Billing Toolbar Overview
Within the Billing portal there are two toolbars.
In this guide you will learn the names of the tool bar icons and their functions. Pro tip, any icon you hover over it will tell you the name of the icon you are about to click.
1.The first icon in the billing tool bar is the billing home page icon. This Icon will take you back to the Revenue Cycle Dashboard.
2.The second Icon from the left is the reset billing window. When you click on this icon it refreshes the screen.
3. The next icon is the patient index or patient identification area. The patient icon will allow you several options from here to enter a new patient or look up existing patients.
4. The Setup Screens Icon links the user back to all the setup that is the backbone of the billing creations. The down arrow next to the setup screens tool icon has Payers, Code/ fee, Locations, Providers, and Patient information.
5. The next tool tip is the reporting windows icon. Once you click the down arrow next to the tool tip several canned reports are available in this tool.
6. The next tool tip is the Set Billing info. This tool is used for Refund maintenance, set a sliding fee scale, or to set the working date.
7. Your next tool tip is Web Searches. When you hit the down arrow you can access your analytics cubes, Clearinghouse payer list, ICD10 lookup, and NPI lookup.
8. The last icon on the first took bar is the help.
9.The next tool bar is opened by clicking on Billing Query
10. The first icon is a magnifying glass that you will click on to search billing query.
11. Second icon on the second tool bar is the eraser. It erases and resets your billing query.
12. The next icon is to find a claim. Make a claim entry screen pop out of within billing query, or to export your billing query search to excel.
13. the fourth icon on the second tool bar is to create claims manually. It is the claim options tool tip.
14. The fifth icon on the second tool bar is to provide more functionality within your billing query. If you have a claim highlighted blue in your query you can quickly access history and other functions.
15. The claim options tool tip has the functionality for you to copy claims, set reminders, make a claim comment, Modify several claims at once, Validate claims, and to create custom tasking.
16. The Submission options tool tip is a green arrow pointing to the right. When you click the down arrow next to the icon it allows for you to submit claims batches manually. It also allows you to view EDI submission window from the billing query.
17. The money icon or the payment options icon allows you to post money manually into the claim.
18. The hammer and wrench also known as the display options icon is the tool tip that allows you to change your displayed view via the billing query. This is user specific. If you change your view, please note you will have to click on the magnifying glass tool tip again for that query to take effect.
19. The last area on the second tool bar is the max rows. We recommend you set this to 9999 this way you see all the claim pulled into the billing query.
