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The Dashboard gives you an overview of where you are with each step of the Claims process. Perform the following steps to navigate the Dashboard: From the Transactions menu on the left side of the screen, click Dashboard. The Dashboard screen will appear, as shown below. Review the Practice section for items that need ForRead more

Claims rejected either by the clearing house or payer end up on the Claim Errors list. Unlike the Prep Errors list, not all of the errors can be fixed within the Encounter or Patient, as some may have nothing to do with data errors, but rather with policy issues, such as cancelled coverage, etc. Therefore,Read more

Now that the Claims files have been generated, they are ready to be transferred via EDI to the clearing houses, which will distribute them to the appropriate payers. The file transfer is a two-way communication, sending out your claims while also retrieving any files that the clearing house has placed in your inbox, such asRead more

Perform the following steps to do a Claim Run for EDI claims. From the Claims menu on the left side of the screen, select Generate Claims. The Claim Runs list will appear on the right, as shown below. Click New on the toolbar. The Prepped Claims screen will appear, showing the available sets of Claims,Read more

Perform the following steps to do a Claim Run for paper claims. From the Claims menu on the left side of the screen, select Generate Claims. The Claim Runs list will appear on the right, as shown below. Click New on the toolbar. The Prepped Claims screen will appear, showing the available sets of Claims,Read more

All Encounters in which errors were identified in the Prep Run end up on the Prep Errors list. This is a cumulative list with items added and removed every time a Prep Run is executed. Ideally, the biller will review the list, correct all errors, and perform another Prep Run to clear the list beforeRead more

The Prep Run prepares the claims for submission by checking each claim against 80+ criteria to weed out the ones with errors (those go to the Review Prep Errors queue for correction and will be put through each subsequent Prep Run performed until they pass). Perform the following steps to prep your closed Encounters: FromRead more

Perform the following steps to close all Encounter and Payment/Adjustment batches marked RTC: From the Transactions menu on the left side of the screen, select Closing Runs. The Closing Run screen will appear, as shown below. Click Print Trial Run Detail on the toolbar to get a day sheet showing individual Encounter charges/payments/adjustments, as wellRead more

When a Patient makes a payment, it may either be applied to a specific service or used to pay down all or a portion of their outstanding balance. Perform the following steps to enter a Patient Payment: From the Transactions menu on the left side of the screen, select Payments & Adjustments. The Payment &Read more

If you receive insurance payments via EDI Remittance, performing the Transfer EDI Files step during the course of Claims submission will retrieve any available remittance files that may be in your inbox at the clearing house. Review the remittance/remark codes on the remittance EOB and compare to your TABLE—CAR CODES. As the remit is automaticallyRead more