This Billing Users' documentation will guide you to Articles that will help you navigate the System in order to bill and send claims. Select the links in the order they are listed for a comprehensive step-by-step Training Guide with a Biller's workflow in mind.

Navigation

• General Navigation

• The Icon Menu is located on the top right of the screen.
• The Dashboard Menu is located on the left side and is referred to as the Left Side Menu.
• Dashboard Controls

• Shortcuts

• Navigation Box Shortcuts (Go-Cuts)
• Keyboard Shortcuts

• Show Me How/Help Topics
• Customization

• Customize User Profiles
• Hide or Collapse the Left Side Menu

• Patient Search: How to lookup an existing Patient/Guarantor

• Find Patient/Guarantor/Policy Holder
• Global Patient Search

• Add a New Patient

Dashboards

• Dashboard Overview
• Dashboard Controls
• Data Entry Tips
• Home Dashboard: The Home Dashboard is your landing place when you log into the System. Frequently used panels can be pinned here for ease of access.

• Patient Dashboard

• Demographics Panel
• Patient Guarantors Panel
• Patient Balance Panel
• Patient Encounters
• Responsible Party
• Patient Active Policies Panel
• Patient Note Panel
• Patient Appointment Panel
• Patient Documents Panel

• Encounter Dashboard: This screen is Encounter/Visit Specific showing the Charges, Payments, and Responsibility for a Visit.

• Actions Panel
• Charge Panel
• Encounter Balance Panel
• Policy Breakdown Panel
• Procedure Panel
• Other Encounter Panels

• Insurance Management

• Insurance Profiles Overview: An Insurance Profile represents all responsible parties in the order they are used. Each Profile contains all the Insurances the patient has at that time.
• Insurance Policies: A Policy represents an Insurance card
• Default and Active Insurance Profiles
• Add/Modify Insurance Profiles on an Existing Patient
• Delete an Insurance Profile
• Edit the Policy Holder Information
• Move Existing Encounters to a New Insurance Profile: When a new Insurance Profile is added, you may need to move some of the existing Encounters to the new Profile.
• Expire an Insurance: Adding an expiration Date to one policy expires the whole profile, therefore, a New Insurance Profile will need to be added.
• Policies Not Part of an Insurance Profile: This panel acts as a holding area for policies that are not currently part of an Insurance Profile.
• Medicare Secondary Payer Reason (MSP): If Medicare is secondary, this is a mandatory field.

Billing

• Reference Batches: Reference Batches help you balance daily transactions and improve your auditing process.

• Add/Modify a Reference Batch: On the Reference Batch List screen, you can add a new Reference Batch or modify an existing one.
• Open, Close, Attach, Detach, and Archive a Reference Batch: A Reference Batch remains Opened until you change the Status button to Closed.
• Reference Batch Details
• Reconcile Reference Batch Receipts: Reference Batches can be used to reconcile your receipts.
• Move an Encounter or Receipt: If you posted Encounters, Receipts, or Payments in the wrong Reference Batch, they can be moved to the correct Reference Batch.

• Encounters/Charges

• Enter a New Charge (Encounter) Manually
• Incomplete Charge Review: The Incomplete Charge Review screen allows Users to review ALL Incomplete Charges on one screen.

• Select the Relevant Columns: You can select the Columns that are relevant to your Charge Review processes.
• Incomplete Charge Exceptions
• Modify, Delete, or Merge Encounters
• Complete the Charges for Billing
• Incomplete Charge Review

• Reorder Link for Diagnosis Codes: Diagnosis Codes can be reordered or deleted in the Diagnosis panel on the Add/Modify Charge screen.
• Reorder the CPT® Lines on an Encounter
• Order Procedure Lines by RVU: By default, the Procedure lines are ordered as entered in the Add/Modify Charge screen. When using RVUs, the lines can be ordered by RVUs
• Link or Unlink Diagnosis Codes on a Specific Line: The line items automatically link to the diagnosis codes in the order that they were entered, but they can be reordered, linked, or unlinked on the individual line items (CPT® codes).
• Reverse an Encounter: If you need to make changes that will affect the fees (such as CPT® code or Units), and the charge is in a closed period, the Encounter can be Reversed.
• Delete a CPT® from an Encounter
• Save an Encounter as Incomplete: From the Encounter Modify screen, you can force an Encounter to stay in the Incomplete bucket to close (complete) at a future time.
• Copy a Previous Encounter: This allows you to create a new charge using part or all of an existing charge.
• Link Appointments to an Encounter: The Missing Encounters Report is used as an audit tool for entered Charges for Patients that had Appointments on the Calendar.
• Balance Transfer
• Re-Apply Credit Balances on the Encounter: This function is used to move a Patient credit to a different Line, Encounter or Patient.
• Claim Status History: On the Claim Status History screen, you can see Claim status progression from the beginning to the end.
• Charge Management Rules: Using the Charge Management Rules, Validation Rules can be created to reveal common Charge entry errors before the Claim is sent to the Payer.
• Split Encounters: Splitting Encounters allows you to separate specified Procedure lines from one Encounter to a new Encounter.
• Telehealth Billing
• Dispensed Goods: A Charge can be entered for Products sold in the Office.
• Sales Tax
• Durable Medical Equipment (DME)
• Apply a Self-Pay Discount: You can apply a Self-Pay percentage discount using the Statement Profile to define how you want it to work.
• Enter an NDC Number to an Existing Encounter
• Condition Code
• Validation Warnings on Charges

• Cases and Authorizations

• Case Dashboard
• Add a Case for Workers Comp
• Cases for PCP Authorization
• Add a Case to an Appointment
• Edit an Existing Case and an Existing Authorization

• Claims

• Manually Batch and Upload Electronic Claims
• Print One or Multiple Paper Claims
• Print EOBs for Paper Claims
• Rebill or Resubmit Multiple Encounters to Insurance
• Real-Time Claim Status

• Statements and Invoices

• Statements/Invoices Management Dashboard

• Address Corrections on the Statement/Invoices Management Dashboard

• Statement Batch Overview

• Mailed Status of a Statement Batch and View Statement History

• Statements Batch Dashboard

• Access Statement/Invoice Batches
• Manually Batch and Upload Statements
• Manually Batch and Upload Invoices for Employer

• Review Statement Batch Items

• Remove a Statement from a Batch
• Delete a Statement Batch

• Statement Exception Batches

• Review the Batched Invoices/Exceptions

• Place a Statement on Hold
• Statement Balance Logic
• On-Demand Statements

• On-Demand Invoices

• Reset the Dunning Count
• Add an Adjustment Code to a Printed Statement
• Add a Customized Note to a Patient or Encounter that Prints on a Statement
• Credit Memo: Invoice Corrections
• Attorney and Employer Direct Invoices Overview

• Setup the Attorney/Employer Library for Direct Billing
• Add Employer/Attorney to Patient Dashboard for Direct Invoicing

• Troubleshoot Statements/Invoices

• Statement Batch Troubleshooting