Corporate Account Tutorial
Watch this 20 minute video for a full overview of Corporate Accounts and how they work.
How Do You Delete the Claim Rebill or Correction Code
Most dropdowns in the system can be cleared by simply holding the control key and clicking on the delete key. An example is under Rebills/COB in Edit Claims, if you select a code in error and need to clear it just click control-delete and it will clear.
How to Enter and Authorization Number for Billing
When you have to get pre-authorization for services and need to keep track of these along with recording the authorization number to send on the claim, you can enter and track these through Patient Insurance. * From Patient Insurance screen, select the appropriate insurance record on the top and then select “Au…
How Can I See Who Added and/or Deleted a CPT/Charge Code to a Claim?
There are 2 places to see this in Charges. 1. Go to Patient Chart -> Encounters -> Charges, select the "Show Deleted" Checkbox. This will show all codes, deleted and not deleted. The deleted codes will not have the red X and will have a column indicting it was deleted. The last modified user was the one to delete…
How Can I Bill Under a Different Provider if the Rendering Provider is not Credentialed
If you need to set an overriding rendering provider for all claims for billing purposes, you can set a global billing override. This is handy if you have a new provider that is not yet credentialed. Go to Admin -> Personnel -> Personnel Entry and search and select the provider that needs the override. Go to Prov…
How Can I Change a Charge Amount Just for this Patient/Date of Service?
Sometimes, you may want to adjust the charge amount just for a particular instance - for a patient/date of service, for example. If you wanted to change the charge amount, or create a new one, you would go to Admin -> Billing -> Master Charges, but if you just want to adjust it for this one time, you can force the…
How to Add an Itemized bill to Patient Portal
First you will want to add ‘” Itemized Statements” as a new document type so you can attach these patient statements to the portal. You will do this by going to Admin à Lists à List item entry à and select “Document type” on the left-hand side of the screen. To add a new ‘Document type’ within this list scroll to t…
How to get Authorization number printed on HCFA 1500
As long as the Authorization number is entered under Claim Details -> Referral/Authorization tab, you can get it to print in Block 23 on the HCFA claim form. There is one catch, if there is also a CLIA number, the CLIA number will take precedence: The way to get this Authorization number to print on the p…
How to add a charge for things like Medical Records or Forms for Self Pay?
How to add a charge for things like Medical Records or Forms for Self Pay? If you have charges for patients that you need to keep separate from their medical insurance billing, then you can follow these steps to add those types of charges to a Self Pay claim: 1. Ensure you have a CPT code defined that represent…
