While it is not a requirement that the 60 day summary be a part of the 485, it is an efficient use of everyone’s time.

The most common usage for this is when doing a recertification visit using POC. On the Orders/Goals screen, there's a button [Add 60 Day Summary] that will place the 60 day summary text at the end of the text that is currently in Goals. At that point it can be edited as needed. This is intended to assist the agency, employee and the physician - the employee has a reminder to do the 60 day summary, the agency only has one document to mail to the doctor, and the doctor only has one document to read. Plus the agency will receive back from the doctor a signed copy of that 485, proving that the 60 day summary process was completed.