Billing for Patients
From claims processing to eligibility checks, the app's billing feature is designed to simplify and expedite billing procedures. Here's a detailed look at accessing and using the billing options available in a patient's file, including a new feature for sending batch claims.
Accessing Billing Options
To access billing functionalities:
- Open a Patient's File: Begin by navigating to the patient whose billing you wish to manage in the Patients app.
- Locate the Billing Button: In the patient's file menu, find and click on the "Billing" button. This action will reveal three main billing options to choose from.
1) Claims
The claims option is pivotal for managing individual patient claims efficiently.
- Sending a Single Claim: This feature allows you to send a claim directly from the patient's file. The patient's information, such as name, date of birth, and insurance details, will auto-fill in the claim form, reducing manual entry and the potential for errors.
- Batch Claims via Multi-Select Menu: If managing multiple patients or claims, use the Multi-Select button above the patients list. When more than two claims are selected, a "Send Claims" button appears, allowing you to send claims in batches for improved efficiency.
- Track Previous Claims: At the bottom of the patient's file, there's an area dedicated to tracking previously sent claims. This historical record helps in managing follow-ups and reviewing the status of each claim.
2) Eligibility Search
Understanding a patient's eligibility is crucial for billing and claims processing.
- Multi-Payer Search: This tool enables a search of the patient's eligibility with multiple payers. By selecting several payers, the system checks each one in sequence for the patient's eligibility, stopping the search once eligibility is confirmed with a payer.
- Comprehensive Eligibility Tracking: Similar to claims, previous eligibility searches and their outcomes can be tracked from within the patient's file, providing a clear view of the patient's insurance status over time.
3) Instant Eligibility
For quick and efficient eligibility verification:
- Payer on File: The instant eligibility feature conducts a search using the payer information already on file for the patient. This is a fast way to confirm a patient's current eligibility status without needing to manually input or select multiple payers.
- Immediate Results: This option is designed for on-the-spot eligibility verification, crucial for appointments, treatments, and procedures that require immediate confirmation of insurance coverage.