Generate a Receipt for Product Billing (Superbill Activity Report)

You can print the Superbill Activity Report individually from Enter Charges screen or multiple for a date range from the Report Central. The Superbill Activity Report is available in the Superbill section of the Report Central. To print the receipt individually from Enter Charges screen, check the boxes “Print Superbill” and “Show Amount” and hit […]

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Setup Product Billing Category

To setup a Product Billing Category, we would add it to as a Procedure code. From the home page, click the Add Procedures link or expand the Setup menu and click Procedures. 1. Click the “+” button to the top right of the screen to add the new procedure 2. Enter the specific Product name […]

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Setup Secondary as Electronic / Paper

From the main menu click on Setup and then click on Insurance/Plan On the Proceeding “Search Insurance Company” window 1. Enter the Insurance Company Name 2. Click on Search 3. From the list click on Edit   button corresponding to the desired Insurance Company. 4.Click on the dropdown and select the Secondary Billing Method and click […]

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Insurance Companies

From the main menu click on Setup and then click on Insurance/Plan On the proceeding Search Insurance Company screen To Search for insurance company, type in the Full/Partial name and click on search. You can also search for an insurance company by the payer ID. Click on the check box to include end dated insurance […]

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Setup Secondary Non NPI Insurance specific PIN

Secondary NPIs are populated to the Box 24J and Box 33b of a paper claim and corresponding segments on an electronic claim. To add the Secondary NPI, click the Provider link from the home page to list your Providers. 1.Click the Setup Insurance link next to the Provider. This will bring up the list of […]

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Assign Provider(s) to Multiple Legal Entities

Go to Setup from main menu and click on Provider   From the Provider List click on the Edit button corresponding to the provider that needs to be assigned to multiple Legal entity/ Multiple locations From Provider Legal Entity list select the legal entities that are to be assigned to the provider. To make multiple […]

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Setup Individual or Group NPI/FTID/SSN through LE

Navigate to the Set up Menu & Click on Legal Entity  or else Click the Additional Offices/Legal Entity link on the home page, to display the Legal Entity list. Click on the Edit Button. Enter / update the Name, Address and other relevant information on the Legal Entity information. The Entity Type field controls the […]

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Setup Secondary Cross Over [COB]

Secondary claim creation can be prevented by selecting the option “COB” on the Secondary Billing Method of a particular Insurance. 1.From the Setup menu, select the Insurance/Plan sub menu. 2.Search the Insurance company and click the Edit button. 3.On the Secondary Billing Method, choose the option named “COB”. 4.Hit the Save button to update the […]

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Add a Patient Account Type

The Account Type for a patient is selected on the Patient Information Page. To add a new Account Type, navigate to the menus and expand the Advanced Setup. 1.Click the “All Lookups” menu to open the Search Look up screen. 2.Click the “+” icon on the top right of the Search Lookup. 3.Select the Type […]

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How do I edit or update the Custom Fee Schedule?

1. To edit or update the Custom Fee Schedule, click on Advanced Setup module from the menu and choose Custom Fee Schedule. The Search Custom Fee Schedule page will be displayed. 2. Enter the name of the Fee Schedule you want to edit or update and click the Search button. The search result will be […]

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