Description
This Quick Guide lists all the topics that were covered in the Billing Workflow training, along with links to other Community Quick Guides and training videos. This can also be used as a checklist to make sure the user can perform all of the tasks that were covered in the training.
Contents
The following topics are included in this Guide:
1 - Patient Checkout and Billing
2 - Claim Tracking
3 - Adjustments
4 - Predetermination
5 - PPO Support (USA only)
6 - Correcting Invoices
7 - Voiding an Invoice
8 - Billing Management
9 - Additional Video Resources
Section 1 - Patient Checkout and Billing
Patient Checkout Tasks:
☐ Check out the appointment
☐ Add an additional procedure to the invoice
☐ Post a patient payment
☐ Add an invoice note
☐ Print an invoice
☐ Create a claim / Send to batch
☐ Regenerate the claim to view it
Resources:
Article: Checking Out an Appointment
Article: Adding a Patient Payment
Video: Checkout Process Video
Deposit Workflow Tasks:
☐ Add a deposit to the patient account
☐ Add a deposit note and print receipt
☐ Apply the deposit using an account credit payment type
Resources:
Article: Adding a Deposit
Article: Payment from Account Credit
Section 2 - Claim Tracking
Tasks:
☐ Open the claims module for the patient
☐ Access All claims / Cancel a claim
☐ Send batched claims
☐ Post the insurance payment
Resources:
Article: Sending Batched Claims
Video: Sending Claims Video
Section 3 - Adjustments
Tasks:
☐ Create a manual invoice
☐ Create a credit adjustment
Resources:
Article: Adding an Invoice to Account
Article: Adding an Adjustment
Section 4 - Predetermination
Tasks:
☐ Create/send a predetermination from Charting
☐ Create/send a predetermination from the Scheduler
Resources:
Article: Predetermination Request Guide
Section 5 - PPO Support (USA Only)
Tasks:
☐ Configure PPO setup in Insurance Plan Information
☐ Recognize and adjust PPO write-offs in Billing
Resources:
Article: Enabling PPO Support
Video: PPO Support Overview
Section 6 - Correcting Invoices
Tasks:
☐ Edit site, surface, or totals on finalized invoices
☐ Correct the provider on a procedure
☐ View invoice history
Resources:
Article: Editing Provider on Invoice
Video: Editing Invoices Video
Section 7 - Voiding an Invoice
Tasks:
☐ Void an invoice and add an explanatory note
Resources:
Article: Voiding an Invoice Guide
Section 8 - Billing Management
Tasks:
☐ Add a new Payment Type in Administration
☐ Add a new Adjustment Type
Resources:
Article: Adding Payment Types
Article: Creating Adjustment Types
Section 9 - Additional Video Resources
Functionality Videos:
Video: Understanding Invoice-based Billing
Video: Adding Account Payments
Video: Splitting an Account
Video: Re-Estimating Insurance
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