Billing Software Instructions

Transcription

1 Billing Software Instructions & Frequently Asked Questions Your reference guide to doc-tor.com 40 Exchange Pl Suite 1705 New York, NY (T): accessintegra.com

2 Table of Contents I.) II.) III.) IV.) V.) VI.) VII.) VIII.) IX.) X.) Logging into Integra Partners Billing Software. 3 Entering Patient Information 4 Entering the Referring Provider....7 Entering the Insurance...10 Entering a Bill...12 Documentation Uploading..18 Claim Status Patient Reporting Recap.. 27 Frequently Asked Questions

3 I.) Logging Into Integra Partners Billing Software 1.) Go to and click on the top link Provider Login 2.) Enter your user id and password (provided in your welcome package), then click Log In. Tip: If your user id and password needs to be reset, please contact us at: Once logged in you will be taken to the Notes Page. This is your Home screen. Tip: Notes are sent by the system for Billers to be kept updated on Insurance Updates. New notes added will have a current date at the left side of the section. Notes that DO NOT pertain to your type of business can be deleted. 3

4 II.) Entering Patient Information 3.) To begin, click the Front Desk tab on the left side toolbar. The screen below will appear. 4.) Next, click on the Demographics icon. Click Demographics 5.) Begin by searching for the patient to ensure that the patient was not previously entered into the system. Tip: Type in the first 3 letter of the patient last and first name, then hit Search. 4

5 6.) If the following screen appears, it means the patient has not been entered into the system by your company. The patient must be entered by your office. Click Add New Patient 7.) Click on Add New Patient icon at the top right side of the screen and begin entering the patient s demographics. 5

6 8.) Fill in all necessary patient information including; Last name First name Social Security # (if provided) Gender Date of birth Telephone number (Home or Cell) (if available) Address (our system is registered to the US postal service). Tip: First enter the zip code, and then click on the envelope picture above the zip code and the city and state will automatically pop up. Then proceed to enter apartment # in the second line of the address. 9.) Once the patient information is entered click Submit to save the data. Tip: Important to note, if no Social Security # is entered into the system, the message You have not entered a Social Security. Please hit submit again to add the patient click Submit again to save the entry. If the patient was already entered by another provider the system will let you know that The patient already exists under this Account # remove the Social Security # you have entered and click Submit to save the entry. 6

7 III.) Entering the Referring Provider 10.) Begin by entering the first 3 letters of the last name and only 1 letter of the first name, then click Search. Tip: The Referring Provider means the physician ordering the equipment/supplies/device for the patient *IMPORTANT: Please note that the state of the doctor defaults to the state of the patient. Therefore if the doctor s office is located in a different state, you will need to use the drop down menu under State to match the doctor s current address.* Make sure the State matches with the doctor s current address 7

8 11.) Once a doctor s name appears on the line, click on the Arrow to view the list of doctors already entered into the system. Tip: Not all doctors have been entered into our system. If you cannot locate the doctor or address of the doctor, please complete the Referring Provider form (in the welcome package and attached to this document) and fax it to ( ) or it to (Administration@accessintegra.com) so the system can be updated. 12.) If your doctor does not show up in the search box, click on the name to open a dropdown menu. Click Here 8

9 13.) Once you have located the doctor and the address listed on the prescription, click on the name and click Submit to save the entry. 14.) If the wrong doctor was selected, click on the Clear button in the same box of the doctor entry, and go back to step 10. 9

10 IV.) Entering the Insurance 15.) To enter the patient s insurance information, click on Skip to Plan. Click Here 16.) The patient s insurance is to be selected from the Hotlist (bottom section of the screen). *IMPORTANT: Do not search for the insurance by entering the name or PO Box * Use the Hotlist when selecting an insurance 17.) Click on the drop Arrow and a list of insurance companies/payors that Integra is contracted with will appear. 10

11 18.) Scroll through the names of the insurance companies / payors (listed alphabetically) and select the one needed. Highlight the insurance name, and click on the Add from Hotlist key to save the entry. Click here to add from Hotlist 19.) Enter the patient s insurance id # in the Policy section, then hit Submit to save the entry. *Important: The effective date is not a valid effective date for the patient s insurance. The system does not verify the patient s eligibility with the plan. Please make sure that the effective date is always prior to the date of service. The date can be manually overridden by deleting the date and entering the day prior to the date of service.* 11

12 V.) Entering a Bill *Important: A bill cannot be entered without a signed delivery ticket from the patient as receipt of the equipment/supplies/device.* 20.) To begin, Click on Front Desk on the left navigation bar. 21.) Then Click on the Post Charges icon. Then click here First click here 12

13 22.) Select the patient by entering the first three letters of the last and first name and click Search. 23.) Click on the patient s name 13

14 24.) Click on the blue ADD key to the right on the white bar. Click to Add 25.) Enter the following information; Visit date - enter the date the patient received the equipment/supplies/device Pre-Auth # - enter the authorization number Tip: If no authorization was required, the Pre-Auth # does not have to be entered. 26.) Click on the Procedures tab (third tab on the top). (3) Click on Procedure Tab (2) Fill out Pre-Auth # if required (1) Fill in the visit date 14

15 27.) Begin by entering the HCPC/CPT procedure code and the modifier. 28.) Tab to the Diagnosis box and enter the diagnosis (up to 6). 29.) Tab to the Unit box and enter the unit(s). 30.) Click on the Add key in the Charges box. O&P example 15

16 DME example Tip: Once your entry has dropped, you have entered your bill. Repeat the process, if there are additional codes to enter. Tip: There is a section in the bill where a note can be entered. Click on the Add key to the right of Bill Notes. An example of a bill note may include; 1) Price for a miscellaneous procedure code 2) The claims remittance address for a Multiplan claim. There are two sections where information should be entered, Subject and Note. 16

17 Example 1: Price For a Miscellaneous Procedure Code Example 2: Claims Remittance Address For a Multiplan Claim Once entry is made, click on Submit to save and Exit 17

18 Documentation Uploading All claims submitted for payment must have the appropriate documentation for the claim to be released to the insurance company for payment. Required documentation must be received BEFORE a claim can complete processing for payment. All documentation must be clear and legible. Claims for which documentation is not received cannot be processed for submission to plans. Visit Entry Screen 1. In the BILL NOTES section, click the word Add 2. Add a brief description of what you will be attaching in the Subject Line 3. Click submit 18

19 4. Click Create Attachment 5. Description: Please type what you are attaching (this may be the same as the subject line) 6. Type: Select Scanned Document 7. Format: Select Adobe Acrobat File (Your documents should be in a PDF format) 8. Click BROWSE, select file to be uploaded (Attachment cannot exceed 1MB) 9. Click submit 19

20 VI.) Claim Status 31.) To find the status of a claim, click on the Customer Care section on the toolbar on the left of the screen, and then click on Patient Summary. (1) Click on Customer Care (2) Click on Patient Summary 20

21 32.) Enter the Patient s name (Last/First), Birth Date or Bill Number in the appropriate section. 33.) Click Search next to the field you have inputted. 34.) Click on the patient s name. 21

22 35.) Click on the bill number. The itemized bill will appear. Any transaction entered for the bill will be listed line by line. 22

23 VII.) Patient Reporting 36.) To run a report to see all patient activity through the Integra network, click on the Reporting button on the left navigation menu. Then click on Reports. (1) Click on Reporting (2) Click on Reports 37.) In the third section, Billing / $, click on Transactions by Office Click on Billing / $ section 23

24 Tip: This report can be run: Daily, Weekly, Monthly or whatever your desired dates are. 38.) Click Execute Report. Click here to run report 24

25 39.) Click Submit 40.) A message will appear confirming the generation of this report. Click on the Home screen on the left navigation menu to see the status of your report. Click here to see the status of your report 25

26 Tip: Depending how much information you have requested, larger date spans will take longer, the report will show up in the Home section. A short report can take a couple of minutes to run and show up in this menu, a long report can take up to one hour. 41.) You can retrieve your report by clicking on your transaction and then click on retrieve. 26

27 42.) Click on page 2 to view the report. Tip: To export into MS Word, click on the Printer Friendly link VIII.) Recap You should now have the tools to: - Log into Integra Partners billing software - Enter a patients information - Enter the referring provider - Enter insurance/payor - Enter a bill - Check a claim status - Run patient reports Welcome to Integra Partners. Should you have any questions or require further support, please us at administration@accessintegra.com or call us at

28 Frequently Asked Questions Question: How do I ensure that I will be paid for the products and the remittance won t go to another Integra provider? Answer: You should enter the patients information into the system as soon as possible. Be sure to include; patients first and last name, date of birth, address, and the referring doctor. By doing so, this will link the patient to your office. Question: What happens when I search for a patient and their name appears in black letters? Answer: This means that the patient is/has been serviced by another provider. You can still add the patient under your practice by entering their information. Question: What happens if the system notes that the patient already exists? Answer: Delete the patient s social security number. Question: Why does it say NO INSURANCE on the bill? Answer: The effective date on the insurance section is after your billing date of service. Question: When do I enter a bill for a patient? Answer: Once you have a signed delivery ticket from the patient and the services have been delivered. Question: What if the doctor cannot be located? Answer: Complete the Referring Physician form and fax to Integra for the doctor to be entered. Question: When can I expect payment on a bill? Answer: Please allow 30 to 45 business days for the payor to process a claim. Question: What date is entered for Visit Date? Answer: The date the patient signed for the services. Question: What happens when I enter a bill and the amount defaults to zero? Answer: You should input notes into the system so when Integra scrubs the bills the following day it can be updated/corrected. 28