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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

As you receive payments from insurance companies, you will use the information provided on the EOB to post Payments and Adjustments in MBSWin. Payments & Adjustments are posted in Batches. It is up to your practice to decide how to group your Payments & Adjustments, but many like to separate them into Batches based onRead more

Usually, Patients pay their Copay when checking in at reception before any actual charges have been incurred or documented in an Encounter. The Enter Copay process allows you to collect their money and earmark it for a portion of anticipated charges. Perform the following steps to Enter Copay. Select Enter Copay from one of theRead more

Unless your Encounters feed directly from an EHR database, the biller will enter them manually, most likely referencing a paper encounter form on which the provider has marked the relevant diagnoses and services. Perform the following steps to add an Encounter to an existing Batch. From the Transactions menu on the left side of theRead more

Encounters are entered in Batches. How you choose to group Encounters into Batches will depend on a number of factors. The simplest way to do it is to just have one Batch for a day’s Encounters. However, it may be more practical to group them by category, location, provider, biller, etc. Perform the following stepsRead more

General Navigation Billing contains its own Reports menu. Each report serves a different function in the workflow and can either be printed, viewed in preview mode, or exported to a file. When viewed in preview mode, the toolbar shown below gives the following options:  Export: Click to save in Crystal Reports, Word, Excel, Access, orRead more

Scheduling: Delete Appointment It is also possible to delete an Appointment, but doing so eliminates all records of its existence. Therefore, best practice is to cancel unless the Appointment was created in error or is a personal appointment that the Resource is canceling. Perform the following steps to delete and Appointment: From the calendar view,Read more