Post by Kristen on Jan 25, 2016 15:08:38 GMT -6
Are you 100% sure at the end of each day that you've invoiced every patient and all claims were filed?
If there is any doubt, read below to see the recommended end-of-day reports to be 100% you are not missing anything and are not losing revenue due to billing mistakes.
1. Daily Report – At the very bottom of the daily report, check the “Open R Slips”. If there is anything other than a zero, click the number to see what routing slips are still open.
From the list, you will need to determine if you need to create an invoice (that was missed), edit an existing invoice (maybe the doctor edited the codes in the record after the invoice was created), or delete the routing slip (perhaps the invoice was created manually).
Once all necessary changes have been made, click the “Close All RSlips” button to wipe out everything else and set it back to zero to start the next day.
2. Schedule – Go to your schedule (daily view) at the end of the day and click the Display Invoices box. This will show you the invoice number(s) you created for each patient and makes an easy visual to see if everyone on your schedule was invoiced.
(For this to be useful, you’ll need to make sure that everyone is added to your schedule, even if they’re a walk-in.)
3. Claims Report – Click the “Invoice Status” type and select “today” from the quick option dropdown, then generate your report.
This will show you every invoice you created that day that is linked to an insurance, and the status of that claim.
First, sort by insurance by clicking the insurance header, then sort by status.
If you file your claims through a clearinghouse, the status should say “added to batch” meaning is in your Admin>E Claim waiting to be filed or “wrote to batch” meaning it’s been filed. Your big red flags are “No Form” which means the claim was never created and “Created (Ready)” or “Created (Not Ready)” which mean the claim was created but never added to the batch.
For insurances you do NOT file through a clearinghouse, the status will say “No Form” so you will ignore the status column and instead use the Notes column. When you file a claim on the Eyefinity website, for example, put a “Filed VSP” note in the Invoice Notes section of that invoice and your note will show in this claims report, making it easy to see which claims have been filed online and which ones haven’t.
If you follow these three steps each day, you will guarantee that no invoice or claim is missed.
If you want to check a greater date span, use the Multi Day Report for step 1, enter your date span for step 3, and step 2 can only be checked one day at a time.
If there is any doubt, read below to see the recommended end-of-day reports to be 100% you are not missing anything and are not losing revenue due to billing mistakes.
1. Daily Report – At the very bottom of the daily report, check the “Open R Slips”. If there is anything other than a zero, click the number to see what routing slips are still open.
From the list, you will need to determine if you need to create an invoice (that was missed), edit an existing invoice (maybe the doctor edited the codes in the record after the invoice was created), or delete the routing slip (perhaps the invoice was created manually).
Once all necessary changes have been made, click the “Close All RSlips” button to wipe out everything else and set it back to zero to start the next day.
2. Schedule – Go to your schedule (daily view) at the end of the day and click the Display Invoices box. This will show you the invoice number(s) you created for each patient and makes an easy visual to see if everyone on your schedule was invoiced.
(For this to be useful, you’ll need to make sure that everyone is added to your schedule, even if they’re a walk-in.)
3. Claims Report – Click the “Invoice Status” type and select “today” from the quick option dropdown, then generate your report.
This will show you every invoice you created that day that is linked to an insurance, and the status of that claim.
First, sort by insurance by clicking the insurance header, then sort by status.
If you file your claims through a clearinghouse, the status should say “added to batch” meaning is in your Admin>E Claim waiting to be filed or “wrote to batch” meaning it’s been filed. Your big red flags are “No Form” which means the claim was never created and “Created (Ready)” or “Created (Not Ready)” which mean the claim was created but never added to the batch.
For insurances you do NOT file through a clearinghouse, the status will say “No Form” so you will ignore the status column and instead use the Notes column. When you file a claim on the Eyefinity website, for example, put a “Filed VSP” note in the Invoice Notes section of that invoice and your note will show in this claims report, making it easy to see which claims have been filed online and which ones haven’t.
If you follow these three steps each day, you will guarantee that no invoice or claim is missed.
If you want to check a greater date span, use the Multi Day Report for step 1, enter your date span for step 3, and step 2 can only be checked one day at a time.