Video Walkthrough

View the below walkthrough video to learn more about Manage Billing tab 


                                   



Manage & Submit Claims   

Below steps explains how to manage batched claims and submit them to the clearinghouse using the Manage Billing tab in the Primary Billing Manager.   


Step 1: Access Manage Billing   

  1. From the left navigation menu, go to Billing.   
  2. Select Primary Billing Manager.   
  3. Click the Manage Billing tab.   

This page allows you to manage all batches created in the Processing Billing tab.   


Step 2: Search for Claims or Batches   

Use filters to locate specific claims or batches. You can filter by:  

  1. Batch Creation date or date range   
  2. Batch Number  
  3. Claim Number   
  4. Insurance Patient Name   
  5. Treatment Provider 
  6. 24J Provider   
  7. Service Type   
  8. Date of Service  
  9. Treatment   

After selecting your criteria, click Get Claims.   


Step 3: Understanding the Claims Table   

Claims appear in a tabular format with detailed information. 

  1. Claim/Invoice Number - Click to open the HCFA form   
  2. Payer Name - Click to open the patient’s Authorization section    
  3. Patient Name - Click to open Patient Info   
  4. Date Range - Service date range for the claim   
  5. Total Amount - Total billed amount   
  6. Contract Amount - Insurance contract rate   
  7. Billed Date - Date the claim was batched   
  8. Last Billed Date - Populates after submission to clearinghouse   
  9. SFTP/Manual Push - Status If the claim has been pushed to clearing house. Red = Pending, Green = Pushed.   
  10. Authorization Number - Editable field (blank if none). Click Save after updating   
  11. Action button - Action button allows you to View Claim form, Download EDI and add Corrected claim information



Step 4: Manage Claims in bulk:  

 

Select one or more claims to perform actions using the dropdown menu: 

  1. Download HCFA – Download the HCFA form with or without background.
  2. Push to SFTP / Clearinghouse – Submit claims electronically to the configured clearinghouse. 
  3. Mark as Manual / Portal Submission – Use this option if the claim was submitted outside the system. This marks the claim as submitted without pushing it through SFTP. 
  4. Show Details – View complete session and claim details.   
  5. Generate 837 File – Create the electronic claim file.    
  6. Bulk Code Update – Add resubmission claim codes in bulk. 
  7. Bulk Update Box 19 – Add or edit Box 19 information for multiple claims. 
  8. School Invoice – Generate the school invoice form (if applicable).   
  9. No-Show Invoice – Generate a patient invoice for missed appointments. 
  10. Patient Pay Invoice – Generate an invoice for patient-responsible charges.   
  11. Bulk Submit Patient Invoices – Send selected patient invoices to the Client Portal.   
  12. Generate 837 File with PWK – Create an 837 file including paperwork details.