Primary Billing Manager allows you to process billing and manage them in the same place. Additionally, you can also view the generated claims here.
There are three tabs in Primary Billing Manager:
- Process Billing
- Manage Billing
- Claims Manager
In this article, we will walk you through the steps of the Process Billing (1) tab.
How to Navigate the Process Billing (1) Tab?
1. Navigate to Billing > Primary Billing Manager.
2. Click the Process Billing tab. Select "To Date" and click the Generate button.
3. As you generate the table, a Payor Type drop-down field will appear. It provides four claim options: School, Self-Pay, Professional, and Institutional. Note: The options provided in the payor type field are dependent on the date.
4. Once you select the Payor Type, the Status drop-down will appear with Ready to Bill, No Show, and Pending. Note: Multiple options can be specified in this field. You can click on Select All.
5. Lastly, select the Payor(s). This option will also provide information on the number of claim(s) with the selected statuses for each of the payors. Then, click "Go" to generate the table.
6. To modify or update generated claims, select the claim(s) using the checkbox.
7. A "Select Action" drop-down field will appear, offering four options at the top of the table: change status, generate batch, bulk update, and retract. The functionality of the data table in this module remains unchanged.
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(Fig. 2)
Here is a brief explanation of the options under the Action drop-down field:
a. Change Status: The status of the selected claim(s) can be changed - Ready to Bill (or) Pending. Save changes!
b. Generate Batch: There are two options available in this drop-down field: Generate Batch, or Generate Batch & Push to SFTP is available in this field. Save changes!
c. Bulk Update: This option is used to update claim details. Save changes!
d. Retract: This action is used to retract the submitted claim.
Additional options:
Filter option:
1. For specified results, click the red filter icon in the top right corner.
2. A "Sort By" dropdown will appear above the claims table.
3. Select the options to display your table according to your preferences. 
Navigating the Rest of the Process Billing (1) Tab
- After clicking on 'Go', you will see a table.
- You can review the information to check if everything is correct.
- Select all or specific claims, then choose the required action from the drop-down options and click on Save.
Video Walkthrough
View the below walkthrough video to learn more about Process Billing tab