Practice Management 2012 User Manual
-
Practice Management Maintenance-Setup Steps
- Important Setup Information for SOAPware Practice Management
- Getting Setup with Gateway EDI -- What to Expect
- 1. Manage Facilities (Block 24B and Block 32)
- 2. Manage Groups/Billing Provider/ Pay To Information (Block 33)
- 3. Provider Manager (Blocks 24J and 31)
- 4. Setting Default Claim Options/Base Export Path
- 5. PM Security Administration
- 6. CPT® Code Maintenance (Block 24D)
- 7. HCPCS Maintenance (Block 24D)
- 8. ICD Maintenance (Block 21)
- 9. Adjustment Maintenance
- 10. Custom Charges Maintenance
- 11. Fee Schedule Maintenance (Block 24F)
- 12. Insurance Company Manager
- 13. Contacts/Referring Physicians (Block 17)
- 14. Flags/Notes Category Manager
- 15. Custom Demographic Titles
- 16. Set Structured CPT Options
- 17. List Options
-
Updating CPT®, HCPCS, and ICD-9 codes
-
Schedule Setup
-
Menus and Toolbars
-
Patient Account Overview
-
Scheduling
-
Transaction Entry
- Workflow - Clinical Documentation to Claim Creation
- Post a Superbill/Billing Statement from Patient Chart
- Transfer Credit Balance
- More Visit Information Claim Level
- More Info Ambulance-Claim Level
- More Info Contract-Claim Level
- More Info Dates-Claim Level
- More Info File Information-Claim Level
- More Info Reserved for Local Use (Box 19)-Claim Level
- More Info Medicaid Resubmission Number for CMS 1500 paper claim
- More Info Misc Details-Claim Notes
- More Info Misc Details-Original Reference Number/ICN
- More Info Misc Details-Lab CLIA number
- More Info Misc Details-EPSDT
- More Info Misc Details-Spinal Manipulation
- More Info Misc Details-Mammography
- More Info Misc Details-Service Authorization Exemption
- More Info Misc Details-Investigational Device
- More Info Misc Details-Medical Record Number
- More Info Misc Details-Anesthesia Related Procedures
- More Info Misc Details-Condition Information
- More Info Misc Details-Demonstration Project
- More Info Misc Details-Care Plan Oversight
- More Info Patient Tab-Claim Level
- More Info Property and Casualty Tab-Claim Level
- More Info Providers Tab-Claim Level
- More Info Referral/Authorization-Claim Level
- More Info Supplemental Information Tab-Claim Level
- More Info Vision-Claim Level
- More Visit Information Charge Level-Dialysis and DME
- Additional Information-Charge Level Drug Tab
- Add Description to NOC codes
- Additional Information Supporting Documentation-Charge Level
- Edit/Update Charges
- Apply Payment to Patient Account in New Charges Tab
- Apply Co-Pay/Pre-Pay to Visit
- Delete a Co-Pay from visit
- Spread One Payment to Multiple Dependents
-
Patient Ledger
- View Charges in Ledger
- Create a Claim from Ledger
- View Personal Payments in Ledger
- View Insurance Payment Details from Ledger
- Print Receipt/Statement by date range from Ledger
- Add Charges in Ledger
- Add Payment in Patient Ledger
- Print Receipt for Payment in Ledger
- Delete Personal Payment
- Delete an insurance payment from visit
- Add Adjustment in Ledger
- Refund Overpayment
-
Payer/Non-Patient Accounts
-
Enter Charges
-
Enter Payments
-
Claims Manager
- General Work flow-Claims Manager
- Enhanced Claims Manager
- Pending Scrub
- Scrubber Errors-How to Correct and Rebuild Claim
- On Hold
- Ready To Submit
- Submitted Tab
- Resubmit Claims Rejected by Clearinghouse
- Resubmit Claims Rejected by Payer/Insurance Company
- Rebuild Multiple Claims at one time
- Refile a Claim
- Omit a paid charge when refiling from Insurance Payment Posting
- Secondary Claims
- All Tab
-
Posting Insurance Payments
-
Reports
- Accessing the Report List
- CPT® Master Report
- HCPCS Master Report
- ICD Master Report
- Custom Charges Master Report
- Adjustment Code Master Report
- Fee Schedule Report
- Dependency Report
- Duplicate Report
- Payment Summary Report
- Production by Procedure Report (by Provider, Referring Provider and/or Facility)
- Statement Report
- Credit Balance Report
- Missed Charges Report
- A/R Patient Report
- A/R Carrier Report
- End of Day Report
- End of Month Report
- End of Year Report
- Custom Patient Reporting
-
Security Manager/Audit Log