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The Closing Run Summary provides a summary of Total Charges, Total Payments, Charge Adjustments, Payment Adjustments, and the A/R Change for each Closing Date in the period specified. It is one of the reports used for end-of-month balancing before closing the Posting Period. Filter Selection The report can be filtered either for Closing Runs withinRead more

There is no initial Filter Selection screen. The report simply displays a list of all Guarantors with Credits on the left, and Services that have a Balance on the right, and then allows Transactions to be posted, applying selected Credits to selected Services. Clicking on a Guarantor in the Credits column reveals the Balances attributedRead more

The Aging Report is an interactive report that may be used as a tool for collection on accounts and reporting the A/R total for the practice. Filter Selection Tips Posting Period: Entering a past Posting Period provides a snapshot of the point in time at which the Posting Period was closed. It excludes any subsequentRead more

The following are the features and capabilities of Billing Reports. Not every feature described below is available on every Report. Reports Menu The Reports Menu is located on the main menu bar at the top of the Billing screen (the Scheduling screen also has a Reports menu, but those pertain only to Scheduling). Selecting aRead more

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