Description

Screen used to manage all of the practices' claims.




Access

There are several ways to access this screen: 

  • Main Menu: Click on the Billing button. 
  • Main Menu: Click on the Quicklinks tab and select the Billing option. 
  • Appointments: Click on the Billingbutton on the toolbar of the screen then select the Go to Billing option.
  • Patient Details: Select a patient record, click on the Billingbutton on the toolbar of the screen then select the Go to Billing option.


Configuration

In order to correctly use the billing module, make sure all of the areas listed on the Settings button on the toolbar of the screen have been appropriately configured.


Sections

  • Buttons

    • Help: Displays the screen of the informative diagram or workflow, tool tips and instructions when creating a claim and reconciling. 

    • Dashboard (Beta): Exports all the transaction with the existing reports and allows user to create new ones. 

    • Refresh: Update screen. 

    • Settings: Lists all configuration areas for the billing area.

    • Vouchers: Manage insurance company payments.

    • Patient Pay: Manage patient or insurance payments.

    • Reconcile: Displays the payments pending to reconcile. User can also manage the dispute claims. 

    • Print: Access several reports, export options and claim printout options (Superbill or CMS 1500).

    • Transmissions: Select transmission options.

  • Create: Opens the Create New Claims Screen.
  • Edit: Edit the selected claim.
  • Previous: Return to previous screen.

  • Information Bar: Displays on the top part of the screen when additional instructions or system notifications are required.

  • Patient Panel: Contains aggregated billing totals for the selected patient.

  • Payer Summary: Displays the detailed summary aging of each insurance company. 

  • Filters: Use filters to limit the results that display on the data grid.

  • Data Grid:  Displays created claims (or filter results). Double click on any listed claim to edit.

  • Lower Information Bar: Informative area that displays the following:

    • Selected: Displays the total of selected claims.
    • Disputing: Displays the total claims in dispute. 
    • Secondary: Displays the total amount of claims sent to the secondary payer. 
    • Selected Balance Total
    • Record Limit: Limits the total records to display.
    • Restore Layout: Restores the screen to the default view.