claim batching confirmation on invoice

[seattleod]

Can the Notes box (upper right corner) of each invoice specify if/when the claim was filed?  For example, "claim batched 3/14/14".

[gracecrystalpm]

Right now, there are several ways to see if the claim has been batched -

1. under each CMS form (Billing - Invoice - CMS form) - you will see on the bottom right corner "Printing Report" - click on that and you will see the history on this claim (Printed claim, added to batch, wrote to batch.. etc)

2. Reports - Claims Report - you have the option of CMS 1500 or invoice status - I like the invoice status - I'd pull that at the end of each day to make sure all invoices have been batched. For the vision claims that you have to manually file online, I put auth # and status on filing - filed 3/20/14 under notes so when I pull the invoice status report, it displays that my vision claims were also filed.

Hope that helps.

Thank you,
Grace with Crystal PM

[seattleod]

Thanks although it sure would be convenient to see this info from the invoice screen and not have to click into other windows. A line item in invoice or something. Thanks for considering!

[KizerOpt]

Mar 20, 2014 6:39:09 GMT -6 gracecrystalpm said:

Right now, there are several ways to see if the claim has been batched -

1. under each CMS form (Billing - Invoice - CMS form) - you will see on the bottom right corner "Printing Report" - click on that and you will see the history on this claim (Printed claim, added to batch, wrote to batch.. etc)

2. Reports - Claims Report - you have the option of CMS 1500 or invoice status - I like the invoice status - I'd pull that at the end of each day to make sure all invoices have been batched. For the vision claims that you have to manually file online, I put auth # and status on filing - filed 3/20/14 under notes so when I pull the invoice status report, it displays that my vision claims were also filed.

Hope that helps.

Thank you,
Grace with Crystal PM

Thanks, Grace, good info. I will certainly be trying these new tips. I do use the Claims Report - CMS 1500 status, have not utilized the Invoice status or Printing Report. I will now tho!

Karen

[Elliott H]

Wow- reading this thread just gave me a great tip. This is the first time I have spend the time w. the forum. I'll need to spend more time here. - Elliott

[tag701]

Mar 20, 2014 6:39:09 GMT -6 gracecrystalpm said:

Right now, there are several ways to see if the claim has been batched -

1. under each CMS form (Billing - Invoice - CMS form) - you will see on the bottom right corner "Printing Report" - click on that and you will see the history on this claim (Printed claim, added to batch, wrote to batch.. etc)

2. Reports - Claims Report - you have the option of CMS 1500 or invoice status - I like the invoice status - I'd pull that at the end of each day to make sure all invoices have been batched. For the vision claims that you have to manually file online, I put auth # and status on filing - filed 3/20/14 under notes so when I pull the invoice status report, it displays that my vision claims were also filed.

Hope that helps.

Thank you,
Grace with Crystal PM

This was great info! My only question is that when I use the Claims Report w/invoice status.  It lets me "narrow" down the insurance but not the doctor.  Am I doing something wrong?

[gracecrystalpm]

Hi Tag701,

It should break it down by doctor as well. Make sure all your invoices have a provider selected (top left corner). I can always log in and take a look as well if you need me to.

Thanks,
Grace with Crystal PM

[hec]

Hi grace,
when you suggested pulling the claims report and choose "invoice status" you wrote for vision claims that we have to file manually you wrote that in the "notes" you write "filed 03/08/14" where is this "notes" section you are referring to that we can document that?

[gracecrystalpm]

Hi hec,

It's on the actual place you create an invoice. The top right hand corner is the invoice notes (does not print on invoice).

Thanks,
Grace

[tag701]

gracecrystalpm,

I always have a provider selected at the top of my invoices. I'm sure I'm just missing something - if we could get you to log in that would be great. How do we go about doing that?

Thanks.

[gracecrystalpm]

tag701, what date and time will work best for you? I can give you a call at that time.

Thanks,
Grace with Crystal PM

[tag701]

I'm here now for about another hour and then I'll be back on Thursday 8:45 am - 2:45 pm (EST). Thanks.