Category: FAQs – Charges & Claims

Navigate to Charges module from the main menu and then click on Edit Charges. On the Charge Master window, pull up the Patient and select the Encounter. Click on the Encounter tab to make the required encounter-level changes. Click on the Details tab to make the required claim level changes. Click on Save Enc. button after making the […]

1. Choose the Submit Claims option under Charges Main Menu. 2. Submit claims page opens up as follows. 3. Invoke Claim History tab. 4. Choose the search parameters such as Claim Date Range, DOS Range, Claim Batch Type, Legal Entity, Insurance Level, Claims Receiver, etc as you wish to filter the claims. Enter the Claim Date From and To, […]

Box 10d is used to report the appropriate Claim Code or the Condition Codes whenever required and Box 19 is used to identify additional information about the patient’s condition or the claim. This information can be entered into a claim from the Edit Charges/Charge Master screen. Pull up the required charge in charge master, click […]

Navigate to Charges → Edit Charges. On the Charge Master Screen, pull up the patient and select the encounter. On the encounter line, select the Status as HOLD corresponding to the charge that needs to be put on hold and then click the Save button at the bottom.

To add a charge without an appointment, select the Charges → Enter Charges. Either click on the Enter Charge icon (highlighted in the image) in the appointment section or select a patient from the Patient field and start entering the details. Click Save after entering all the required information.

To change the insurance associated with a charge, you have to do case switching.  The case screen can be accessed either from the Charge Master or from the Patient Demographics. To learn more on case switching, click here.

The Claim History on the Submit Claims (Claims Workbench) would list the batch and upload/ download status. Alternatively, you can also look up this same report from the Report Central. This report is available under the Claims and Denials section and is named Claims Detail Report.

You have the option to rebill multiple claims from the Mass Rebill (Print/Rebill) screen. You can also have the claim batches auto-generated as soon as the rebill step is completed by checking the box – “Generate Claim”. The checkbox needs to be checked before the claims are selected and the “Re-bill” button is clicked. However, […]

  The CMS 1500 option is generally used for printing a claim form. Generating the paper claim using this option would open the information to the PDF viewer software on your computer with text alone and without any borders or lines. The red-lined form (CMS 1500) would have to be placed on the printer tray […]

A claim can be printed at the time of charge entry. Note: Using this option would force the posted claim to be submitted to paper, even if it was set up to be submitted electronically (EDI). The claim should be rebilled to have it go electronically via the default submission method. To begin, select the […]