Click the Primary Billing Manager option under the Appointment Tab in the left navigation.



A. Process Claims: Click the Processing Claim(s) tab


Follow the steps below to process your claim(s):


  1. Click the Process Billing tab. Select "To Date" and click the Generate button.



  1. 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. 



  1. 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 selected in this field. You can click on Select All. 



  1. 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.



  1. To modify or update generated claims, select the claim(s) using the checkbox. 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.



Here is a brief explanation of the options under the Action drop-down field:

  1. Change Status: The status of the selected claim(s) can be changed. Then click Save to update the status.

 


  1. 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. Click Save to complete the action.


  1. Bulk Update: This option is used to update claim details. Click the save button to confirm the updates made.


  1. Retract: This action is used to retract the submitted claim.



7. Filter option: For specified results, click the red filter icon on the top right corner to generate the filter sort-by option at the top of the data table. (Fig 7.1) It will show you the drop-down "Sort By" with the options shown in Fig 7.2 below.


(Fig 7.1)


(Fig. 7.2)



B. Processing Claim(s) Data Table 

  1. After clicking on 'Go', you will see a table.
  2. You can review the information to check if everything is correct.
  3. 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.