Practice Management New Features
It is recommended that SOAP notes created prior to this update be completed and the Billing Statement created, if possible. Users should also Post all Billing Statements in their Task Manager prior to updating to 7.0.9057.
Billing Statements remaining in the Task Manager or incomplete SOAP notes in the chart will have to be re-related to each procedure in the chart or in Charge Details prior to posting to patients ledger in New Charges tab.
Insurance Company ICD Type Preference
A toggle has now been added to the insurance company section to allow the user to set a preference for ICD9 or ICD10. It is expected that some insurance companies will be ready to process ICD10 claims as of October 1st, 2015, but some will not. This toggle allows the user to specify if the insurance company wants ICD10 codes reported or prefers for the practice to continue to report ICD9 codes.
With the update to 7.0.9057 and subsequent releases prior to October 1st, 2015, the insurance companies code preference will default to the ICD9 selected. Practices should ensure that this setting continues to be set to ICD9 until the insurance company is prepared to accept and process ICD10.
ICD Code Maintenance
Add Custom Descriptions to most common ICD-10 Codes
Select Claim Level ICD Type
The user has the ability to indicate code type at the claim level by selecting the radio button next to ICD-9 or ICD-10. This selection will determine from which list you will select in Charge Details. Selection will default to the insurance companies preferred coding system for the selected patients insurance.
*Note: The preferred coding system for an insurance company is set up in the Tools > Insurance Companies dialog.
Select ICD from Advanced Search Code List
- Add Code
- Select the Advanced Search
- Search for code by typing the first few letters of the description, if known.
- Search for code by typing the first letter of the code to list all the codes that will apply. As you type more numbers, the list will shorten.
Highlight code and hit Enter to select, or use the Select button.
Check for mixed Code Types
Payers will not process claims that contain both ICD 9 and ICD 10 codes. SOAPware has checks in place to alert users If charges are posted from a Billing Statement in the patient chart containing mixed codes, or codes other than the type indicated at the claim level. A message will pop up when you try to post the charge to the patients ledger. Click OK, select the correct Code Type and double click to edit charge.
Editing ICD Codes in Charge Details
The ICD code(s) will be highlighted in red if a code is a different type than indicated in the Tools->Insurance Companies setup or if different than indicated in New Charges tab Visit information. Cancel to close Charge Details and select the other code type in New Charges tab, or Add Code to select from the list if the type has already been changed. The charge cannot be saved while codes are highlighted in red.
Note: If new charges posted from the Billing Statement are consistently showing invalid even though everything is set to default correctly, it's possible that the Docuplate used in the SOAP note has Procedure Code(s) that are related to a non-dual coded diagnosis. All docuplates should be updated by relating procedures in the Plan section to the dual coded Diagnosis codes after the codes are updated to prevent errors.
ICD 10 Scrubber Rules in Claims Manager
If mixed code type claims are in the Claims Manager, the scrubber will reject and place them in the On Hold section until corrected. If claims contain code types other than what is indicated in the patients insurance company setup, the user can bypass the scrubber, if applicable by changing the Status to Bypass Scrub in the On Hold section after it's rejected, Rebuild and Scrub claim again.
ICD 10 Type Indicator on CMS 1500 Claim and in 5010 Electronic File
- We've added some additional filtering options to the A/R Carrier Report.
- The A/R Patient Report Type filtering has been corrected in this release.You can select Patient or Insurance balances by a specific aging and get only the balances you select instead of getting both as in previous SOAPware versions.
- It is no longer necessary to add a Balance Range Start and End amount in order to generate the A/R Patient Report.
- The Remit Report in Insurance Payment Posting now includes Claim Level Adjustment and Provider Level Adjustment amounts.
A/R Carrier Report Filters Added
Claim Level and Provider Level Adjustments have been added to the Remit Report in Insurance Payment Posting
Claim Level, Total Claim Level and Provider Level Adjustments are now printing at the bottom of the Remit Report in Insurance Payment Posting