Accessing & Submitting Monthly Reviews

August 2025 Update - available for non-CoCM & BHI patients
What's New

We're expanding Monthly Review capabilities to support all patients, regardless of program enrollment or assessment completion. This enhancement provides greater flexibility while maintaining clear distinctions between billing and non-billing reviews.

NeuroFlow automatically compiles Monthly Reviews following the required checkpoints for billing 99484. These are excellent summaries of an individual's activity within NeuroFlow over the last 30 days and are very useful for the prescriber who is seeing that individual. 

Requirements for a Monthly Review to be Available (for Billing)

The general requirements for a Monthly Review to be available for generation are as follows: 

• The patient must have a provider assigned, and the provider who invited them to NeuroFlow must be registered in NeuroFlow.
• The patient must be enrolled in a CoCM or BHI program, and they must be in the "Active Treatment" status within the program.
• The checkbox indicating consent to the CoCM program must be checked. ("Patient Consented to CoCM program.")
• The patient must have a valid diagnosis code.
• The patient must have completed at least one questionnaire within the month
  • Here is a list of assessments that will NOT trigger a Monthly Review:
    • ORT_OUD
    • PDUQP
    • Oswestry Lower Back
    • Oswestry Neck
    • Audit110
    • CDRISC10
    • RTW
    • Columbia
    • Tobacco Screener
    • SDOH
    • SQS
    • PEG
    • SAW
    • HolisticWellness
    • CAGEAID
    • Fagerstrom
      
      Note on NON-BILLING Reviews: Generated for any patient, clearly tagged to prevent billing confusion. Can be generated for CoCM/BHI patients as well if all requirements are not met.

How to Generate the Patient's Monthly Review:

Monthly Reviews can be generated easily within the platform with functionality to support coding for 99484, give real-time data and overviews of individuals, and set yourself up for success. 

Here are the steps to generate a patient's Monthly Review:

1. From the Care Team Dashboard, filter on "Monthly Review" in the Notifications Category. 

2. You can then select the "Ready for Monthly Review" calendar icon to access the Monthly Review page. After the Monthly Review has been successfully generated for the patient, this notification will no longer appear.

In the case that a Monthly Review was already generated and you'd still like to access it again with the same timeframe, you can access the monthly reviews within the Client Dashboard/Patient Profile in the "Monthly Reviews" tab.

3. Once you have accessed, reviewed, and updated the Monthly Review page as necessary, select the "Create Review" button at the top right-hand side of the page.

You can then download and save the monthly review using the download button next to the Monthly Review Date after it appears.

How to Generate the Patient's Monthly Review(non-billing):

For Non-Billing Reviews (any patient, any time) you simply navigate to the patients page in NeuroFlow then use the new "Generate Review" button. There you can select any previous month. Please note these reviews that did not meet all the requirements for a billing monthly review will be clearly marked with "NON-BILLING" tag.

 

Retroactive Review

If the month has ended but you have not yet generated the Monthly Review, you can generate Monthly Reviews from the previous month up to 15 days after the month ends.

• Monthly Reviews will display in the table if assessments have been completed in both months. 

Reviewing a Monthly Review for Reimbursement:

Here is the workflow we recommend to submit a Monthly Review so it is eligible for billing reimbursement: 

1. Review and edit the individual's information at the top
2. The Care Team Manager should review the rating scales by leaving comments. A "Clinical Suggestion(s)" section is also available to help you determine next steps:
   
   
   
   NOTE: If you'd like to adjust the visible sections of this feature, reach out to an admin or [e-mail]. If you are an admin in NeuroFlow, navigate to Settings & Preferences > Organization tab > Monthly Reviews section > click the "Visible sections" drop-down menu:
   
    
3. The treatment plan can be adjusted as needed for the individual
4. Click “SAVE AND DOWNLOAD,” and a PDF will be generated. Check out the attachment for an example review.

The Monthly Review can then be given to the doctor and/or uploaded into the EMR for insurance reimbursement purposes.

New Features

Versioning

You can now generate new versions of any existing Monthly Review, even if it is from a previous month. After clicking the blue text of the most recent Monthly Review, you will be directed to the Monthly Review generation screen, where you can edit and add to the Monthly Review.

If you have several versions of different Monthly Reviews, but you only want to see the most recent ones, you can toggle on "Show Most Recent Per Month."

 

Deleting Monthly Review Comments

When generating a Monthly Review, you can delete old Monthly Review Comments by clicking the trash can icon. The time associated with the comment is also removed.

Important Notes

If a patient becomes billing-eligible during a month, the system keeps the billing version of the Monthly Review.

All existing reviews and notifications remain unchanged prior to the August 2025 update.

If you have any questions or have issues, please contact [e-mail].