEHR / EMR
---

# Code/Chart Review: How to send back progress notes for review

# Code/Chart Review

## Description of the feature

The purpose of this feature is to allow a note to be sent back to the rendering provider, before it has been billed, to review and ensure that the documentation is accurate.

**Note:**

- This feature can only be used for **signed progress notes** and for notes with **unbilled claims**. If the claim has already been billed, this feature cannot be used.
- When a note is sent back for review, it is **opened**.
- You can only send back notes that are to be billed to **Insurance**.
- Only the **supervising physician** of a progress note and members of the **billing team** can send back a progress note

## Reasons for sending back a note

A note can be sent back based on two reasons

- E/M justification, and/or
- Procedural documentation

![](https://legendehr.com/wp-content/uploads/2024/09/Send-back-reasons-e1725886443983-1024x539.png)

## Workflows

There are two workflows for this feature; one for **supervising physician** and one for the **billing team**.

### Supervising physician

A supervising physician can send back a note **signed** by the rendering provider through EMR.

- Go to EMR
- Click on the progress note that you want to send back for review
- Click on the **Send Back** button

![](https://legendehr.com/wp-content/uploads/2024/09/Send-back-button-1024x426.png)A pop-up appears

- Select either **Underbilled** or **Overbilled**
- Select the E/M reason
  - You can write a note for the reason you selected
- Select the Procedure Documentation error, if any
- Click on the **Submit** button
- The note will be opened
- The Send Back button will turn red and its name will be updated to **Sent Back Reasons**
- Clicking the **Sent Back Reasons** button will display the reasons for sending a note back![](https://legendehr.com/wp-content/uploads/2024/09/Sent-back-reasons-1024x595.png)

### Billing Team

Billing team can also send back a note for review.

- Go to **Billing** > **Bills**
- Select Office (Insurance) as **Bill Type**
  - Send Back option is not available for Office(Patient) Bill Type
- Enter any selection criteria for the Bills that you might have like Patient ID, Provider etc.
- Click **Apply**
- Claims with the specified criteria will be displayed by the system![](https://legendehr.com/wp-content/uploads/2024/09/send-back-billing-1-1024x422.png)
- Click on the Send Back button in front of the claim that you want to send back for review

A pop-up appears

- Select either **Underbilled** or **Overbilled**
- Select the E/M reason
- You can write a note for the reason you selected
- Select the Procedure Documentation error, if any
- Click on the **Submit** button
- The note will be opened
- The Send Back button will turn red and its name will be updated to **Sent Back Reasons**
- Clicking the **Sent Back Reasons** button will display the reasons for sending a note back
-

![](https://legendehr.com/wp-content/uploads/2024/09/Sent-back-reasons-1024x595.png)

![](https://legendehr.com/wp-content/uploads/2024/09/Sent-back-reasons-button-1024x305.png)

![](https://legendehr.com/wp-content/uploads/2024/09/Send-back-reasons-1-1024x588.png)