In General
I want to change the password to open PracticeMaker.
The database passwords you were given cannot be changed by you. You can, however change the administrator’s password and individual user passwords (the ones used at the login dialog). You will need to open PracticeMaker from the very beginning with the highest "database" password you were given.
Billing Module
I want to set a claim to print in the next batch, but the form type (ie: HCFA) doesn’t appear.
- Make sure that the proper insurance is in the Bill to… section. If it says “Patient” and it should be “Blue Cross”, click <- Change and make the appropriate change.
- If the proper insurance is in the
Bill to… section, go to that
insurance’s
information screen and make sure that the proper form is selected in
the
form area.
- You would create an invoice for the patient normally, and enter the Procedure code. But when it comes to the procedure From Date, enter the date you expect to perform the procedure (it’s better to set the date a little later, especially with deliveries).
- In the Payment section of the invoice, enter patient payments as they come in. You also want to change the as of date in the Bill to … section to when you expect to perform the procedure. This will keep the patient from being sent “Your account is past due” letters until the time of the procedure.
- When you actually perform the
procedure,
change the procedure From
Date and the as of date to the
date actually performed. This will have to be done on the administrator's screen!
There are several reasons why this happened...
- The claim was not set to Batch until recently. There is no way to tell when a claim was set to batch or taken out of batch.
- The Billing Date or As
of... date is in the future. This is actually a GOOD feature
because it always you to delay processing to allow other providers to
try and collect deductibles, especially with Medicare patients.
- You haven't been aging your accounts monthly which would check for and correct unbilled claims. This is why the default rebilling Cycle is set to "1 month".
- Someone may have changed the Cycle value on each claim to
something other than 1,2 or 3 months. This would prevent proper
reprocessing of claims during he Aging calculations.
- The claim was originally assigned to the patient, and after an insurance was assigned to the claim it was not set to Batch.
There are two reasons why this is not happening.
- If you are a Group practice, you must set Group to "Yes" on the Setup tab in Office Startup (also called Preferences in the navigation list (see below).
- The other reason is that the For Group field is blank for the insurance claim that is not printing properly. This is explained in the Insurance module chapter.
Zip Codes
I entered the zip code and no city name appears.
This is most likely to happen with Canadian, APO, or other addresses. After you enter the postal code, enter the city and state/province abbreviation.
I entered the zip code and the wrong city name appears (or there is more than one town for that zip code).
Do not change the city for that record. Zip codes are relational and if you change a city for one record, you will change every city for that zip code. The only way around this is to enter the +4 code for that address. The zip codes entered are based on the US Postal Service Zip Code Directory, some small towns are lumped with the post office that serves them.