Billing Workflow

 

Billing is where you create the invoices to submit to the patient, the primary insurance company and secondary insurance company. When you create an invoice you can do it from the Treatments tab or from the Invoices tab.

 

Automatically Create and Submit Invoice for Primary Insurer Workflow



Begin on the Billing screen and the Treatments  tab, the high level work-flow to create an invoice is as follows:


  1. Select a patient in the Patients list located in the drop down selection tool to the right of treatments.


  1. Click on the treatments tab and select the treatments you want to add to the invoice or click the Select All icon  to select all un-invoiced treatments.


  1. Click Create New Invoice(s) icon located in the upper left above the Invoices Tab. The invoice is created and appears on the Invoices tab at the top.


  1. Select the invoice by placing a check mark in the box to the left of the invoice number and click the Submit via EDI button to submit the invoice or select the invoice by placing a check mark in the box to the left of the invoice number and then selecting a form to print from the drop-down selection tool above the patients list and selecting the Print icon.  The Hide Submitted check box is uesd to hide previously submitted claims in order to prevent duplicate submissions.




 

Manually Create Invoice Workflow from for a Single or Primary Insurer


Begin on the Billing screen and the Invoices tab, the high level workflow to create an invoice is as follows:


  1. Select a patient in the Patients list.


  1. Click the Create New Invoice icon or click an existing invoice from the list.


  1. Change the Invoice # if you want.


  1. Change the Invoice Date if you want.


  1. Select the Un-Invoiced Treatments you want to add to the invoice


  1. If needed, change the Diag. Code (Diagnosis Code), Rate/Unit, or Proc. Code Modifer (Process Code Modifier).


  1. Click the Apply to Invoice icon.


  1. Add Invoice Notes, if needed. These appear on the Billing screen from an icon.


  1. Add an Invoice Message if needed.


  1. Override the 1500 Form Field (Additional Claim Information - Box 19) if needed.


  1. Click the Save icon

 

Secondary Insurer Invoice Workflow

When you need to bill a secondary insurer, you must delete the write-off amount before you can create an invoice.

Begin on the Billing screen and the Invoices tab, the high level workflow to create an invoice for a secondary insurer:

1.Select a patient in the Patients list.

2.Click anywhere in the invoice row to view the invoice details.

3.In the Treatments on Invoice table, click Edit. Some cells will become editable.

4.In the W/O (Write-Off) field, change the amount to 0. Change the amount to 0 on all treatments with a write off amount.

5.Make any other changes to the treatment.

6.Click Save beside the treatment row to save your changes.

7.Change the Invoice # or the Invoice Date, if needed.

8.In the Responsible field, select the secondary insurer.

9.Add Invoice Notes, Invoice Message and the 1500 Form Fields, if needed.

10.Click the Save icon.

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