Description

X-Superbill is used for charge entry and editing of bulk data. It facilitates billing of multiple patients simultaneously in a single screen and saves them to PracticeSuite. Bulk Patient Data coming in through the interfaces are processed using the X-Superbill screen.

Features

1.Users Can Bulk-Hold lines in the X-Superbill

X-Superbill screen has line sub-status for bulk Holding of lines (see Image A). The created Sub statuses can be named with the Reason for holding the line.

A. To begin with, the sub status drop-down would be empty. Users can create HOLD_type sub statuses under the Advanced Setup-Billing Lookups page. A status with prefix HOLD_ will be treated as hold bucket and will be displayed in the X-Superbill sub status combo box. User can define multiple HOLD buckets (eg. HOLD_AUTH_PENDING, HOLD_REVIEW_PENDING).

B. Users can move selected claims to the HOLD sub status and clear off the HOLD sub status to push it back to their original bucket.

C. Lines with HOLD_type Sub Status will be excluded from claim generation in the Claims Workbench.

Image A Highlights HOLD_type buckets and the corresponding sub status drop-down.

Image A

2. X-Superbill Lines Can Be Moved in bulk To Other Statuses

X-Superbill permits bulk moving of lines in a given status to other permissible statuses which are valid transitions from the given one. BILL_TO PR lines can be moved to BILL_TO_PT, BILL_TO_GR, HOLD and VOID. Select the lines and then select appropriate status from the Status drop-down at the bottom and click on Process button; see Image B showing bulk status change of lines in Rebill_To_SE bucket.

Image B

3. ‘In_Collection’ Status and ‘Pre-Collection’ sub status of Patients can Be Removed in Bulk

Two buckets added in X-Superbill screen to list patients in pre-collection and the In-Collection bucket to list patients in Collection status. Click on the respective bucket and do the following.

1. For bulk Removal of In-Collections status, user can change the status of the lines to either Bill_To_PT or Bill_To_GR; Select an appropriate one from the Line status drop-down at the bottom.

2. For bulk removal of  pre-Collection sub status, line status cannot be changed but sub status can be changed to HOLD_type displayed in the sub-status drop-down. Image C shows Pre-collection bucket, and sub status options to change. 

Image C

4. Case Switch for Paid Encounters

X-Superbill Screen will permit case switching of paid encounters if the insurance/policy# and the insurance level in the original case match with the target case. 

5. X-Superbill screen will default to Charge Entry or Charge Master worklist whichever has the higher unposted count. Users can always toggle the radio button to see the other worklist.

Search Filters of  XSuperbill Screen

The XSuperbill search filters are ACCT. DATE, DOS, LINE STATUS, LEGAL ENTITY, PROVIDER, CASE TYPE, POS, SERVICE LOCATION, PATIENT, PR. INS., SE. INS., TR.INS., CLAIM TYPE, CPT, SHOW CHARGES, MODIFIED BY(last modified user), ACCESSION#, CLAIM RECEIVER.

If no filters are provided, all lines in the NEW status gets displayed.

Charge Buckets of XSuperbill Screen

Line statuses are indicated by buckets displayed beneath the search filter section and the count of charges in each status is indicated by an orange-colored circle above each. Clicking on any bucket displays all the charges in that bucket; this is one way of filtering the charges to display.

Buckets to hold Lines with HOLD_Type substatuses, Collection bucket to hold patients in ‘In_collection’ status and Pre-collection bucket to hold patients in ‘Pre-Collection’ sub status are also included.

 

Case-wise Listing of Charges

The main section of XSuperbill is the case-wise listing of charges of each patient. Refer to Image 3. Against each patient name, their DOB, MR#, PC Ref#, Case#, Primary, Secondary and Tertiary Insurances are displayed. Rendering and line-level providers along with their titles are also displayed.

The insurance effective dates for primary, secondary and tertiary coverage will show up as a tool tip on the screen.

Editing Bulk data in X-Superbill

a. To process bulk charges from the x-superbill screen, select the checkbox corresponding to the lines at the leftmost part of the line. Repeat this step for all lines to be processed. Provide adequate values for the fields given in Image below and Click on the button. 

Parameters That can be Bulk-edited Comments
Line Substatus Lines in BILL_TO_PR, BILL_TO_SE, BILL_TO_TR can be put on hold temporarily from claim generation
Line Status Select the lines using check boxes provided and select the line status at the bottom of the screen
IN_COLLECTION line status Patients in this status can be moved out by changing the status to either BILL_TO_PT or BILL_TO_GR
Pre_Collection line sub status Patients in this sub status can be moved out by changing the sub status to HOLD_Type sub status; line status cannot be changed. 
Accounting date Select the lines using check boxes provided and select the accounting date at the bottom to set the line-level accounting date. This can be done only for NEW and HOLD charges.
PSTS#/Batch#

b. To edit a single charge, click on button at the rightmost end of the line. This opens the ChargeMaster screen where we can do the required edits. Line level edits can be done by either double-clicking on the line or clicking on button at the rightmost end of the line. HOLD Charges also have line-level edits enabled. Also, NEW and HOLD charges can be voided from the x-superbill screen.

c. Charges in the BILL_TO_PT  status can be changed to BILL_TO_GR and vice versa.

d. Four diagnosis code fields are displayed here. To view more, click on beside the diagnosis field.

e. To change the case for a charge, click on the case number; a drop-down of applicable case numbers appears; choose another case number and click on button to save the case for the encounter.

f. To view/edit the patient demographics, click on the patient name hyperlink.

g. The charge lines may contain errors/warnings. The symbol indicates a warning. This is shown in case either PR, SE or TR payer IDs are invalid. The symbol indicates an error. It is necessary to correct all the errors related to a charge before the system can process the charge.