This article explains how you can manage your existing primary claims in TherapyPM. All you need is right under this tab! Please review the full details of your claims, batches, insurances, billing dates, and more.
A. Managing Claim(s): Click the Manage Claim(s) Tab
Here are some steps to manage claims:
- Navigate to Billing > Primary Billing Manager.
- Select Manage Billing (2nd Tab).
- Use filters - Generated Date, Sort By, Insurance, and SFTP Push to generate the claim.
- You can see the table with the following claim details:
- Claim: View the claim (clickable). Tags are also given near the claim number.
- Payor: Shows patient information (clickable).
- Date Range: Shows the date/date range on which the claim was created.
- Total: Shows the overall amount for the claim.
- Contract Amount: Shows the amount allocated by the payer.
- First Billed Date: Shows the date on which the claim was billed for the first time.
- Last Billed Date: Shows the date on which the claim was billed for the last time (applicable only after SFTP Push and sent to the clearinghouse).
- SFTP Push: Shows whether the claim was given an SFTP push or not (Denoted by "tick" or "cross").
- Auth No.: Type the authorization number here if applicable.
- Action: Provides further options for the claim:
- View HCFA: Displays the HCFA form with the given information.
- Download EDI: Downloads the HCFA form in EDI format.
- Corrected Claim: Allows you to edit the claim if there were any previous changes made.
Other Actions:
For more actions or modifications to your existing claims, you can view the drop-down below. Select the claim using the checkboxes to obtain the required information.
How to Modify the Claims Table?
You can choose how you want to view the claims, and in which order, by going through the Settings (gear icon) on the top right. The pop-up "Billing Rules" will appear.
Video Walkthrough
View the below walkthrough video to learn more about Manage Billing tab