Recent Updates

  • Updated on: Dec 07, 2022

    Create a Claim from Ledger

    If a claim has never been created for charges and insurance information is later added to patient demographics, create a claim from the patient ledger to submit to the payer.

    Manual Practice Management User Manual
    add insurance inforrmation Create a claim Create a new Claim new in 2010.3 new insurance information Unbilled visits

  • Updated on: Dec 07, 2022

    View Charges in Ledger

    View charge details from Patient Account-Ledger tab

    Manual Practice Management User Manual
    Account Ledger Charge Details Charges Patient Account Patient Ledger View Charges View Charges in Ledger

  • Updated on: Dec 07, 2022

    Spread One Payment to Multiple Dependents

    Pay multiple patient/dependent accounts from an Active Patient Account in the Make Payment dialog . Click on the Make Payment button found in several sections within the Patient Account.

    Manual Practice Management User Manual
    Apply Guarantor Payment Dependents Family Balance Family Billing Guarantor Payment Make Payment Payment Spread Post Payment Spread One Payment to Multiple Dependents Spread Payment

  • Updated on: Dec 07, 2022

    Delete a Co-Pay from visit *

    Manual Practice Management User Manual
    Co-Pay applied to wrong visit Co-pay posted in error delete Delete Co-Pay Remove Co-Pay

  • Updated on: Dec 07, 2022

    Apply Co-Pay/Pre-Pay to Visit

    Manual Practice Management User Manual
    Apply Co-Pay Apply Payment Apply Pre-Pay Payment Post Payment Unapplied Co-Pay Unapplied Pre-Pay

  • Updated on: Dec 07, 2022

    Apply Payment to Patient Account in New Charges Tab *

    Apply Payment to New Charges

    Manual Practice Management User Manual
    Apply Co-Pay Apply Payment Apply Payment to Account Apply Payment to Patient Account in New Charges Tab Apply Pre-Pay New Charges Tab Payment Post Payment

  • Updated on: Dec 07, 2022

    Edit/Update Charges *

    Update/Edit Charges

    Manual Practice Management User Manual
    Account Charges Add Diagnosis Add Dx Add Modifier Charge Correction Charge Details Correct Charges Prior to sending to Insurance Edit Charges Edit Visit Charges Edit/Update Charges New Charges Tab

  • Updated on: Dec 07, 2022

    More Visit Information Charge Level-Dialysis and DME

    You can add additional information on a charge level by double clicking on the Procedure in Claim Details. This will open the Charge Details dialog. some of the tabs are duplicates of the ones seen in the More Info section, only at the charge level instead of the Claim level. There are other tabs that are not found in the More Info dialog because they are only used at the charge level. The tabs found in the charge level and in More Info should only be used for one or the other, but not both. Those will most often be required at the claim level and entered in the More Info section.

    Manual Practice Management User Manual
    Charge Information Creatine Dialysis Epoetin Starting Dosage Hematocrit hemoglobin 2400 DTP 738 Qualifier 2400 DTP 739 qualifier 2400 MEA Att. Transmission Code Begin Therapy Certification Certification Condition Certification Type DME Last Certification Length of Medical Necessity Length of Need Loop 2400 CR301 Loop 2400 CR303 Loop 2400 CRC02 Loop 2400 DTP with 461 Qualifier Loop 2400 DTP with 463 Qualifier Loop 2400 DTP with 607 Qualifier Loop 2400 include qualifier 38 on CRC segment Loop 2400 include qualifier ZV on CRC segment Loop 2400 MEA with qualifier of HT Loop 2400 PWK02 Loop 2400 SV503 Loop 2400 SV504 Loop 2400 SV505 Loop 2400 SV506 New in 2012 Payment Frequency Purchase Price R1 R2 R3 R4 Recent Serum Creatine Rental Price Revision/Recertification Signed Certification on file with supplier

  • Updated on: Dec 07, 2022

    More Visit Information Claim Level

    Billing -> Patient Account -> New Charges Tab ->More Info

    or

    Billing->Patient Account->Claims tab->Select claim from list->More Info

    The More Info dialog consists of several tabs for additional visit information needed by payers to process claims. Many specialties require specific dates, certification numbers, etc. Additional information can be added by clicking on the appropriate tabs. The information entered here will be at the claim level and will apply to all charges within the claim. Unless this additional information is required by the payer for your specialty, do not add any additional information.

    For charge level only information, you can add information in the Charge Details by double clicking on a specific charge in New Charges tab or when editing charges in the patient Claims tab.

     

     

    Manual Practice Management User Manual
    Additional Information More Info Visit information

  • Updated on: Dec 07, 2022

    Enter Charges Manually

    Visits that are not normally entered in the patient chart, such as hospital visits, nursing home visits, etc.can be manually entered in the New Charges tab.  

    Go to Billing -> Enter Charges

    Manual Practice Management User Manual
    Add a Diagnosis Code Add a Modifier Add Charges Add Charges from New Charges Tab Add Custom Charges Add Visit Adding Charges Additional Charges Apply Co-Pay Apply Pre-Pay Charge Details Charges Edit Charges Edit New Charges Enter Charges Home visits Hospital Visits NP Nurse Practitioner Outpatient/Inpatient Visits Outside Clinic PA Physician Assistant Place of Service other than clinic facilities Inpatient charges Nursing Home visits Outpatient charges Accident Date Acute Manifestation Admit Date Care From Care To Date last seen Disability Disability Date Discharge Date Hospital Admit Date Hospital Discharge Date Hospital From Hospital Inpatient Hospital To Illness Illness Injury or Pregnancy Initial Treatment Date Injury Injury Date Inpatient Last Menstrual Period Not Work From Not Work To Onset of Current IIP Pregnancy Referral Date Sililar Illness Date Treatment Date