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

    • Upload a Form

      Upload a Form 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 link your document to appointment types of the form group ...

    • Link Form to Appointment Types/Resources

      The Form must be linked to an Appointment Type and/or Resource for batch printing to be available on the Scheduling Dashboard. Link the Appointment Types to a Superbill (Encounter Form, Fee Ticket) In Scheduling Setup, choose the Types tab. Add a new ...

    • Use Mappable Fields for Forms

      List of Mappable Fields Access the List of Mappable Fields here. A list of mappable fields is also available from the PM System. Access the Mappable Fields List from the PM System On the Left Side Menu, select Libraries. Under Master Tables, select ...

    • Form Field Mapping

      Creating/Mapping/Uploading a Form The instructions in this topic use Nuance PDF creator. Similar PDF creators should have similar processes and features. For information on PDF creator tools, see Create and Edit Forms. Create or Edit a Form. Use a ...

    • Print Forms

      The forms will electronically complete with the mappable fields that you added to the form. You can print specific forms from the Patient Dashboard, Scheduling Dashboard, or Encounter Dashboard. Print a Form from the Patient Dashboard Select Patient ...