Click the Primary Billing Manager option under the Appointment Tab in the left navigation.
A. Process Claims: Click the Processing Claim(s) tab.
See below the steps to process your claim(s):
Click the Primary Billing Manager option under the Billing tab in the left navigation.
Click the process billing tab, then select the to date and click the generate button.
The first is the Payor Type field. Users can select only one of the options from the drop-down field: self-pay invoice, professional claim, institutional claim, or school invoice. The options provided in the payor type field are dependent on the date.
The next field is to select the status option - ready to bill, no show, and pending. Multiple options can be selected in this field.
The last field is to 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.
With this update, to make changes/ updates to the generated claims select the claim(s) using the checkbox. The action field with four options will appear at the top of the table - change status, generate batch, bulk update, and retract. There are no updates to the functionality of the data table in this module.
Change status - The status of the selected claim(s) can be changed. Then click save to update the status.
Generate batch - The option to generate batch or generate batch & push to SFTP is available in this field. Click save to complete the action.
Bulk Update - This option is used to update claim details. Click the save button to confirm the updates made.
Retract - This action is used to retract the submitted claim.
Filter option - Click the filter icon on the right side to generate the filter sort-by option at the top of the data table.
B. Processing Claim(s) data table
- 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.
View the below billing module walkthrough video to learn more about how to process and manage claims.