Batch Insurance Parameters

 

This process allows you to create insurance claims for all new charges that have been entered since the last time you created insurance.

 

You should follow this sequence

 

  • Enter parameters, ie  Date Range
  • Create a Pre-Edit report to look for missing information like Diagnoses, Birthdates, etc.
  • Print/Review errors.  Correct the missing information
  • Create the insurance claims.
  • Print List of Patients
  • Print Insurance Forms

 

 

Parameters for Batch Insurance Billing

 

Start Date:  This date should be 1st of the month, 3 months back.  This will allow you to catch charges from previous months that were entered late.

Cutoff Date:   This date should cover the most recently entered charges

 

Insurance Billed Note SVC :  Select a Note to be inserted into patient account to indicate insurance was billed.

 

Date on Claim:  Enter the date claims will be printed and mailed.  Usually today.

 

Sort Claims by:  Sort claims either by Insurance or Patient Name.

 

 

Advanced Options

 

Additional options are available if you are Rebilling old charges, or wish to create claims for certain insurances instead of ALL insurances.

 

New    Select this to get New charges only.

 

Rebill

Days.  If you want to bill charges that were last billed 30 days ago, enter 30. 

Status  If you want to rebill charges that you have not received any denials or payments,  select 2-Open.   Otherwise you can select other status, such as 3-Denied, etc. 

 

Choose Codes:   You may select codes by either Insurance, Bill Codes, or Form Type

Select or  Exclude    Examples

If you wish to bill all insurances except #4-Medicare,  then choose

       All Codes Except  -  Insurance  -   4

If you wish to bill only insurance #22 – Healthnet , then choose

       Specific Codes  -  Insurance    -   22

If you wish to bill only Work Comp insurances ( multiple Insurance companies )

        Specific Codes -  Bill Code   -  6

 

Doctor , Place,  SVC

If you want to bill only for certain doctors or places, enter those codes here.

Otherwise enter ALL

 

 

EDI Hard Copy

This option creates a report of claims being sent in electronic format.  Select the formtype and specific file to print.

 

Archived Patient List

Use this option to see the patients processed on previous days.  Enter a date range.