Unpaid Claims. 70 Royal Little Drive. Providence, RI Copyright Ingenix. All rights reserved. Updated: 9/20/11
|
|
- Corey Phelps
- 8 years ago
- Views:
Transcription
1 Unpaid Claims 70 Royal Little Drive Providence, RI Copyright Ingenix. All rights reserved. Updated: 9/20/11
2 Table of Contents 1 Claim Summary Fields and Features Electronically Checking Claim Status Checking Individual Claim Status Checking Batch Claim Status Unpaid/Inactive Claims... 9 ii
3 1 Claim Summary Fields and Features CLAIM SUMMARY FIELDS AND FEATURES Field Back Select All Deselect All Filing Limit Description Clicking on the Back button will bring you back to the Unpaid/Inactive Claims screen where you can select an aged week of unpaid/inactive claims to work on for a particular financial class. All claims included in the unpaid/inactive claims age for the financial class you chose to work on will be selected when the Select All button is clicked and a selected claim is indicated by a check mark in the Select column on the claim line. Select All is convenient to use if you need to perform an action on the selected batch of claims, i.e., electronically checking claim status, rebilling claims, or adding a note. When the Select All button is clicked, individual claims can be de-selected by clicking on the check mark in the Select column. Clicking on the Deselect All button will de-select any selected claim. A selected claim is indicated by a check mark in the Select column on a claim line. De-selecting a claim or all claims will remove the check mark. Claims approaching filing limit are highlighted red as a visual indication that these claims need to be handled in a timely manner. For most payers, a claim will turn red 25 to 30 days before its actual filing limit will be reached. Inactive Limit Claim Summary Line Claims that have not been worked in 30 days are considered inactive and inactive claims are highlighted tan as a visual indication that these claims need to be worked. A claim summary line for each claim included in the unpaid/inactive claims age for the financial class you selected displays. The claim summary line shows the patient's name, CareTracker ID number, date of birth, the insurance plan, the patient's subscriber number, the status of the claim, the claim's last activity date, the original claim date, the claim's age, the oldest service date, the provider, the original amount on the claim, the remaining 1
4 CareTracker PDF- Unpaid Claims CLAIM SUMMARY FIELDS AND FEATURES Field Description open balance, the last transaction date, the description of the last transaction, activity date, and activity notes. More detailed claim summary information will display when an individual claim summary line is clicked. Rebill Claim Status Notes Status Save Claim Summary Screen Claim This Rebill button is used to rebill a batch of claims. Select the claims you need to rebill either by clicking on the Select All button or by clicking in the Select column for the appropriate claims and then click on the Rebill button. Rebilling claims changes their status to 'New' and moves them to the New/Pending column on the Claims Worklist screen. Claims in the New/Pending column will be transmitted during your next bill run. Every evening, CareTracker will automatically check the status of every claim on which there is an outstanding balance. A claim is checked for the first time after seven days it is flagged as "TRANS OPEN". If the claim status continues to remain "In process" the second automated check is performed three days after the first check. Since a third check is not performed by CareTracker it is best practice to call the payer and follow up on the claim or manually recheck the claim status. There are particular statuses returned from a payor when a claim's status is checked: 'In Process,' 'Finalized', 'Set to Pay', 'Set to Deny', 'Pending In Review' and 'Not Found'. Each claim will be updated accordingly when the automated batch claim status check is complete. When a status of 'Set to Deny', 'Pending in Review' or 'Not Found' is returned during an automated batch claim status check, the claim will be updated and flagged in the Claims Worklist link under the Billing section of the Dashboard. Note Enter an activity note in regards to the selected claims in the "Notes" field and click on the Save button. The note will be saved in the Activity Notes section of each selected claim and adding a note re-starts the claims aging used to determine inactive claims. The "Status" field can be used to manually change the status of the selected claims. 'Select' defaults in the "Status" field however, the selected claims' statuses can be changed by selecting the appropriate status from the "Status" field drop-down list, i.e., 'Payer Edits', 'Not Found', 'Claim Status Denial', 'Missing Info', or 'In Review'. Manually changing the claims status will move the selected claims to the corresponding column on the Claims Worklist screen. Clicking on the Save button will save an activity note that has been entered in the "Notes" field and/or a claim status that has been selected from the "Status" list. The Claim Summary screen displays when an individual claim line is clicked. In this screen, actions can be performed on the selected claim only. The top part of the Claim Summary screen displays all of the information 2
5 Unpaid/Inactive Claims CLAIM SUMMARY FIELDS AND FEATURES Field Information Notes Rebill To ==> Form Type Rebuild Paper Claim View Paper Edit Description that was included on the claim, i.e., status, balance, last activity date, subscriber number, insurance company, insurance plan, billing and servicing provider, billing provider UPIN and NPI, referring provider, admission date (if applicable), and authorization number (if applicable), provider's tax ID, provider's enrollment status in insurance and the effective date of enrollment. These fields cannot be edited however, the billing provider and the referring provider's insurance number details can be viewed by clicking on the respective provider's name. Note An activity note can be added to the claim by entering the note in the "Notes" field and then clicking on the Save button. Adding a note re-starts the claims aging used to determine inactive claims. When the needed information has been added to and or edited to the claim or the patient's demographic, the Rebill To==> button must be clicked in order to rebill the claim. When a claim is rebilled, it will be placed in the New/Pending column on the Claims Worklist screen and will be transmitted during your next bill run. Before clicking on the Rebill To==> button, verify the form type selected in the "Form Type" field. A form type must be changed before clicking on Rebill To==> button. ANSI form types are claims that are electronically transmitted to a payer and paper form types are claims forms that are dropped to paper that must be printed from CareTracker and then mailed to a payer. The default form type for the insurance plan the claim needs to be sent to is selected in the "Form Type" field. When a form type needs to be changed, selected the appropriate form from the "Form Type" list and click on the Rebill To==> button. When ANSI format is changed to paper, CareTracker ensures the proper information is present on the claim form before releasing the claim to print. The Rebuild Paper Claim button can be used to print paper claims without CareTracker verifying the accuracy of the information. The form type selected in the "Form Type" field must be a paper form. When the Rebuild Paper Claim button is clicked, the claim displays in a window, right-click on top of it and select 'Print' from the grey pop-up menu. The claim will be removed from Claims Worklist when the Rebuild Paper Claim button is clicked. The claim will display in a window when the View Paper claim button is clicked. Clicking on the View Paper button does not remove the claim from the Claims Worklist link. Clicking on the Edit button on the Claim Summary screen displays the Encounter window from which you can add and/or edit claim information including the location, place of service, Additional Claim Info, referring provider, modifiers, and diagnoses. Dates of service, procedure codes, fees, 3
6 CareTracker PDF- Unpaid Claims CLAIM SUMMARY FIELDS AND FEATURES Field Description the insurance company and the amount of the claim may not be edited from this pop-up. Note Claim Status Status Field Save Status Column Activity Date Activity Notes Key Every evening, CareTracker will automatically check the status of every claim on which there is an outstanding balance. A claim is checked for the first time after seven days it is flagged as "TRANS OPEN". If the claim status continues to remain "In process" the second automated check is performed three days after the first check. Since a third check is not performed by CareTracker it is best practice to call the payer and follow up on the claim or manually recheck the claim status. There are particular statuses returned from a payor when a claim's status is checked: 'In Process,' 'Finalized', 'Set to Pay', 'Set to Deny', 'Pending In Review' and 'Not Found'. Each claim will be updated accordingly when the automated batch claim status check is complete. When a status of 'Set to Deny', 'Pending in Review' or 'Not Found' is returned during an automated batch claim status check, the claim will be updated and flagged in the Claims Worklist link under the Billing section of the Dashboard. The Claim Status button on the Claim Summary screen enables manual recheck of a claims status without having to wait for the automated process. Note The "Status" field can be used to manually change the status of the claim. 'Select' defaults in the "Status" field however, the status can be changed by selecting the appropriate status from the "Status" list, i.e., 'Payer Edits', 'Not Found', 'Claim Status Denial', 'Missing Info', or 'In Review' and then clicking on the Save button. Manually changing the claims status will move the claim to the corresponding column on the Claims Worklist screen. Clicking on the Save button will save an activity note that has been entered in the "Notes" field and/or a claim status that has been selected from the "Status" list. The status column shows the claims current status and all of the status steps the claim has gone through. Logs the date and time of all activity taken on the claim. Claim errors occur when a claim does not meet specific requirements set by CareTracker and/or payers. Errors display under the Activity Notes section of the Claim Summary screen as a mnemonic code along with the error description. Error descriptions direct you as to what pieces of claim information needs to be fixed before the claim can be successfully transmitted to a payer. Example: "BPINNO - Billing Provider/Insurance Number is missing for this particular Billing Provider/Insurance combination" instead of BPINNO only. By clicking on the Key link, a list of all the possible system note codes and 4
7 Unpaid/Inactive Claims CLAIM SUMMARY FIELDS AND FEATURES Field Description their corresponding message will display. This key can be used to decipher a code that you do not understand. Link Operator Claim Batch ID Procedures Payment Separate Claim The Acknowledgement and the Report electronically received into CareTracker from a payer that included the claim will be accessible from the Claim Summary screen. The Acknowledgement report can be viewed by clicking on the ANSI 837 link and the Report can be viewed by clicking on the Report link. The Report shows all the claims that were transmitted in the same claim batch as the current claim's summary you are viewing. Logs the operator who performed each action that has been taken on a claim. This shows the claim batch identification number. Each procedure line included on the claim will display in the lower part of the Claim Summary screen. Under each procedure line will be a record of all the financial transactions linked to each procedure. The Payments screen displays when the Payment link is clicked from which a financial transaction, i.e., payment, adjustment, or transfer, for the respective procedure line can be entered. When multiple procedure codes appear on one claim, those procedures can be separated to different claims by clicking on the Separate Claim link. 5
8 CareTracker PDF- Unpaid Claims 2 Electronically Checking Claim Status Claim status is automatically checked every evening for every claim that has an outstanding balance. Typically, a manual claims status check is not necessary. However, if you need to manually check claim status you do so individually or in a batch. Note CareTracker automatically performs a status check 7 days after the claim is set to Trans Open. If the claim is not finalized, CareTracker automatically performs another check 3 days later and then flags the claim as Not Found. 2.1 Checking Individual Claim Status Claim status for individual claims can be checked from any application in CareTracker where the Claim Summary screen displays. To individually check claim status electronically: 1. Click the Home module and then click the Dashboard tab. CareTracker displays the Practice Dashboard by default. 2. Click the Unpaid link under Claims Status in the Billing section of the Dashboard. CareTracker displays the Claims Status Filter Options. 3. Select the desired filter options and then click Go. CareTracker displays the Unpaid/Inactive claims, broken down by financial class and by week. The total inactive claims for a financial class displays in the Inactive column. Totals for all unpaid claims for a financial class displays in the Total column and for each week, the total number unpaid claims displays in the Totals row. 4. Determine the unpaid/inactive claims for which you would like to electronically check claim status and then click on the corresponding number. CareTracker displays a claim line for all corresponding Unpaid/Inactive claims displays with the patient's name, ID number, date of birth, subscriber number, the insurance plan for which the claim was transmitted, the claim status, last activity date on the claim, claim date, claim age, oldest service date on the claim, the provider on the claim, the original amount, balance remaining, and the last activity notes saved for the claim. 5. Click on a claim summary line. CareTracker displays the Claim Summary in the lower frame of the screen. 6. Click the Claim Status button. CareTracker displays the Claim Status History window which includes all previous status checks that have occurred including, the date of the status check, the operator who performed the check, the claim status category, and the Claim Status code. 7. Click the Claim Status button in the top right corner of the Claim Status History window to perform another claim status check. When the claim status check is complete, the status of the current claim is automatically updated and the claim check information display in the Claim Status History window. Possible statuses include: In Process- When a claim status check is complete and the payer returns that it is In Process, CareTracker sets the claim status to In Process. When a claim is set to In Process it's status will not be checked during a batch electronic claims status check for 6
9 Unpaid/Inactive Claims the next seven days. However, you can manually recheck the individual claim's status, overriding the seven day period. Finalized- When a claim status check is complete and the payer returns that it is Finalized, CareTracker sets the claim status to Finalized. A Finalized claim will have the details of the finalization listed under the Activity Notes section of the Claims Summary screen. After a claim has be set to Finalized, no additional electronic claim status checks can be performed. Set to Pay- When a claim status check is done and the payer returns that it is Set to Pay, CareTracker will set the claim status to set to pay. Set to Pay claims are going to be paid on by the respective payer. These claims will remain in Unpaid/Inactive claims until they are paid or adjusted off in full. After a claim has be set to Set to Pay, no additional electronic claim status checks can be performed. Set to Deny- will send back as part of the claim status process. Any of these messages that constitute a claim status denial will set the claim's status to Set to Deny. In addition to these claims being flagged in the Unpaids/Inactive link, they are flagged in the Claims Worklist link as well since they have been denied and will require follow up. After a claim has been set to Set to Deny no additional electronic claim status checks can be performed. Pending In Review- There are also Claim Status messages that will come back from the payer that the claim is In Review. Any of these statuses will set the claim to In Review. In Review claims should be followed up on until they have been adjudicated by a payer. Not Found- Any payer that has electronic claim status where the claim is not on file after seven days of the original claim date will be set to Not Found status. Note: When a claim's status has been returned, except for Set to Pay, the claim will be moved to the corresponding column on the Claims Worklist screen. 8. To view the details of the check, click on the Details button. 2.2 Checking Batch Claim Status To batch check claim status electronically: 1. Click the Home module and then click the Dashboard tab. 2. Click the Unpaid/Inactive Claims link under the Billing section of the Dashboard. CareTracker displays the Claims Status Filter Options. 3. Select the desired filter options and then click Go. CareTracker displays the Unpaid/Inactive claims, broken down by financial class and by week. The total inactive claims for a financial class displays in the Inactive column. Totals for all unpaid claims for a financial class displays in the Total column and for each week, the total number unpaid claims displays in the Totals row. 4. Determine the unpaid/inactive claims for which you would like to electronically check claim status and then click on the corresponding number. CareTracker displays a claim line for all corresponding Unpaid/Inactive claims displays with the patient's name, ID number, date of birth, subscriber number, the insurance plan for which the claim was transmitted, the 7
10 CareTracker PDF- Unpaid Claims claim status, last activity date on the claim, claim date, claim age, oldest service date on the claim, the provider on the claim, the original amount, balance remaining, and the last activity notes saved for the claim. 5. Select the batch of claims to electronically check the status of by clicking on the Select All button or by clicking the checkbox in the Select column next to each claim for which you want to check status. 6. Click the Claim Status button. Note: A claim's status can not be electronically checked until several days after its last transmission date which allots for any transmission lag time and for the claim to have time to have been accepted into the payer's system. 7. When the status of all selected claims has been electronically checked, the Claim Status window displays showing the results of the check. It lists the number of claims selected to check, the number of claims actually updated, the number of claims that were skipped, and the reason each claim was skipped if applicable. Reasons a claim were skipped for an electronic claim status check include, insurance not setup for electronic claim status, your company is not setup to do non-participating claim status, the minimum number of days since the claim was sent has not elapsed, and the minimum number of days since the last in process status has not elapsed, claim status is already finalized. The claim statuses will be updated as described above under the individual claim status mode. 8. When each claims status is updated, the claims that require follow up will be moved to the corresponding column in the Claims Worklist link. Claims that receive a status of Set to Pay will not be moved to the Unbilled Claims link because they do not require any follow up. Claims remain as Claims Worklist until the required information is added and/or edited and rebilled. Note: CareTracker waits a minimum of seven days from the first day a claim's status was checked before flagging it as Not Found and the system will not allow you to re-check a claim's status until seven days after the last check was electronically performed. 8
11 Unpaid/Inactive Claims 3 Unpaid/Inactive Claims Unpaid claims are claims that have been submitted to an insurance company but have not been paid. Inactive claims are claims that are not only unpaid, but also have not had any follow-up activity on them for the last thirty days. Unpaid and Inactive claims are aged by week, broken down by financial class, and can be worked from the Unpaid/Inactive links in the Claims section of the Practice Dashboard. Inactive claims are highlighted in tan and claims that are nearing their filing limit are highlighted in red as a visual alert that these claims need to be worked immediately. From this list, you can drill down into each Unpaid/Inactive claim that requires follow up. When an inactive claim has been worked it is removed from the inactive category however, if there is no payment or additional activity on the claim for the next thirty days, it is re-categorized as inactive. The number of inactive claims should only be 5-10% of your unpaid claims. As a best practice, you should focus your follow-up activities on the inactive claims category. This will significantly improve the efficiency of your claim follow up activities. CareTracker automatically checks unpaid claims' status every evening with specific payers. It will check the status of all claims with an outstanding balance. When a check is complete, the claim's status is updated, attached to the claims, and if necessary the claim will also be flagged in Claims Worklist if a status of Not Found, Set to Deny or In Review is returned. To work unpaid/inactive claims: 1. Click the Home module and then click the Dashboard tab. CareTracker displays the Dashboard. 2. Click the Unpaid link under Open Claims in the Billing section of the Dashboard. CareTracker displays the Claims Status Filter Options. 3. In the Status field, click on the status of the claims you want to view. Press the Ctrl key while clicking to select multiple statuses. 4. From the Age by list select the age of claims to view. 5. (Optional) From the Fin Class list, select the financial class containing the claims you want to view. 6. Click Go. CareTracker displays the unpaid/inactive claims by financial class and by week. The Inactive column displays the total inactive claims for a financial class. The Total column displays the total unpaid claims for a financial class. The Totals row displays the total unpaid claims for each week. 9
12 CareTracker PDF- Unpaid Claims 7. Locate the claims you want to work and click on the corresponding number in the chart. CareTracker displays a claim line for each unpaid/inactive claim. Click the column headings to sort the columns. Note: You cannot click on a zero total. 8. When a number is clicked, a claim line for all corresponding Unpaid/Inactive claims displays with the patient's name, ID number, date of birth, subscriber number, the insurance plan for which the claim was transmitted, the claim status, last activity date on the claim, claim date, claim age, oldest service date on the claim, the provider on the claim, the original amount, balance remaining, and the last activity notes saved for the claim. 9. To work a claims in a batch: a. Select the checkbox in the Select column next to each claim you want to work or click Select All to select all of the claims. b. Perform the desired action on the claim(s). For example, if you are adding a note in regards to each of the selected unbilled claims, enter the note in the "Notes" field and click Save or to rebill the claims, click Rebill. 10. To review or work an individual claim, click on the claim summary line. CareTracker displays the Claim Summary in the lower frame of the screen. 10
13 Unpaid/Inactive Claims 11. To edit claim information, such as diagnosis code or referring provider, click Edit on the Claim Summary screen. The Encounters window displays the location, place of service, encounter specific claim information, referring provider, diagnosis code and modifiers. Dates of service, procedure codes, fees, the insurance company and the amount of the claim may not be edited from this window. Note: Click the number link next to Rule Set to view descriptions of the rules for the insurance company. This can be helpful when determining the information that needs to be fixed. Click the Key link next to the Activity Notes heading to view a key for deciphering each missing information code. 12. To edit patient demographic information, click the Edit button on the Name Bar. CareTracker displays the Demographics window. 13. Edit the information as needed and then click Save. 14. After editing the claim or patient information, Rebill To. CareTracker will place the claim in the New/Pending category of the Claims Worklist screen and will transmit the claim during the next bill run. Note: When rebilling claims the form type typically is not changed 11
Management Tools Quiz Answers
Management Tools Quiz Answers 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2010 Ingenix. All rights reserved. General Navigation and Help 1) How do you send messages within CareTracker? a)
More informationAppointment List. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13
Appointment List 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13 Table of Contents 1 Appointment List Overview...1 1.1 Appointment List Actions...1
More informationBilling Dashboard Review
Billing Dashboard Review 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13/13 Table of Contents 1 Open Batches...1 1.1 Posting a Batch...1 2 Unbilled
More informationCareTracker PDF - Administration Module
CareTracker PDF - Administration Module Table Of Contents Administration Module...1 Overview...1 Messages and Knowledgebase...10 System Messages...11 Company Details Report...14 Insurance Lookup...15
More informationHow To Print An Encounter Form In Acedo
Encounter Forms 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/8/13 Table of Contents 1 Encounter Form Setup...1 1.1 Overview...1 1.2 Building an
More informationReal Time Adjudication (RTA) 70 Royal Little Drive Providence, RI 02904
Real Time Adjudication (RTA) 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2009 Ingenix. 1 2 Overview The RTA feature helps simplify and enhance the efficiency of the claim submission process
More informationAs your financial institution completes its system conversion, you
QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,
More informationTransactions Module. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2014 Optum. All rights reserved. Updated: 3/1/14
70 Royal Little Drive Providence, RI 02904 Copyright 2002-2014 Optum. All rights reserved. Updated: 3/1/14 Table of Contents 1 Transactions Module...1 2 Charge Overview...3 2.1.1 Explosion Codes...3 2.1.2
More informationAffiliated Provider Billing/Coding
Affiliated Provider Billing/Coding ED BILLING USING FIRSTNET Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 To access FirstNet:...2 Checking In as a Provider...2
More informationChapter 16: Follow-up
Chapter 16: Follow-up The term follow-up refers to the process whereby a registry continues to monitor the status of a patient's health at periodic intervals. Data fields concerning patient vital status,
More information. NOTE: See Chapter 5 - Medical Management System for conditions that must be met in CHAPTER 6. ELECTRONIC CLAIMS PROCESSING MODULE
Electronic Claims Processing Module 6-1 CHAPTER 6. ELECTRONIC CLAIMS PROCESSING MODULE Processing claims electronically is an option that may be selected in place of or in conjunction with the processing
More informationFAST Travel System. Guide: Creating Expense Reports
FAST Travel System Guide: Creating Expense Reports Purpose: To provide instructions on how to create an Expense Report (ER) in FAST 9.2 Travel module. Definition: Expense Report submission entered into
More informationHow To Use An Invoice On A Pc Or Macbook
Volume Revolutionary. Online. Cool. Accounting H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
More informationOptum Patient Portal. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13
Optum Patient Portal 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Table of Contents 1 Patient Portal Activation...1 1.1 Pre-register a Patient...1
More informationKareo Quick Start Guide April 2012
Kareo Quick Start Guide April 2012 Table of Contents 1. Get Started...1 1.1 Practice Setup... 1 1.2 Training, Help Guides and Support... 1 1.3 User Login... 1 1.4 Dashboard Navigation... 2 1.5 Record Search...
More informationBatch Scanning. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2011 Ingenix. All rights reserved.
70 Royal Little Drive Providence, RI 02904 Copyright 2002-2011 Ingenix. All rights reserved. Updated: December 13, 2011 Table of Contents 1 Batch Scanning... 1 1.1 Installing the CareTracker Client...
More informationQuickBooks Business Accounting Software 2013-2006 for Windows
QuickBooks Business Accounting Software 2013-2006 for Windows Account Conversion Instructions for Web Connect to Direct Connect QuickBooks Business Accounting Software 2008 2010 for Windows Account Connect
More informationDarwiNet Client Level
DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4
More informationTime & Expense Entry WalkThrough
PRACTICE CS Time & Expense Entry WalkThrough Version 2014.x.x TL 27573a (01/16/2015) Copyright Information Text copyright 2004-2015 by Thomson Reuters. All rights reserved. Video display images copyright
More informationOnce the EDS Bridge window opens, click on Load to bring the claims into the EDS Bridge for review.
EDS Bridge Top Navigation Bar: File - Exit: Allows the user to Exit the Bridge. Edit - Add Primary Paid: Allows the user to add the Primary Paid Amount and Date to the claim. Delete: Allows the user to
More informationIntegrating Kareo PM and Practice Fusion EHR
Integrating Kareo PM and Practice Fusion EHR Welcome to the Kareo guide to integrating Kareo s Practice Management (PM) system with Practice Fusion s electronic health record (EHR) system. The technology
More informationA. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions
QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions As your financial institution completes its system conversion, you will need to modify your QuickBooks settings
More informationQuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group
QuickBooks 2016 Getting Started Guide for Financial Institutions Financial Institution Support OFX Connectivity Group Table of Contents QUICKBOOKS 2016 FOR WINDOWS GETTING STARTED GUIDE... 3 ABOUT THIS
More informationFirst Financial Bank Online Banking Quick Reference. February, 2013
February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering
More informationDues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing!
Dues & Billing I. Dues and Billing Overview Welcome to Dues and Billing! This feature allows you to create batches of invoices and specify members as recipients. The current functionality allows you to
More informationHarris CareTracker Training Tasks Workbook Clinical Today eprescribing Clinical Tool Bar Health History Panes Progress Notes
Harris CareTracker Training Tasks Workbook Clinical Today eprescribing Clinical Tool Bar Health History Panes Progress Notes Practice Name: Name: / Date Started: Date : Clinical Implementation Specialist:
More informationSENDING SECONDARY CLAIMS IN MEDICAL OFFICE MANAGEMENT
SENDING SECONDARY CLAIMS IN MEDICAL OFFICE MANAGEMENT The following are instructions for setting up and sending secondary claims in the Medical Office Management system. As you can see in the next few
More informationMedisoft Features Evolution Matrix
1 Medisoft Features Evolution Matrix Insurance Automatic Rebill for Claims Insurance Groupings for Reporting and Analysis Remittance Tracking for Secondary Claims Integrated Electronic Eligibility Checking
More information2013 ERA & DENIAL MANAGER
2013 ERA & DENIAL MANAGER The ERA Denial Manager solution allows providers to organize and manage remittance data; helps staff prioritize and monitor denials and underpayments; and allows accurate reporting
More informationNextGen Enterprise Practice Management (EPM) Best Practices Guide and Tasks Catalog
NextGen Enterprise Practice Management (EPM) Best Practices Guide and Tasks Catalog Version 5.5 NextGen Healthcare Information Systems, Inc. Copyright 2008 NextGen Healthcare Information Systems, Inc.
More informationStaff Management WalkThrough
PRACTICE CS Staff Management WalkThrough version 2014.x.x TL 27718a (1/16/2015) Copyright Information Text copyright 2004 2015 by Thomson Reuters. All rights reserved. Video display images copyright 2004
More informationAccounts Receivable WalkThrough
PRACTICE CS Accounts Receivable WalkThrough Version 2014.x.x TL 27675a 1/16/15 Copyright Information Text copyright 2004-2015 by Thomson Reuters. All rights reserved. Video display images copyright 2004-2015
More informationClaims Training Guide
Claims Training Guide For exclusive use by Last Revised on 6-13-2007 10:50:00 AM Welcome... 3 Rejected Claims Dashboard... 6 Claims... 8 Editing Claims... 13 Working Claim Rejections... 16 Batches... 20
More informationGateway EDI Client Website Help Document
Gateway EDI Client Website Help Document Learning your way around a new website can be tricky we know that! This document will serve as a cheat sheet for questions that may arise as you maneuver around
More informationPayco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home
Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...
More information1 CoverMyMeds User s Guide User s Guide
1 CoverMyMeds User s Guide User s Guide 2 CoverMyMeds User s Guide TABLE OF CONTENTS Overview 3 Starting a Request 3 Using a Key 4 Completing the Request 5 Address Books 5 Required and Important Tags 5
More informationAt the top of the page there are links and sub-links which allow you to perform tasks or view information in different display options.
APPOINTMENTS TAB P r a c t i c e M a t e M a n u a l 38 OVERVIEW The Appointments Tab is used to set up appointments, reschedule or edit existing appointment information, check patients in and out, and
More informationPractice Management v7.6 Release Notes
Practice Management v7.6 Release Notes Optum 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2012 Optum. All rights reserved. Document Information Author(s) K. Sanders Release Date 7/12/12 Date
More informationContents. Park Sterling Bank 2
Contents View Accounts... 4 Account Summary... 4 Details and Transactions... 5 Download Transactions... 6 Download Types... 7 Transfer Funds... 8 Making a Loan Payment... 9 Pending Transfers and History...
More informationTable of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved.
Table of Contents Logging In... 3 Changing Your Password... 4 Cash User Login Screen... 5 Navigation... 6 Account Access Page... 7 Account Activity Options... 8 Transactions... 9 Download... 10 Statements...
More informationOCS-OASIS Data Entry User Guide
OCS-OASIS Data Entry User Guide Outcome Concept Systems, Inc. 1818 East Mercer Street Seattle, WA 98112 866.641.8324 FAX 206.720.6018 www.ocsys.com This manual was published in Microsoft Word. The screen
More informationINSTRUCTIONS FOR USE: OA-RX
P a g e 1 INSTRUCTIONS FOR USE: OA-RX Welcome to Office Ally s Electronic Prescription module, called OA-Rx. This web-based program has been designed to integrate into Office Ally s Practice Mate and EHR
More informationWelcome to the Online Training for. the Colorado Medical Assistance Program Web Portal
Welcome to the Online Training for Playback controls are located here should you need to interrupt the demonstration. the Colorado Medical Assistance Program Web Portal Colorado Medical Assistance Program
More informationProject Statistics Dashboard Users Guide
Project Statistics Dashboard Users Guide Page 1 of 5 Project Statistics Dashboard Analyzing Projects The Project Statistics Dashboard provides an interactive view of projects at various stages of development.
More informationThe PTA s new membership website database and dues reporting system
M3 The PTA s new membership website database and dues reporting system State Level Actions from Task Menu M3 CAPABILITIES The State must authorize a user to have access to M3. The State s authorized users
More informationContact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.
Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.com Updated November 2013 - TreasuryPro 3.8 Contents Welcome...
More informationAsellertool Amazon Shipment Tutorial
Asellertool Amazon Shipment Tutorial Chapter 1: Setup...1 Chapter 2: Work Flow...3 Chapter 3: Other Features...5 The Asellertool Amazon Shipment Software allows Amazon sellers to download orders, print
More informationCredit Card Processing Management
Once AL-Desk CCP has been activated new Security Flags surface that need to be setup: (for Details see Credit Card Al-Desk Setup to Use CCP.pdf) To Access Form Click on the Visa ICON on menu bar or go
More informationDecision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide
Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence
More informationT Analyst User Guide 1
T Analyst User Guide 1 Contents Contents...2 Getting Started...3 Navigation...4 Logging Out of T Analyst...4 View bills...4 Bill columns and definitions...4 Viewing a PDF bill...5 Comparing bills...5 Requesting
More informationVolume. Revolutionary. Online. Cool. PatientModule
Volume Revolutionary. Online. Cool. PatientModule H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
More informationSecure Provider Website. Instructional Guide
Secure Provider Website Instructional Guide Operational Training 2 12/12/2012 Table of Contents Introduction... 4 How to Use the Manual... 4 Registration... 5 Update Account... 8 User Management... 10
More informationThe tool also provides an overview of date criteria set against all items within your module.
Date Management Tool What does it do? This tool allows tutors to view in one screen when items are available and change dates attached to more than one content item within a module at the same time. For
More informationACCESSING SINGLE NUMBER SERVICE FROM THE WEB PORTAL (FOR PHONE ADMINISTRATION SEE PAGE 6)
Page 1 F o r A s s i s t a n c e C a l l 6 0 5. 5 9 4. 3 4 1 1 ACCESSING SINGLE NUMBER SERVICE FROM THE WEB PORTAL (FOR PHONE ADMINISTRATION SEE PAGE 6) After logging into the Web Portal, click on the
More informationClinicalConnect EMR Download Training Guide
ClinicalConnect EMR Download Training Guide The information contained in this reference guide reflects upgrades in functionality as of February 17th, 2011 P a g e 2 Table of Contents About the EMR Download:...
More informationProject Management. Table of Contents
Table of Contents Project Management Process 3 Project Management Flow Chart 4 Project Management Security Setup 5 Project Management Codes Setup 6 Quote Role Assignment 7 Project Status Code Setup 8 Project
More informationEnd User Training Guide
End User Training Guide October 2013 2005-2013 ExpenseWire LLC. All rights reserved. 1 expensewire.com Use of this user documentation is subject to the terms and conditions of the applicable End- User
More informationSending claims, associating Tasks, and Benefit checks are a good idea to implement into your daily routine
Best Practices for Utilizing Reports: Daily: Unassigned Claim Error Report Patient Invoices Insurance Pending New Status Orders Approved Status Orders Pending Payment Deposit Report Weekly: All other Order
More informationInstructions for using Eastpointe s Electronic Systems (Waiver Version)
Instructions for using Eastpointe s Electronic Systems (Waiver Version) Updated 11/05/2012 Instruction Manual on the MCO and Service Provider Electronic System Processes Eastpointe - 1 - Contents ProviderConnect
More informationUser Guide. UPS Billing Center
User Guide UPS Billing Center 2014 United Parcel Service of America, Inc. UPS, the UPS brandmark and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved. us_en
More informationEHR v7.3 Release Notes
EHR v7.3 Release Notes 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2011 Ingenix. All rights reserved. Document Information Author(s) G.Caldera Release Date 09/23/2011 Date Last Updated 09/27/2011
More informationClaim Master Web-Native
Claim Master Web-Native Professional - HCFA 1500 December 2004 WebMD Business Services 241 Lombard Street, Thousand Oaks, CA 91360 This page is intentionally blank Table of Contents CLAIM MASTER INTRODUCTION...1
More informationGuide to Credit Card Processing
CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25746 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images
More informationCreating an itunes App Store account without a credit card
Creating an itunes App Store account without a credit card Summary To create an itunes App Store account on your computer without a credit card, please follow the steps below. In order to create an account
More informationUsing the Drag-and-Drop Report Builder
Using the Drag-and-Drop Report Builder Salesforce, Winter 16 @salesforcedocs Last updated: October 16, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationEXPRESSPATH PROVIDER PORTAL USER GUIDE AUGUST 2013
EXPRESSPATH PROVIDER PORTAL USER GUIDE AUGUST 2013 2013-2020 Express Scripts, Inc. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic
More informationElectronic Invoicing. InvoiceWorks Supplier User Guide For Atlas Air
Electronic Invoicing InvoiceWorks Supplier User Guide For Atlas Air Technical Support Check the Help Menu item for assistance with that screen and more links to more extensive Help. Questions and/or concerns
More informationThe Research Foundation s
The Research Foundation s CONTENTS Overview.... 2 Users... 3 Understanding Workflow...... 4 Accessing the System. 5 Creating a Payment Request.... 6 Creating a Single Payment Request For a Vendor.... 6
More informationInstallation and Program Essentials
CS PROFESSIONAL SUITE ACCOUNTING PRODUCTS Installation and Program Essentials version 2015.x.x TL 28970 3/26/2015 Copyright Information Text copyright 1998 2015 by Thomson Reuters. All rights reserved.
More informationScheduling Guide Revised August 30, 2010
Scheduling Guide Revised August 30, 2010 Instructions for creating and managing employee schedules ADP s Trademarks The ADP Logo is a registered trademark of ADP of North America, Inc. ADP Workforce Now
More informationACCOUNT RECEIVABLES TABLE OF CONTENTS
ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20
More informationPreClose Monitoring (PCM)
PreClose Monitoring (PCM) PreClose Monitoring Guide 13030 Euclid Street Garden Grove, CA 92843 T: 800-473-4633 F: 714-636-2510 www.informativeresearch.com Product Description PreClose Monitoring (PCM)
More informationAlliance Payroll Services, Inc Payentry.com. Training manual
Alliance Payroll Services, Inc Payentry.com Training manual 0 Table of Contents Employee Information Getting Started..1-2 Employee Selection..3 Demographics.4 Department/Positions 5 Labor Allocation..6
More informationACHieve Access 4.3 User Guide for Corporate Customers
ACHieve Access 4.3 User Guide for Corporate Customers January 2015 Citizens Bank 1 February 2015 Table of Contents SECTION 1: OVERVIEW... 4 Chapter 1: Introduction... 5 How to Use This Manual... 5 Overview
More informationE-Z Frame-MaximEyes EHR Integration Users Guide For E-Z Frame Versions 3.0.2.0 and Higher
E-Z Frame-MaximEyes EHR Integration Users Guide For E-Z Frame Versions 3.0.2.0 and Higher This guide will explain the workflow and interactions between E-Z Frame and MaximEyes EHR once the two systems
More informationmy.scouting Tools Training-Home Trend Chart Training Summary Report
my.scouting Tools Training-Home my.scouting Tools is best experienced using the latest version of Google Chrome or Mozilla Firefox. Also works with the latest version of Safari, and Internet Explorer (v11).
More informationMessages Tab. Overview: The Messages Tab. Inbox: Viewing and Replying to Messages. Composing New Messages. Archiving Messages
Messages Tab Overview: The Messages Tab Inbox: Viewing and Replying to Messages Composing New Messages Archiving Messages 1 Overview: The Message Center The Message Center will be the central forum for
More informationApple Bank Online Banking Guide
Apple Bank Online Banking Guide 24/7 Banking Financial Management Funds Transfer Bill Payment Convenient, Easy to Use Secure Table of Contents Online Banking Overview - Convenient, Easy, Secure 1 Registration
More informationState of Connecticut Core-CT Continuing Education Initiative. Introduction to eprocurement
State of Connecticut Core-CT Continuing Education Initiative Introduction to eprocurement 1 Handout The handout has the same screen shots as the in-class presentation, but has been designed as a Step by
More informationRegister Manufacturer: Click on Register Manufacturer radio button, choose the State name and click on Login Button. The following screen appears:
USER MANUAL Click on the Internet Explorer icon on the Computer. Type http://farmer.gov.in/dealers/login.aspx on the address bar of Internet Explorer Window. The following screen will appear. Choose the
More informationMICROMD PM VERSION 11.0 UPDATE GUIDE
MICROMD PM VERSION 11.0 UPDATE GUIDE TABLE OF CONTENTS ENHANCEMENTS Enhanced Demographic Plan update function to include superbill and appointment updates... 2 Slide Override has been added to Service
More informationDAISY 4.2. New features. Electronic prescribing with erx Integrated credit card processing with DAISY InCharge
DAISY 4.2 New features Electronic prescribing with erx Integrated credit card processing with DAISY InCharge DAISY 4.2 Update Release Notes 1 What s New in DAISY 4.2... 1 New Features... 1 Other Enhancements
More informationLead Management User Guide
Lead Management User Guide Page No Introduction 2 Lead Management Configuration and Import Process 4 Admin Console - Lead Management Set-up 5 Importing data into Lead Management Downloading and using the
More informationICD-10 Support. Insurance. Lytec Features Evolution Matrix
ICD-10 Support 2014 ICD-10 Mapping Tool Customized Carrier Setting to ICD-9 or ICD-10 Dual Diagnosis List Wrong Code Set Warning CMS 1500 02-12 Form Insurance Apply Payment Wizard Authorization/Referral
More informationMedical Practice Management Software EzMedPro http://www.dsoftsystems.com. User Manual For
User Manual For Table of Contents INSTALLATION... 4 Windows Install... 4 EzMedPro Setup... 8 Environment Setup... 10 Setup Mode:... 10 Network Setup... 11 Standalone Mode... 12 Environment Setup... 13
More informationINTERCALL ONLINE Administrator Invoices User Guide
INTERCALL ONLINE Administrator Invoices User Guide Access your invoices online, set up new billing accounts and view or edit existing billing accounts. With InterCall Online, also monitor and analyze your
More informationRetail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7
Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...
More informationTOPS v3.2.1 Calendar/Scheduler User Guide. By TOPS Software, LLC Clearwater, Florida
TOPS v3.2.1 Calendar/Scheduler User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition Second Edition 02 2007 09-2007
More informationMEDGEN EHR Release Notes: Version 6.2 Build 106.6.20
10/18/2013 MEDGEN EHR Release Notes: Version 6.2 Build 106.6.20 Special Note: Comtron is excited to announce that over the next few weeks all of our Medgen products will be going through a rebranding process.
More informationSchool Social Worker INTRODUCTION
INTRODUCTION The following document is designed to help School Social Workers to utilize Infinite Campus in their job functions. We will be looking at four areas of the program. The first area will be
More informationE-Z Frame-E-Claims (EDI) Integration Users Guide
E-Z Frame-E-Claims (EDI) Integration Users Guide For Versions 3.0.1.0 and Higher This guide will explain how you can setup and use the E-Claims Integration module (commonly referred to as EDI or Electronic
More informationLast Updated on 11/06/2008. www.jobprotech.com
Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement
More informationRobot CONSOLE 6 User Guide
Robot CONSOLE 6 User Guide Copyright Information Copyright HelpSystems, LLC. All rights reserved. Robot is a division of HelpSystems. www.helpsystems.com/robot U.S.: +1 952-933-0609 Outside the U.S.: +44
More informationLytec Features Evolution Matrix
Insurance Apply Payment Wizard Authorization/Referral Tracking Auto Fee Schedule Update Multi-location Fee Schedule Management Batch Eligibility Veriication Capture Scanned Images of Insurance Cards Compress
More informationBusiness Mobile Banking
Business Mobile Banking Union Bank & Trust Business Mobile Application User Guide Contents Overview... 2 Security... 2 Requirements... 3 Downloading the App... 3 Logging In... 4 One-time Passcode Entry...
More informationBUSINESS NETTELLER ONLINE BANKING USER GUIDE
BUSINESS NETTELLER ONLINE BANKING USER GUIDE Revised 6.5.2013 TABLE OF CONTENTS Login Process...1 Cash Management User Login...2 Cash Management User Single Sign-on...3 Multi-Factor Authentication...4
More informationStudio Designer 80 Guide
Table Of Contents Introduction... 1 Installation... 3 Installation... 3 Getting started... 5 Enter your company information... 5 Enter employees... 6 Enter clients... 7 Enter vendors... 8 Customize the
More informationUpdated 08/2015. Wire Transfer User Guide
Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you
More informationWisconsin Medicaid Electronic Health Record Incentive Program for Eligible Professionals
P- Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Professionals June 15,2015 User Guide i Table of Contents 1 Introduction... 1 2 Before You Begin... 2 2.1 Register
More informationOptum Physician EMR Administration Module Setup Guide for Clinical Today
Optum Physician EMR Administration Module Setup Guide for Clinical Today Purpose of this Document This document is a guide through Optum Physician EMR s Practice, Clinical and Setup tabs in the Administration
More information