The main menu of Billing is below. The Report Functions section has eight different buttons which will be discussed in detail in this section.
Review Date on Screen
This finds all invoices that had charges posted for the date you enter at the dialog below, which auto-fills with today's date. You can review them either on the regular Review or the Administrator’s screen.
The Review screen shows all pertinent information about an invoice. Use the navigational buttons on the bottom right to review each claim one by one. Tabs or buttons across the top allow you to:
- Go to Charges Screen so you can add any charges
- Got to the Payment Screen so you can add any payments
- Go to the Admin Screen
- Return to the Menu
- Setup a Letter
- View the invoices as a List.
- Perform a Find if needed for a particular invoice number
- Use the Find Extra dialogs to do a special find
- Review any Extra Dates or Claim Data.
- You can also Change the billing order, change the Off Doc, Group or Facility if needed.
- The diagnoses can be changed but you cannot change the Dxs pointer. This needs to be done on the Charges Screen. The HA0, or narrative portion of a line charge can also be edited. Keep in mind that the new HIPAA transaction system only allows 80 characters. The older system allowed over 200!
On the bottom of the screen you can:
- Add an Invoice Comment to print in Box 19 on the CMS/HCFA 1500 form.
- Just like on the bottom of the Charges Screen you can edit the Primary Recall Information, Eclaim related data, or the Batching status of the claim.
- The yellow text block the Invoice Note field. The data in the lower left of the screen tells you which user Started the invoice, along with the date and time.
This creates a report
of all transactions, with
totals and sub-totals,
for any date today or before. The dialog box below is used and fills
with
today's date. You must enter the complete date with entire year!
A sample report is shown below. This report should only be done when all charges and payments for the day you want have been entered.
Charges only report or Payments only report
These reports print either just the charges or payments posted for any particular date today or less. When you click either button you get a dialog similar to the one below. You need to enter the "Entire" the (or use today's date which auto-fills) and select which Office Doctor or Examiner you want on the report. The default for these two selections if "None Selected".
Special Procedure
This is used for creating a Special Procedure Related Report. This report can find patients that are between a certain age range, gender, with or without specific diagnosis codes and related procedure(s) that were administered between a certain date range. The fields used in this report are shown below.
Entering your search criteria is self explanatory for the most part. This report is basically used for data collection for talks and presentations and has very little use for billing reasons.
Deposit Slip
This creates a report showing all payments for a particular day that can be deposited in the bank, i.e. cash and checks. Be sure to run a daily recap before you create the deposit slip to make sure all charges and payments have been posted.
After entering your date, you get the dialog below where you can select how the deposit slips are printed, either for the Entire Practice or one for each Group or Examiner.
Below is an example deposit slip. Intervening dialogs ask if you want to View or Print this report.
Custom Invoice List
This is one of THE most powerful features of the Billing module. You are able to find just about any combination of invoices that need to be acted upon or reviewed. There are two dialog boxes that work with this feature. The first (shown below) gives you limited fields to search with.
The second (seen below after click the More Choices button on the above dialog) gives you much more. Basically, your searches are limited only by your imagination.
The Line Level Fields give you access to data not in the Billing Module itself, but in the Lineitems database. Searching with these fields, as discussed at the bottom of the dialog above, will be slow so be patient!
Find all
outstanding claims for ONE carrier
This questions arises all the time and is extremely easy to create. You may need to do this to change a carrier from paper claims (ECS# = 0) to electronic claims.
From either Less Choices or More Choices enter either a single day (8/1/2003) or a range of dates (8/1/2003...8/3/2003, and don't forget all three periods) and then press enter.
Print Action Dated
This feature finds any invoice that has been flagged today or earlier as needing to be acted upon. Invoices are flagged with an Action Date in the Claim Processing section of either the Payments or Admin screens. You can manual enter the date, click the gray arrow to Add the number of days in the Add field, or use the up and down arrows to change the date. Clicking Show Marked does the same thing as click the button on the Main Menu.
When you click Print Action Dated you get the dialog below if there are invoices to review. Otherwise, you get the second dialog tells you there are none!
An example report is shown below.
This questions arises all the time and is extremely easy to create. You may need to do this to change a carrier from paper claims (ECS# = 0) to electronic claims.
- From the More choices dialog select the Bal.From and Pri Ins carrier as the one you want (next to bottom row of fields). This combination insures that the claim is still held as the primary insurance and not as a secondary crossover.
- In Balances select Insur as >0 and press enter.
From either Less Choices or More Choices enter either a single day (8/1/2003) or a range of dates (8/1/2003...8/3/2003, and don't forget all three periods) and then press enter.
Print Action Dated
This feature finds any invoice that has been flagged today or earlier as needing to be acted upon. Invoices are flagged with an Action Date in the Claim Processing section of either the Payments or Admin screens. You can manual enter the date, click the gray arrow to Add the number of days in the Add field, or use the up and down arrows to change the date. Clicking Show Marked does the same thing as click the button on the Main Menu.
When you click Print Action Dated you get the dialog below if there are invoices to review. Otherwise, you get the second dialog tells you there are none!
An example report is shown below.
updated 8/29/2004