How to enter Workman's Comp or Personal Injury type of Payors
Normally, patient's have commercial health insurance paying for their claims. However, sometimes, it may be covered by a Workman's Comp case or Personal Injury/Car Accident case. These "payors" are typically insurance companies or could even be lawyer offices. These are entered very similarly to a regular medical ins…
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 AdminàListsàList item entryà and select “Document type” on the left-hand side of the screen. To add a new ‘Document type’ within this list scroll to the bott…
Billing Configuration Settings for Non-RCM Clients
Before you start to send claims to your clearinghouse, there are a number of configuration settings that you should review: 1. Admin -> Locations: * Demographics sub-tab: Be sure that each of your practice location (which translate to Billing Facilities or Service Locations on the HCFA 1500) have a complete addres…
How Can I Tell When a Patient Received a Statement Last
Go to Patient Chart -> Patient Info -> Patient Accounts and click on the "Statements" tab. You will see a grid with all the times statements were generated that included that patient. ![][1] Important things to note: - Total Charges is the total balance reported to the patient on this statement - Created Date is t…
Editing Existing Insurance for a Patient
Open attachment to access Help Document
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 th…
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 represents the…
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.
E&M Coding Guidelines
For 2021, the E&M coding guidelines changed, this link has a lot of great information: [https://www.ama-assn.org/practice-management/cpt/implementing-cpt-evaluation- and-management-em-revisions][1] [1]: https://www.ama-assn.org/practice-management/cpt/implementing-cpt-evaluation-and-management-em-revisions
