Billing

Training Overview

Billing users generally will be trained using the Billing portal of the system. The following areas are expected to be understood in order for a successful Go-Live: 

Billing Overview

1. Billing Dashboard Overview: Video | Guide
   • Users will learn the billing dashboard layout and how to utilize it.
2. Billing Toolbar Overview: Video | Guide
   • Users will learn the Billing Toolbar.
3. Billing Query Screen Overview: Video | Guide
   • Users will learn the Billing Query screen layout and how to utilize it.
4. Patient Creation from Billing portal: Video | Guide
   • Users will learn how to create a patient from the Billing portal.
5. Patient Creation from Claim Query: Video | Guide
   • Users will learn how to create a patient from the Claim Query Screen.
6. Claim Creation from Billing portal: Video | Guide
   • Users will learn how to create a claim from the Billing portal.

Claims Submission

1. Claims Search from Billing Query window: Video | Guide
   • Users will learn how to utilize the Billing Query window to search for claims to review and batch.
2. Claim Review and Edit: Video | Guide
   • Users will learn how to review claims from the Billing Query window and makes changes as needed.
3. Claim Authorization: Video | Guide
   • Users will learn how to create an Authorization and attach it to a claim.
4. Claims Batching Automated Set Up: Video | Guide
   • Users will learn the automated claims batching setup. 
5. Claims Batching Manual: Video | Guide
   • Users will learn how to batch claims for submission, both electronically and on paper.
6. Claims Batch Review and Submission: Video | Guide
   • Users will learn how to view and review batches they have created prior to submission.
7. Review Claim Batches that have been Submitted: Video | Guide
   • Users will learn how to search for batches that have been submitted, confirming its submission.

Manage Claims

1. Correcting a claim:  Changing a CPT code and resending a Claim: Video | Guide
   • Users will learn how to change a CPT code and resend the claim to the payer.
2. Rejected Claims: Video | Guide
   • Users will learn how to review claims that have been sent to Rejected status.
3. Denied Claims: Video | Guide
   • Users will learn how to view Claims that have been marked Denied.
4. Biller Defined Claim Status: Video | Guide
   • Users will learn what Biller Defined claims status mean and can aid with workflow.
5. Refund Claims: Video | Guide
   • Users will learn what the Refund claims status means and how a claim will move to the Refund status.
6. No Response After "x" days: Video | Guide
   • Users will learn what the No Response After "x" days mean and how to work these.

Receipt Disbursement

1. Receipts Screen Overview: Video | Guide
   • Users will learn the layout and functions of the Receipt window.
2. Receipt Detail Screen Overview: Video | Guide
   • Users will learn the layout and functions of the Receipt Detail screen.
3. Receipt Auto Posting Logic: Video | Guide
   • Users will learn the default built in logic to how the system auto posts receipts.
4. Posting Error Receipts: Video | Guide
   • Users will learn how to work and post receipts that are in a error status.
5. Additional Receipt Actions: Video | Guide
   • Users will learn how to work and post receipts that are in a error status.

Payment Posting

1. Deposit Screen Overview: Video | Guide
   • Users will learn the layout and functions of the Deposit window.
2. ERA Deposit Posting: Video | Guide
   • Users will learn how to post ERA Deposits.
3. EOB Deposit Posting: Video | Guide
   • Users will learn how to post EOB Deposits.
4. Statement Deposit Posting: Video | Guide
   • Users will learn how to post Statement Deposits.
5. Deposit Errors: Video | Guide
   • Users will learn how to view and address Deposit Errors.
6. Posting Screen Overview: Video | Guide
   • Users will learn the layout and functions of the Posting window.
7. Posting Errors: Video | Guide
   • Users will learn how to view and address Posting Errors.

Statement Processing

1. Statement Overview: Video | Guide
   • Users will learn about statements and how they can be configured.
2. Statement Configuration: Video | Guide
   • Users will learn how to configure the database for statements.
3. Statement Formats: Video | Guide
   • Users will get to view and learn about the different statement formats to help with the setup.
4. Ready to Send Screen Overview: Video | Guide
   • Users will learn about the Ready to Send screen.
5. Statement Details Overview: Video | Guide
   • Users will learn about the Statement Details screen.
6. Automatic Statements: Video | Guide
   • Users will learn the automatic statement batching workflow.
7. Hybrid Statements: Video | Guide
   • Users will learn the hybrid statement batching workflow.
8. Manual Statements: Video | Guide
   • Users will learn the manual statement batching workflow.
9. On Demand Statements: Video | Guide
   • Users will learn how to get statements on demand.
10. Batches Screen Overview: Video | Guide
    • Users will learn about the Batches screen.
11. Batch Details Screen: Video | Guide
    • Users will learn about the Statement Batches screen.

Reports

1. Practice Aging: Video | Guide
   • Learn how to run the Practice Aging to see financial information split out across a series of months.
2.  Practice Summary: Video | Guide
   • Learn how to run the Practice Summary  to view Charges, Payments, and Adjustments over a specific time period. Additional report options inside can be used to track payment posting productivity.
3. CARC Analysis: Video | Guide
   • Learn how to run the CARC Analysis  to analyze CARC/denial data in aggregate.
     
4. Charge Analysis: Video | Guide
   • Learn how to run the Charge Analysis report to view Charges and Allowed amount over a specific time
5. Payment Analysis: Video | Guide
   • Learn how to run the Payment Analysis and track payments posted over a specific time period.
     
6. Receipt Analysis (Close of Day Reports): Video | Guide
   • Learn how to run the end of day reports using the Receipt Analysis tool.
7. Aging Analysis: Video | Guide
   • Learn how to run the Aging Analysis report to view outstanding aged receivables.
8. Refund Report: Video | Guide
   • Learn how to run the Refund report to view patient and insurance credits. Allowing you to choose to reallocate the credit, refund the credit or simply carry it forward. See Moving Credits between Claims guide for reallocation of credit.
9. Analytics Reports: Video | Guide
   • Learn how to utilize the Analytics Reports feature. This feature is a monthly feature in addition to your contract.
10. Rejection Analysis: Video | Guide
    • Learn how to run the Rejection Analysis report to view common rejections and understand the impact these are having on your practice.

F.A.Q.

1. Moving a Credit between Claims: Video | Guide
   • Learn how move a credit between claims within a Patient's account.
2. Add an NDC number to a Claim: Video | Guide
   • Learn how to add a NDC number to a claim. 
3. Add an Note to a Claim (Box 19): Video | Guide
   • Learn how to add a note to a claim. 
4. Adding/Changing a Guarantor: Video | Guide
   • Learn how to add and or update a Guarantor on a Patient Setup. 
5. Adding/Changing a Responsible Party: Video | Guide
   • Learn how to add and or update a Responsible Party on a Patient Setup. 
6. How do I fix the Statement Warnings in a Statement Batch?: Video | Guide
   • Learn how to review/fix the Statement warnings in a Statement Batch. 
7. How do I adjust off Several Claims with Small Balances?: Video | Guide
   • Learn how to use the Modify Claims Tool to Write off Small Balances.
     
8. Searching for Claim Trace Number: Video | Guide
   • Learn how to locate a Claim Trace Number and find the Claim in the Clearinghouse.
9. Updating a Sliding Fee Schedule: Video | Guide
   • Learn how to update an existing sliding fee scale.