Understanding the Billing Workflow

A.Insurance Charge Workflow 1. All charges saved and not yet billed fall under NEW status. Additionally, any charge crossed over from EHR to the billing would also appear in the “NEW” status on the Enter Charges screen. Save the charge with status Bill to PR to post the charge. 2. After the first batch generation […]

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View Claim Details on the Print/Rebill screen

Print/Rebill screen can be used to view the current line status of a claim and any previous claim or line activity. In order to view the claim details, follow the below-given steps. 1. From the Print/Re-Bill screen pull up the claims using the search options available. In Image 1, claims are searched for by using […]

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Appointment Color Codes in the Charge Entry Screen

A sample screenshot of the appointment view in the Charge entry screen is shown in Image 1. Image 1 Color categorization helps to easily identify the charge status and to locate an unposted charge. Table 1 gives a brief description of each color code. Color Description Indicates that no charge has yet been created against […]

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Hold Charges

Charges can be put on hold in two ways. Unposted charges can be put on hold from the charge entry screen. Posted charges require charge master to put them on hold. Hold Unposted Charges 1. To put unposted charges on hold from the Charge Entry screen, select the Charges module from the main menu and […]

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Add Notes for a Charge

Notes or comments on a claim can be entered from the charge master screen. 1. To enter a Line Note (Procedural Level note), click on the note icon (indicated by an arrow mark in Image 1) on the encounter line, which opens up the field to enter the line note. Image 1 2. Enter the […]

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Enter Anesthesia Time

To enter the Anesthesia time of a procedure, click on the line note icon on the encounter line. On the box that pops up (see Image 1), enter the Anesthesia time. The time should be in HH: MM format, click Save & Close to save the info. Image 1  

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Override the Line Status

Insurance claims can be overridden to bill individual lines to the patient or to write them off. The Override drop-down in each line in the charge entry screen is used for this purpose. By default, Override has the value ‘None’ meaning that there is no override for the line and the line is set to […]

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Create a Patient from Charge Entry

A new patient can be added from the charge entry screen, as well. To do so, follow the below-given instructions. 1. Select the Charges from the main menu and click on Enter Charges. 2. Click on the   button next to the Patient search (highlighted in Image 1). Image 1 Patient Information screen pops up, […]

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Enter charge with a different Service Location/Facility

Place of Service and Service location in the charge entry screen populates from the corresponding fields provided in the Billing Options page of the Practice. In order to change the Place of service and service location during charge entry, follow the below-given steps. 1. Select Charges from the main menu and click on Enter Charges. […]

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Installment Setup for Patients

To set up installment for a patient, choose Edit Charge under Charges menu from the left main menu. Select the patient for which you want to add an installment. Image 1 Choose the Patient tab in the Charge Master screen (highlighted in Image 1), and click on the button (also highlighted in Image 1) to […]

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