Chart Notes

Chart Notes are also commonly referred to as:

• Medical Records
• Soap Notes

1. Chart Notes must indicate why each lower level item will not medically suit your needs. i.e.:

• If your prescription is for a walker it must be documented why any lower level item will not suit your need such as a cane or crutch, OR
• If your prescription is for a lightweight wheelchair then there must be documentation that explains why a standard wheelchair will not meet the medical need.

2. Chart Notes must be from a visit to your physician about the requesting equipment.
3. Face-to-Face evaluation (if required for equipment)
4. Prescription does NOT work as part of chart notes.
5. The medical record is not limited to physician's office records but may include records from hospitals, nursing facilities, home health agencies, other healthcare professionals, etc. (not all-inclusive).
6. Records from suppliers or healthcare professionals with a financial interest in the claim outcome are not considered sufficient by themselves for the purpose of determining that an item is reasonable and necessary.