We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Accounts Receivable Navigation

Version 14.19

Overview

In this article, you will learn how to navigate the Accounts Receivable for your practice.

  1. Click the Billing Center button in the Billing tab.
  2. Click the Claims (A/R) tab.

This tab displays all claims that have unsettled balances (i.e. open claims; A/R). These are claims that either have an insurance balance or a patient balance. In this tab, you can also post claim payments, check real time status on claims (if supported), retrieve payer reports, and queue claims.
  1. Select All daysheeted claims (A/R) from the Stage dropdown. To learn more about the other Stages in this dropdown, visit The Different Claim Stages.  
  2. Using the parameters listed below, you are able to isolate the view of your claims depending on what you would like to see. You can isolate by:
  • Payer: Select one payer from the dropdown to view all outstanding claims for that payer only.
  • Provider: Select one provider from the dropdown to view all outstanding claims for that provider only.
  • Date Range´╗┐: This is the Claim Date or Date of Service. Select either 7, 30, or 90 days or enter a custom date range.
  • Location: This will default to All. For multi-location practices, click the radio button located next to All and select the location for which you would like to view claims.
  • Category: The Category of a claim will show the last status or acknowledgement that was applied to the claim.
  • Batch #: The Batch number is the claim file number assigned by OP when claim files are sent. By isolating a particular batch number, you can view all of the claims that were transmitted in the same batch. To locate a batch number for a claim, navigate to the claim's status history details. The Batch # will be listed in the Payer Claim ID column on the 'Transmitted' line. Additionally, in the Notes column, you will see "Added to batch .....".
  • Who has a balance for the claim: Insurance, Patient, or both.     Select the desired checkbox(es).
  • Show subtotals: Select this checkbox to include the total number of claims, total of charges, total of Insurance balances, and total of Patient balances at the bottom of the window.
  • Service lines: Select this radio button to view the service lines for each claim after expanding each claim.
  • Status history: Select this radio button to view the status history for each claim after expanding each claim.
Tip: You can click the column headers to sort the information in this table. For example, to view claims from highest insurance balance to lowest, click the Ins Bal column header to toggle between ascending and descending order.
  1. The grid can be printed by clicking the Print Grid button after setting the search parameters that fit your needs.

Once you have viewed your open claims by searching with the above parameters, you can follow up on your claims more easily. To quickly access the chart of a patient on the grid, click the line with their claim and click the Patient Chart button in the Clinical, Billing, or Practice Management tab or use F8 on your keyboard to be taken to the patient's chart.

Version 14.10

Overview

In this article, you will learn how to navigate the Accounts Receivable for your practice.

  1. Click the Billing button on the Smart Toolbar to open the Billing Center.
  2. Click the Claims + A/R tab on the left panel of the window.

This tab displays all claims that have unsettled balances (i.e. open claims; A/R). These are claims that either have an insurance balance or a patient balance. In this tab, you can also post claim payments, check real time status on claims (if supported), retrieve payer reports, and queue claims.
  1. Select All daysheeted claims (A/R) from the Stage dropdown. To learn more about the other Stages in this dropdown, visit The Different Claims+AR Stages.  
  2. Using the parameters listed below, you are able to isolate the view of your claims depending on what you would like to see. You can isolate by:
  • Who has a balance for the claim: Insurance, Patient, or both.     Select the desired checkbox(es).
  • Category: The Category of a claim will show the last status or acknowledgement that was applied to the claim.
  • Batch #: The Batch number is the claim file number assigned by OP 14 when claim files are sent. By isolating a particular batch number, you can view all of the claims that were transmitted in the same batch. To locate a batch number for a claim, navigate to the claim's status history details. The Batch # will be listed in the Payer Claim ID column on the 'Transmitted' line. Additionally, in the Notes column, you will see "Added to batch .....".  
  • Payer: Select one payer from the dropdown to view all outstanding claims for that payer only.
  • Provider: Select one provider from the dropdown to view all outstanding claims for that provider only.
  • Date Range´╗┐: This is the Claim Date or Date of Service. Select either 7, 30, or 90 days or enter a custom date range.
  • Location: This will default to All. For multi-location practices, click the greyed-out radio button located under 'All'.  Then, select the location for which you would like to view claims. 
  • Show subtotals: Select this checkbox to include the total number of claims, total of charges, total of Insurance balances, and total of Patient balances at the bottom of the window.
  • Service lines: Select this radio button to view the service lines for each claim after clicking the small plus sign to the left of the claim number.
  • Status history: Select this radio button to view the status history for each claim after clicking the small plus sign to the left of the claim number.
Tip: You can click the column headers to sort the information in this table. For example, to view claims from highest insurance balance to lowest, click the Ins Bal column header to toggle between ascending and descending order.
  1. The Claims + A/R grid can be printed by clicking the Print Grid button after setting the search parameters that fit your needs.

Once you have viewed your open claims by searching with the above parameters, you can follow up on your claims more easily. To quickly access the account of a patient on the grid, click the line with their claim and click Acct on the Smart Toolbar or use F12 on your keyboard to be taken to the patient's account.