Category: FAQs – Charges & Claims

1. Go to Charges from the main menu and select Edit Charges. 2. Search and select the Patient and the DOS. Click on the Patient tab and select Installment Plan. 3. Once the Installment screen opens, click on the  button to add a new installment. 4. To generate the installment letter, go to Generate Patient Statement(s) from […]

This can be done from Advanced Setup → Billing Options. From the Billing Options screen, select the checkbox Yes for Auto Post Patient Payments. If the patient has an on-account amount, the system will automatically post the payment.

To view file acceptance status, go to Charges from the main menu and select Submit Claims. Select the Claim History tab from the screen. Enter the required parameters and click on Search.

This depends on the clearing house. Relay Health takes 1-3 hrs , whereas Emdeon and Trizetto takes 24 hrs.

Go to Charges from the main menu and choose Edit Charges. Search for the patient and select the required DOS. Select the Resubmission Code as Replacement of Prior Claim and put the Claim # under Original Ref # and rebill it.

Go to Charges → Edit Charges. Search and select the patient, and then select the required DOS. Change the Date of Service Start from the Encounter tab and click on Save Enc.  

We cannot physically delete the claim; however, we can void it. But the charge will still be seen under edit charge screen in VOID status. Go to Charges from the main menu and select Edit Charges. Search and select the patient and choose the appropriate DOS from the Encounters section. Select the encounter line that should […]

Once we change the status to BILL_TO_PR underneath we have the option to check the box for printing HCFA 1500 and CMS 1500 we can choose one of them and click on save line and the form will appear on the screen.  

There should be 2 cases one for Insurance and one for Self Pay then we can go ahead and bill the lines accordingly.

We cannot default the DOS. However, we can manually change the date of service.