Collect copay at checkIn
- Go to Billing > Super Bills.
- Choose patient from displayed list and click on "Select" or you can search patient.
- Click "OK".
- Click on "Edit icon" for that service which needs payment.
- Enter the copay amount, select payment type and enter Remarks(optional). Then click on "Payment".
- Go to Billing > Super Bills.
- Choose patient from displayed list and click on "Select" or you can search patient.
- Click "OK".
- Click on "Edit icon" for that service which needs payment.
- Enter the copay amount, select payment type and enter Remarks(optional). Then click on "Payment".
- Go to Billing > Super Bills.
- Search patient and click on "Select" to navigate "Super Bill" screen.
- Bills are organized by most recent date of service. Patient has some due amount(e.g. - $208.61) to pay. Click on "Payment".
- You can pay the total amount or partial amount. Enter description, payment method and click on "Pay".
- Select "Manual Posting" or "Automatic Posting". If you select manual posting, then you need to enter the paying amount for each bill.
- Click on "Update" and then click on "Back".
- Click on "Back To Bills".
- Click on "Edit Icon" for those bills, which you have paid the total amount to settled.
- You can check the summary.
- Select bill status and status as "Settled" and click on "Save".
- Updated Successfully.
- Click on "View All Bills" tab.
- Click on respective edit icon, to check those bills summary for which you have paid some amount.
- Check the bill summary.
- Go to Billing > Claim Responses.
- Click on "Claims By Status" from left quick links.
- Here is claim statuses of over 30, 60, 90 and 120 days.
- Go to Billing > EOB Check Posting.
- Click on "Click Here To Add New Check Details".
- Enter all necessary information and click on "Save".
- Click on "Attachments" to add practice documents.
- Click on "Click Here To Add From Practice Documents".
- Search document and add to this check.
- Click on "Apply To Bills" of respective checks.
- Find a bill to post an EOB.
- Enter all necessary information and click on "Save".
- Click on "Make Payment" from left menu.
- Enter your payment information and click on "Pay".
- Go to Billing > Claim Responses.
- Enter search criteria to search bill claim details.
- Click on "ClaimLog" to view claim status.
- Click on "Cliam Status" button.
- Go to Billing > Super Bills.
- Here you can find the patient with name, chart number, etc.
- Click on "Select" to select a patient and to navigate billing summary screen.
- Click on "Edit" icon of a bill.
- Tick "Self Pay Bill" to change this bill to self pay and move charges to patient responsibility.
- Go to Billing > Super Bills.
- Here you can find the patient with name, chart number, etc.
- Click on "Select" to select a patient and to navigate billing summary screen.
- Click on "Edit" icon of a bill.
- Add or edit DOS, CPT, ICD, Modifiers, Price, Units, etc.
- To add one more line item, click on "Add One More" button and add DOS, CPT, ICD, Modifiers, Price, Units, etc.
- To remove a CPT(Line item), click on "X" of respective CPT.
- Select Facility, Referring Physician, Service Provider, Billing Provider, Encounter Provider. Then Click on "Save".
- Go to Billing > Super Bills.
- Here you can find the patient with name, chart number, etc.
- Click on "Select" to select a patient and to navigate billing summary screen.
- Click on "Edit" icon of a bill.
- Enter Collecting Amount, Payment Type and click on "Payment".
- Click on "Printer" icon to print and download receipt.
- Go to Billing > Super Bills.
- Here you can find the patient with name, chart number, etc.
- Click on "Select" to select a patient and to navigate billing summary screen.
- Click on "Edit" icon of a bill.
- Click on "Verify" to verify the insurance.
- Select "Valid Insurance" and enter remarks(optional). Then click on "Save".
- And you need to verify the insurance electronically.
- Go to Billing > Claims.
- Click on "Work on Rejections" from left menu.
- Go to Billing > Claims.
- Click on "Ready To Claim Primary" from left quick links.
- These statements are ready for primary claim.
- Click on "Ready To Claim Secondary" from left quick links.
- These statements are ready for secondary claim.
- Go to Billing > Super Bills.
- Here you can find the patient with name, chart number, etc.
- Click on "Select" to select a patient and to navigate billing summary screen.
- Click on "Edit" icon of a bill which you want to adjust.
- Click on "Adjustments".
- Enter adjustment type and amount. Then click on "Save".
- Go to Billing > Super Bills.
- Search patient and click on "Select" to navigate "Super Bill" screen.
- Bills are organized by most recent date of service. Patient has some due amount(e.g. - $208.61) to pay. Click on "Payment".
- You can pay the total amount or partial amount. Enter description, payment method and click on "Pay".
- Select "Manual Posting" or "Automatic Posting". If you select manual posting, then you need to enter the paying amount for each bill.
- Click on "Update" and then click on "Back".
- Click on "Back To Bills".
- Click on "Edit Icon" for those bills, which you have paid the total amount to settled.
- You can check the summary.
- Select bill status and status as "Settled" and click on "Save".
- Updated Successfully.
- Click on "View All Bills" tab.
- Click on respective edit icon, to check those bills summary for which you have paid some amount.
- Check the bill summary.
- Go to Billing > Dues & Statements.
- Click on "Statements" from quick links.
- Enter search criteria to view the statement.
- These are the statements of given date range.
- To view recent statements, click on date from recent statements list menu.
- These are the today's statements.
- Go to Billing > Super Bills.
- Here you can find the patient with name, chart number, etc.
- Click on "Select" to select a patient and to navigate billing summary screen.
- Click on "Edit" icon of a bill which you want to claim manually.
- Click on "CMS 1500" tab.
- Check all the information.
- Click on "Print on Red CMS Form".
- Click on "Print With CMS Form".
- If you want to fax this document, click on "Fax CMS With Attachments".
- Go to Billing > Super Bills.
- Search patient by name, chart number, etc.
- Click on "Select" to navigate super bill screen.
- Click on "Edit" icon of respective bill, which you want to print.
- Click on "Printable View" button.
- This is the statement and you may print this statement by click on "Printer" icon.
- Go to Reports > Reports.
- Select the report criteria and click on "Get Report".
- Go to Billing > Super Bills.
- Here you can find the patient with name, bill number, etc.
- Click on "Select" to select a patient and to navigate billing summary screen.
- Click on "Edit" icon of a bill which you want to claim.
- Click on "CLAIMS" tab.
- Select one or more bills and apply for Primary or Secondary claim as required.
- Go to Billing > Claims.
- Here you can find the patient with name, bill number, etc.
- Select one or more bills and apply for Primary or Secondary claim as required.
- Go to Billing > Claims.
- Click on "Claimed Batch Summary" from left quick links.
- Enter search criteria to view claimed batch summary.
- Here is the claimed batch summary.
- Click on "Claimed Batch Summary" from left quick links.
- These are claimed batch summary and click on "View Claimed Batch Details".
- Go to "Billing" > "Super Bills".
- Here you can find the patient with name, chart number, etc.
- Click on "Select" to select a patient and to navigate super bill screen.
- Click on "Create Bill" button to create a super bill for this patient.
- Enter all necessary information and click on "Save".
- A bill has been generated successfully and click on "View All Bills" to view all bills.
- Go to "Billing" > "Super Bills".
- Search patient by name, chart number, etc.
- Click on "Select" to navigate super bill screen.
- Click on "Print Statement" button.
- You can print this statement by click on "Printer" icon.
- Collect copay at checkIn
- Collecting copay at check out
- Collecting past due balance
- Different claim statuses and claim work flow
- EOB check posting
- How to add payments to a patient profile
- How to find claim responses in real time
- How to flag a bill as self-pay even with insurance
- How to manually change pricing after picking CPT
- How to print receipt
- How to verify insurance within a superbill
- How to view and edit rejected claims
- How to view and edit all claims that has not been sent out
- How to adjust a bill
- How to apply payments to a single or multiple bills
- How to generate statements
- How to manually create, edit and print claims
- How to print manual superbill
- How to run various reports
- How to send claims to Primary or secondary insurances_1
- How to send claims to Primary or secondary insurances_2
- Where to find batch summaries of claims
- How to Create a Superbill
- How to view and print patient statement