Version 20.3
The following outlines new and relocated Billing Preferences.
Statement Preferences: ACTION NEEDED
Many of the relocated preferences are related to the batching of patient statements. This relocation streamlines the process of creating Batch Billing Statements from user to user and among practices as a whole. Practice Administrators (or a staff member with access to Global Preferences) must review and set their practice's statement preferences before running statements in 20.3.0. The Statement Preferences Checklist will walk you through the setup.
New Preferences!
| Preference | Description | Location of New Setting | |
Exclude specific payers Statements
| This setting globally excludes patients with a specific payer from statement batches. | Global Preferences: Admin tab > Global Preferences > Billing tab > Statements tab | |
| Unit Type for included NDCs on vaccine products Claims
| When the checkbox is selected to Include NDC on vaccine products, this setting is used to default the unit type on the vaccine. By default, the value selected here is milliliter, but should be changed, if necessary. | Insurance Payer Details: Billing tab > Payers > Select payer > Payer Coding Rules tab | |
| Auto Mod -25 E&M w/ procedures Claims
| This setting auto populates a 25 modifier on E&M codes when a procedure is also present. Procedures are defined as:
| Insurance Payer Details: Billing tab > Payers > Select payer > Payer Coding Rules tab |
Relocation of Preferences
The complete list of relocated preferences can be found in the Billing Preferences Crosswalk. Here are some things to keep in mind as you review the changes:
Do you use the 'Use Vaccine DX' button while posting charges, or was this saved as a preference?
DO THIS Navigate to Billing tab > Payers > double-click the payer > Payer Coding Rules tab and select the radio button to Auto populate Z23 on vaccine products. |
Do you have a payer that requires a specific Place of Service (POS) on claims?
DO THIS Navigate to Billing tab > Payers > double-click the payer > Payer Coding Rules tab and use the Override POS, non-telehealth drop-down to select the default Place of Service for non-telehealth visits. Use the Override POS, telehealth drop-down to override the assumed POS 02 for telehealth visits. |
Do you have a specific payer who wants the Service Location (Box 32) populated?
DO THIS Navigate to Billing tab > Payers > double-click the payer > Payer Coding Rules tab and select the radio button to Auto-populate service location when no facility specified. |
Do you have a location that should always be populated in Service Location (Box 32)?
DO THIS Navigate to Practice Management tab > Practices/Locations > Locations tab > select the location and select the checkbox to button to Auto-populate service location. |
Do you manually add a patient's PCP as referring provider to claims for a specific rendering provider, payer, or location?
DO THIS
|
