Form and Superbill FAQs

Form and Superbill FAQs


Forms and Superbills FAQs

ABN Form

What is an ABN Form?

ABN Form

  • An Advance Beneficiary Notice of Non-coverage (ABN) is a form that informs Original Medicare Patients that Medicare might not cover a specific service or item.

Form Fields

What are the fields that are available for mapping forms?
Form Fields
  1. List of Form Fields
Why are the mapped form fields not generating/printing?

Mapped Form Fields not generating/printing

  • Has the form been uploaded to each necessary PM location? The form can only be generated/printed from an uploaded location.

    • Libraries > Forms > Add

      • PAT: Patient Dashboard

      • APT: Calendar

        • Don't forget to link the Appointment Types and/or Resources.

      • CHG: Encounter Dashboard

  • Ensure that each mapped form field has Visible and Print selected in the Text Field Properties. These fields are selected in the PDF Converter.

    • Read Only can be selected if these fields will never be modified in the PM.

    • Required can be selected to force the User to fill in the selected field.

  • Ensure that the correct form field mappings are being used based on the information that you are trying to generate.

Form Text Size

Why is the text the incorrect size?

Text is incorrect size

  • The Text Field Properties inside of the PDF Converter determine the size of the text.

    • Auto-Size may be selected when the information is not fitting in the form field appropriately.

    • It may also be beneficial to update the size of the form field.

Form Upload

How do I upload a form?

Upload a Form


Why isn't the form uploading to the PM?
Upload a Form to the PM

Insurance

Why isn't the Insurance populating on the form?

Insurance is not populating on the Form

  • This information applies to Workers Comp forms.

    • When printing the form from the Appointment Menu/Calendar and a Case is attached, the Insurance will generate appropriately. If a Case is not attached, the Insurance will not be generated.

    • When printing from the Patient Dashboard, the Insurance must be the Default Insurance or it will not generate.

How do I print a Form?

Superbill

How do I create a Superbill?

Create a Superbill


Why is the wrong Superbill generating?

Wrong Superbill is generating

  • If there is a Superbill attached to the Resource, it will supersede any Superbill set for the Appointment Type.

Why isn't a Superbill being generated?

Superbill is not generating

  • Ensure that the form is uploaded to Appointment Types or Resources.

    • The form must be uploaded and linked to each Appointment Type that it will be used for.

    • The Superbill ID must match the Form ID.




    • Related Articles

    • FAQs Overview

      Anesthesia Billing FAQs Charge FAQs Claim FAQs Demographic FAQs Eligibility FAQs Encounter/Visit FAQs ERA FAQs Form and Superbill FAQs iDology Direct Scanning FAQs Job Scheduler FAQs Patient FAQs Payment FAQs Permission FAQs and Examples ...

    • Upload Forms

      Upload Forms After a Form has been created and mapped, it can be uploaded to the System. From Libraries on the left Dashboard menu, select Forms in the Master Tables panel. Select Add. Form ID: A shortened title for the document. This name is used to ...

    • Upload Scanned Documents

      Upload Scanned Documents There is a 2MB file size limit for uploads, and this cannot be increased, and TIF files are not supported. With the Direct Scanning feature (Premium Add-On), you can scan Drivier's Licenses (IDs) and Insurance Cards directly ...

    • Print Batched Paper Claims on a HCFA Form or on Plain Paper

      Print a Claims Batch After batching your Claims, on the Claims Management Dashboard, go to the Claim Batches to Be Sent/Printed panel. This panel does not include Batches that contain Encounters in a more recent Batch. Find the batch with Type HCFA. ...

    • Add/Modify Custom Fields

      Add a Custom Field If you set the Data Type on the Custom Field to Text, you will get additional options that are not available for the other Data Types. See Text Data Types for more information. From the Admin Dashboard, select Custom Fields. Select ...