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Create a Billing Task

Overview

Billing tasks are created so that issues requiring follow-up are not overlooked. While any task can be created from the Tasks section of the Patient Chart or the Tasks window, specific billing-related tasks are most easily created from the billing windows in OP. These windows include: Claims in the Patient Chart, the Billing Center, and the payment posting window.

Create a Follow-Up Task from the Patient Chart

  1. Navigate to the patient chart.
  2. Click Claims.
  3. Select the claim that requires follow-up.
  4. Click the F/U Task button. The Add Task window opens with the following defaults that can be changed, if necessary:
  • Task Type: A/R Follwup
  • Task:  OP claim number, payer, and provider.
  • Due Date: 2 weeks from the current date. This may be changed if necessary.
  • Department: Billing
  1. Click OK. The task is created and routed to the department selected.

Create a Follow-Up Task from the Billing Center

  1. Navigate to the claim in the Claims (A/R) tab of the Billing Center.
  2. Click in the Claim Note field. The Task button is displayed.
  3. Click the Task button. The Add Task window opens with the following defaults that can be changed, if necessary:
  • Task Type: A/R Follwup
  • Task:  OP claim number, payer, and provider.
  • Due Date: 2 weeks from the current date. This may be changed if necessary.
  • Department: Billing
  1. Click OK. The task is created and routed to the department selected.

Create a Follow-Up Task from the Payment Window

  1. Navigate to the Add Payments and Adjustment window.
  2. Select the claim that requires follow-up.
  3. Click the Task button located in the Claim Note field located at the top of the window. The Add Task window opens with the following defaults that can be changed, if necessary:
  • Task Type: A/R Follwup
  • Task:  OP claim number, payer, and provider.
  • Due Date: 2 weeks from the current date. This may be changed if necessary.
  • Department: Billing
  1. Click OK. The task is created and routed to the department selected.