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.

Billing Center: Claims + A/R

Version 14.19

About Billing Center: Claims (A/R) Tab

Path: Billing tab > Billing Center button > Claims (A/R) tab

The Billing Center is the one-stop location in Office Practicum where claims are tracked. It lets you view claims from the time they are created until the time they are paid.

The Claims (A/R) tab handles current, open, paid, and queued claims.

Billing Center: Claims (A/R) Tab Map

Number
SectionDescription

1

Billing Center Tabs

The Electronic Billing Center contains the following tabs:

2
ScopeThe Scope selections determine the data available in the Claims (A/R) grid. All of the Scope options listed in this panel are available for use in the Claims (A/R) tab.

3

Function buttonsThe Function buttons change based upon the tab selected. However, some main function buttons appear on every tab. The main function buttons are Edit, Delete, Select All (items), Select None, and Print grid.
4
Daysheet buttonThe Daysheet button opens the Process the DaySheet window, which sets the parameters and processes the daysheet.
5
Post Payment button
The Post Payment button opens the patient's Payments form.
6
Fetch Files buttonsThe Fetch Files button sends out a request to the clearinghouse to retrieve any payer reports that are available. These reports will vary depending on the clearinghouse and on the individual insurance carrier
6
Process buttonThe Process button processes any reports that have been received.
8
Queue (Q) PrimaryThe Q Primary button places selected claim(s) in a queue for submission to the primary payer.
9
Queue (Q) SecondaryThe Q Secondary places selected claim(s) in a queue for submission to the secondary payer.
10
Add StatusThe Add Status button adds an entry for the status history of the selected claim.
11
Check Status buttonThe Check Status button checks the claim status with the payer.
12
Display CriteriaThe Display criteria displays the claims in the Claims (A/R) grid based upon the claim stage, category, and batch number.  
13
Claims + A/R gridThe Claims (A/R) grid displays the claims based upon the display criteria selections.  Claim information include claim number, claim date, patient name, provider, insurance, insured ID, charge, insurance balance, patient balance.
14
Expand Grid checkboxThe Expand Grid checkbox expands and collapses the categories within the Superbills grid.
Version 14.10

About Electronic Billing Center: Claims + A/R Tab

Path: Smart Toolbar > Billing button > Claims + A/R tab

The Electronic Billing Center, or eBilling Center, is the one-stop location in Office Practicum where claims are tracked. It lets you view claims from the time they are created until the time they are paid.

The Claims + A/R tab handles current, open, paid, and queued claims.

Electronic Billing Center: Claims + A/R Tab Map

Number
SectionDescription

1

Electronic Billing Center Left Tabs

The Electronic Billing Center contains the following tabs:

2
ScopeThe Scope selections determine the data available in the Claims + A/R grid. All of the Scope options listed in this panel are available for use in the Claims + A/R tab.

3

Function buttonsThe Function buttons change based upon the tab selected. However, some main function buttons appear on every tab. The main function buttons are Edit, Delete, Select All (items), Select None, and Print grid.
4
Daysheet buttonThe Daysheet button opens the Process the DaySheet window, which sets the parameters and processes the daysheet.
5
Fetch Reports buttonsThe Fetch button sends out a request to the clearinghouse to retrieve any payer reports that are available. These reports will vary depending on the clearinghouse and on the individual insurance carrier
6
Process buttonThe Process button processes any reports that have been received.
7
Post Payment buttonThe Post Payment button opens the patient's Payments form.
8
Queue (Q) PrimaryThe Q Primary button places selected claim(s) in a queue for submission to the primary payer.
9
Queue (Q) SecondaryThe Q Secondary places selected claim(s) in a queue for submission to the secondary payer.
10
+ Add StatusThe + Add Status button adds an entry for the status history of the selected claim.
11
? Check Status buttonThe ? Check Status button checks the claim status with the payer.
12
Display CriteriaThe Display criteria displays the claims in the Claims + A/R grid based upon the claim stage, category, and batch number.  
13
Claims + A/R gridThe Claims + A/R grid displays the claims based upon the display criteria selections.  Claim information include claim number, claim date, patient name, provider, insurance, insured ID, charge, insurance balance, patient balance.
14
Expand Grid checkboxThe Expand Grid checkbox expands and collapses the categories within the Superbills grid.