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Billing Preferences Crosswalk

Version 20.3

Overview

Several Billing Preference options have been relocated in the software (as of OP build 20.3.0) to:

  • Allow for consistent preferences from user to user
  • Give appropriate access to the correct users
  • Align preferences in a way that is logical to the user

The sections below contain the location of several of these preferences before and after the release of OP version 20.3.0

Add/Edit Charges Window

Original Path: Several
View of Setting Prior to 20.3.0
Click thumbnail to view full-size image
SettingLocation of Setting in 20.3.0

  • Mod -25 checkbox
  • Mod -33 checkbox
  • TOS default
  • Convert labs to
  • Use Vaccine DX

Removed

  • Mod -25 checkbox
  • Mod -33 checkbox
  • TOS default
  • Convert Labs to

Relocated to Insurance Payer Details:

Billing tab > Payers > Select payer > Payer Coding Rules tab

  •  Use Vaccine DX (Note: This setting was also removed from the Superbill-Pending Charges window.)

Batch Billing Statements (Account/Claim Options)

Original Path: Billing tab > Billing Center button > Statements tab > Bulk Stmts
View of Setting Prior to 20.3.0
Click thumbnail to view full-size image
SettingLocation of Setting in 20.3.0

  • Include Accounts on Hold
  • Exclude Uncollectable Claims?
  • Exclude older than
  • Exclude is all sent >
Relocated to Global Preferences:

Admin tab > Global Preferences > Billing tab > Statements tab

  • Include Accounts on Hold
  • Exclude Uncollectable Claims?
  • Exclude older than (Note: This setting remains in the Batch Billing Statements window where the selection made in Global Preferences can be overridden.)
  • Exclude is all sent >

Batch Billing Statements (Balances to Include)

Original Path: Billing tab > Billing Center button > Statements tab > Bulk Stmts
View of Setting Prior to 20.3.0
Click thumbnail to view full-size image
SettingLocation of Setting in 20.3.0

  • Insurance and patient balance
  • Patient Responsibility Only
Relocated to Global Preferences:

Admin tab > Global Preferences > Billing tab > Statements tab

  • Insurance and patient balance
  • Patient Responsibility Only

Batch Billing Statements (Patient Options)

Original Path: Billing tab > Billing Center button > Statements tab > Bulk Stmts
View of Setting Prior to 20.3.0
Click thumbnail to view full-size image
SettingLocation of Setting in 20.3.0

  • Insurance Carrier
  • Minimum Family Balance
  • Days since last printed
Relocated to Global Preferences:

Admin tab > Global Preferences > Billing tab > Statements tab

  • Insurance Carrier
  • Minimum Family Balance
  • Days since last printed

Insurance Payer Details: Basic Information Tab

Original Path: Billing tab > Payers > New or Edit Payer > Basic Information tab
View of Setting Prior to 20.3.0
Click thumbnail to view full-size image
Setting
Location of Setting in 20.3.0
  • Include NDC on vaccine products
  • Auto modifier -25 on well visits
  • Auto modifier -33 on preventive
  • Modifier for telehealth services
  • Override POS for telehealth
Relocated to Payer Coding Rules:
Billing tab > Payers > Select payer > Payer Coding Rules tab
  • Include NDC on vaccine products
  • Auto modifier -25 on well visits
  • Auto modifier -33 on preventive
  • Modifier for telehealth services
  • Override POS for telehealth

System Preferences: Billing Administration

Original Path: Admin tab > Global Preferences > Billing tab > Administration tab
View of Setting Prior to 20.3.0
Click thumbnail to view full-size image
SettingLocation of Setting in 20.3.0
  • Auto-populate service location when POS = 11
  • Auto-populate PCP as referring provider
Relocated to Insurance Payer Details:
Billing tab > Payers > Select payer > Payer Coding Rules tab
  • Auto-populate service location when no facility specified
and

Locations:
Practice Management tab > Practices/Locations > Locations tab

  • Auto-populate service location

Relocated to Insurance Payer Details:
Billing tab > Payers > Select payer > Payer Coding Rules tab
and
Staff Directory:
Practice Management tab > Staff/Providers > Provider Info tab
and
Locations:
Practice Management tab > Practices/Locations > Locations tab
  • Auto-populate PCP as referring provider

System Preferences: Basic

Path: Admin tab > Global Preferences > Basic tab 
View of Setting Prior to 20.3.0
Click thumbnail to view full-size image
SettingLocation of Setting in 20.3.0
  • Default Place of Service (POS) Code
Relocated to Insurance Payer Details:
Billing tab > Payers > Select payer > Payer Coding Rules tab
  • Override POS, non-telehealth

and

Locations:
Practice Management tab > Practices/Locations > Locations tab

  • POS