Claim Creation and Daily Reconciliation

Users have the option to view appointments on the Calendar and Tracking Schedules by their Billing Status.

Version 20.0 Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button Overview Practice staff may find it useful to view the status of a Superbill from the Tracking Schedule, as that is the most co...

Once the office is fully live and ready to utilize the EHR side of Office Practicum, the Clinical side of the system will begin to generate Superbill charges for documented sections.

Learn the different options for posting and saving charges.

Daily posting is done from the Tracking tab. Charges for patients without an appointment are posted from the Patient Account.

Version 20.3 Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Charges > New Superbill button Path: Clinical tab > Superbill button > Charges > New Superbill button Overview Superbill charges a...

Current charges (charges that have not yet been included on a daysheet) can be edited from the Tracking tab, the Patient Account, or the Claims + A/R tab in the Billing Center.

Learn how to create a claim with hospital charges.

As you are manually creating claims, you may find that you need to record other claim information that is not found in the Basic Information tab of the Add/Edit Charges window.

The steps below help to ensure every patient on the schedule has charges posted if they were seen.

Version 14.19 Path: Billing tab > Billing Center button > Superbills tab Path: Main Navigation Panel > Superbills Overview The Superbills tab of the Billing Center houses all unconverted superbill charges for your practice. It is...

Current claims can be viewed on the Current Claims tab of the e-Billing Center. Current claims are defined as those that have yet to be archived by the processing of a daysheet.

Claims are sent to the transmittal queue pending submission of electronic claim files and/or hcfa printing. Current claims are defined as those that have not been processed through a daysheet.

Any claims that are to be dropped to a CMS-1500 form should have that indicated on the Payer Setup table.

Follow the steps below to balance all monies collected for a date of service. This process should be done prior to running the daysheet.

When you run, or process, a DaySheet, you convert current patient transactions - claims and payments - to archived patient transactions.

If a patient is a true Self Pay patient, follow the instructions below to post their charges and apply adjustments if appropriate.

Version 14.19 It is best practice to apply copayments that have been taken for services while posting your charges. Incorporating this into your workflow will decrease the amount of credits that need to be applied to balances prior to running sta...

Learn how to "unpost" superbills if they were converted in error or if a change is needed to correct a claim that will impact the total charge amount of a claim.

This article serves as a guide to users regarding the use of NDC Numbers (NDCs) and Units of Measurement (UOM) when billing medications administered in the office and vaccines as required on claims by most insurance payers.

Overview Submitting information for TRICARE vaccines in order to get paid appropriately is a source of difficulty for many practices. No matter who does your billing, having a full understanding of how this works is important for all practices that...

This article contains a preview of the CMS-1500 form and a detailed description of what belongs in each box.