Recent Updates

  • Updated on: Dec 07, 2022

    Resubmit Claims Rejected by Clearinghouse

    Billing -> Claims Manager -> Submitted Tab

    Edit and resubmit claims that have been rejected by the Clearinghouse. Columns can be sorted by clicking on the column headers. Additional filtering can be done by clicking on the filter icon to specify payers, patients, claim status, etc.

    Manual Practice Management User Manual
    Claim Correction Claims Manager Clearinghouse rejections Details for Claim Edit Claim Error Rebuild Claim Refile Rejected Claim Resubmit Resubmit Claim Scrub Errors Submitted

  • Updated on: Dec 07, 2022

    Submitted Tab

    The Submitted Tab lists all claims that have been submitted to Payers. Claims can be searched by Date Range and the information listed in the columns can be sorted by clicking on the column headers.

    Manual Practice Management User Manual
    Claims Manager Claims Sent Sent Claims Submitted Claims View Submitted Claims

  • Updated on: Dec 07, 2022

    Ready To Submit

    Claims in the Claim Manager that have been scrubbed and are ready to submit to the Payer will be moved to the Ready to Submit section.

    Manual Practice Management User Manual
    Claims Manager Clean Claims File Insurance new in 2010.3 Print Claims Print Paper Claims Process Insurance Ready to Submit Send Claims Submit Claims Submit Electronic Claims Upload Claims

  • Updated on: Dec 07, 2022

    On Hold

    Manual Practice Management User Manual
    Change to Electronic Claim Change to Paper Claim Claim Details Claim Errors Claims Correction Claims Manager Claims on Hold Correct Claim Edit Claims New in 2012 On Hold Rebuild Claims Refile Claims

  • Updated on: Dec 07, 2022

    Scrubber Errors-How to Correct and Rebuild Claim

    If the Scrubbing process finds a claim with errors/incomplete information, a Scrub Error message will pop up and the claim will automatically be moved to the On Hold section of Claims Manager.

    This lesson will describe the errors and list the steps to correct the error(s). The Claim will then have to be Rebuilt to apply the corrections, and Scrubbed again. When the claim has passed the scrubbing process, it will be automatically moved to the Ready to Submit section.

    Note: Edits/Corrections will not be applied to claims unless the Rebuild process is performed.

    Manual Practice Management User Manual
    Claim Corrections Claim Details Claim missing data Claims Manager Claims Submission errors Correcting Charges Correcting Claims Edit Claims How to correct claims How to correct scrub errors How to edit claims Missing data On Hold Ready to Sub Scrub Errors

  • Updated on: Dec 07, 2022

    Step by Step Work flow-Claims Manager

    Claims will need to go through the Scrubbing process to check for missing data. This process will catch claims that are missing some basic information, such as insurance information, patient demographics, charge information, payer information, etc.

    Manual Practice Management User Manual
    Claim Errors Claims Manager Claims Scrubber Scrub Errors Scrubber Scrubbing Claims Claim work flow Correcting Claim electronic claims Filing Claims Paper Claims Pending Scrub Rebuilding Claim Rejected Claim submit claim Upload Claims Work Claims

  • Updated on: Dec 07, 2022

    Add Personal Payments from Billing Menu

    Main Menu -> Billing -> Enter Payments

    Apply personal payments to patient accounts. Make Payment dialog can also be accessed in the New Charges tab and the patient account Ledger. To apply Insurance Payments to accounts, see Post Insurance Payments.

    Manual Practice Management User Manual
    Add Payments Add Personal Payments from Billing Menu Apply Payment Enter Payments Patient Payments Personal Payments

  • Updated on: Dec 07, 2022

    Change Payer/Guarantor in Make Payment dialog *

    Billing -> Patient Account -> Ledger tab -> Add Payment or Billing -> Patient Account -> New Charges tab-> Add Payment

     

    Manual Practice Management User Manual
    Change Guarantor Change Payer Change Payer/Guarantor in Make Payment dialog Family Billing Guarantor Account Guarantor Information

  • Updated on: Dec 07, 2022

    Add Dependents to Payer/Non-Patient Account *

    Manual Practice Management User Manual
    Add Dependents Add Dependents to Payer/Non-Patient Account Billing Information Family Billing Guarantor Account Payer/Non-Patient Account

  • Updated on: Dec 07, 2022

    Add Payer/Non-Patient Account in Demographics *

    Billing -> Patient Account -> Demographics Tab

    Manual Practice Management User Manual
    Add a Dependent Add Guarantor Add Payer Add Payer/Non-Patient Account in Demographics Guarantor Guarantor Information