A. Manage AR Ledger with CPT Wise Option
Navigate to the Billing module on the left. Select AR Ledger under the drop-down option. On the right screen, click the CPT Wise Tab.
Select the filters to generate the date table as follows:
- Sort by: Select one of the options to filter the data.
- Patient: Make a selection from the list like patient or provider or other filter.
- Select Date: Select date range.
- CPT Codes: Select the CPT codes from the drop-down list.
- Aging Status: Select the Aging Status from the drop-down list.
- Click the View button.
- Download Icon: Click the Download button on the top right corner to download the list in CSV or EXCEL format.
B. CPT Wise AR-Legder data table
The information in the table is given as follows:
- Patient Name - Click the name to view the patient profile.
- Provider Name (24-J)
- DOS
- CPT code
- Unit
- Date Billed
- Allowed amount (in $)
- Billed amount (in $)
- Paid amount
- Adjustment (Adj)
- Balance amount
- Insurance Name
- Claim No - Click to view the claim.
- Status
- Note (NT) - If a note is added to the claim, the icon color will be colored.
- Action - It has two options:
- Add/Edit Note: Click on the "+" icon under the circle in the Action column. A pop-up will appear. Fill in the required fields - Aging Status, Follow Up Date, Worked Date, and Notes. Save changes finally!
- AR Follow-Up: Click on the three horizontal dots enclosed in a box under the Action column. A pop-up will appear where you can view the AR Follow-up.
C. Drop-Down Selection
Select the claims using the checkbox(s). Use the drop-down option and click the OK button.