Billing

Generating Bills

• Generate Invoice for the Encounter
  
  1. New Invoice
  2. Edit Invoice
  3. Additional Options for Inventory-enabled Practices
• Other Options:
  
  1. Mark Billing Not Required
  2. Submit to RCM
  3. Option to 'Update Procedure/Dx details'
• Show CPT Details for all Encounters
• Option to generate 2nd Invoice for an Encounter
• Filters and Bulk Actions:
  
  1. Encounters for Billing
  2. Encounters for 2nd Invoice
  3. Encounters - No Billing Required
• Search Options
• Watch List - Unbilled Encounters
• Practices Working with CharmRCM or CharmBillerPro
  
  1. Submit to RCM
  2. Submit to RCM with Notes/Attachments
  3. Multiple Encounters - Submit to RCM
  4. RCM Not Required
  5. Share Files to RCM
  6. Additional Filters
     
     1. Encounters - Submitted to RCM
     2. Encounters - Not Submitted to RCM
     3. Encounters - RCM Not Required

Generate Invoice for the Encounter

Once Encounter is started for the Patient, it will get listed under the 'Billing > Generate Bills' section. By default, the 'Encounters for Billing' option will be selected in the 'Encounters' filter option.

New Invoice

1. The Practice members can track all the Encounters that are required for Billing by choosing the 'Encounters for Billing' drop-down menu from the 'Encounters' filter option.
   
2. Select the Date Range to view the Encounters. Use the Search Options to filter the Encounters created by a particular Provider and to search for the Encounters of a particular Patient.
3. To generate an Invoice for an Encounter, click the 'More Options' (...) against the Encounter and select the 'New Invoice' option.
   
4. Enter the Procedure Codes/Products along with their charges.
5. Click the 'Approve' button to approve the Invoice.

Edit Invoice

1. While generating an Invoice for an Encounter, the Invoice can be saved as a Draft before approving by clicking the 'Save Draft' button.
   
2. The saved Invoice can be edited later at any time. Click the 'More Options' (...) icon against the Encounter and select the 'Edit Invoice' option.
3. Make the required changes to the Invoice and click the 'Approve' button.

Additional Options for Inventory-enabled Practices

If the Practice has its own Inventory module, the following settings can be configured.

• Choose 'Yes' for the 'We use Inventory module and dispense products' option if you have your Inventory and dispense your Products.
• Whether to auto-populate the Drugs and Supplements details in the Invoice from the Encounter. You can also choose to select either the Drugs or Supplements to auto-populate.
• Whether to auto-populate the Dispense quantity of Drugs & Supplements in Invoice from the Encounter. If the option 'Yes' is selected, the dispense quantity of the Drugs & Supplements from the Encounter gets auto-populated while generating an Invoice.
• Whether to auto-populate the 'Dispense Quantity' in the Invoice only for Drugs/Supplements having 'Dosage Unit' as tablet(s), capsule(s), caplet(s), or pellet(s). If the option 'Yes' is selected, the dispense quantity only for the Drugs & Supplements with the Dosage Unit from the Encounter gets auto-populated while generating an Invoice.

Other Options:

Mark Billing Not Required

If you do not want to generate the Invoice for an Encounter, follow the steps given below.

1. Go to the 'Billing > Generate Bills' section.
   
2. Click the 'More Options' (...) against the Encounter for which the Billing is not required.
3. Select the 'Billing Not Required' option.
4. The Encounter will be moved from the 'Encounter for Billing' section to the 'Encounter- No billing required' section.
   
5. If you need to generate an Invoice for the Encounter that is moved to the 'Encounter- No billing required' section, click the 'More Options' (...) icon against the Encounter and select the 'Billing required' option. The Encounter gets reverted to the 'Encounters for Billing' section.
6. To mark the Billing as not required for the Encounters in bulk, select the Encounters and click the 'Billing Not Required' button as shown in the screenshot below.
   

Submit to RCM

The Practice should sign up for the CharmRCM Services to submit the Encounters to RCM.

If not enabled, a pop-up screen appears to sign up for the RCM services as shown in the screenshot below.

Option to 'Update Procedure/Dx details'

This option helps the Practice to update the Procedure code-related Dx, Modifiers, and PoS details from the 'Generate Bills' section. This option helps the Billers to change these details before generating an Invoice or Claim.

1. Go to the 'Billing > Generate Bills' section.
2. Click the 'More Options' (...) icon against the Encounter.
3. Select the 'Update Procedure/Dx Details' option.
   
4. A pop-up appears where you can edit the details like Modifiers, Place of Service, and Dx pointers.
   
5. Drag and drop the Dx codes to re-order based on priority. Choose the Related Diagnoses for the Procedure Codes as required.

Show CPT Details for all Encounters

The Practice can view the CPT details for all the Encounters under the 'Generate Bills' section. This helps in reviewing the CPT details of all Encounters in one go.

1. To view the CPT details, go to the 'Billing > Generate Bills' section.
2. Click the 'Show CPT Details' link available in the top-right section.
   
   

Option to generate 2nd Invoice for an Encounter

1. To generate two Invoices for an Encounter, choose 'Yes' for the 'Enable 2nd Invoice generation for encounters' option under the 'Settings > Billing > Billing Settings' section. This option is useful for providers with two taxonomy codes and with a need to submit two claims for a visit with different taxonomy codes to insurance companies.
   
2. Once two Invoices are generated for an Encounter, you can generate a Claim for each Invoice separately.
   
3. Choose the 'Encounters for 2nd Invoice' option under the 'Encounters' filter.
4. Click the 'More Options' (...) icon against the Encounter you need to create the second Invoice.
5. Select the 'Generate 2nd Invoice' option.
6. Check and approve the second Invoice.

Filters and Bulk Actions:

Encounters for Billing

All the Encounters created get listed under the 'Encounters for Billing' section. Invoices can be generated for the Encounters from this section.

Encounters for 2nd Invoice

• The Encounters for which the second invoice needs to be generated get listed under the 'Encounters for 2nd Invoice' section.
  

Encounters - No Billing Required

1. If you do not need to generate the Invoice for an Encounter, you can move the Encounter from the 'Encounter for Billing' section to the 'Encounters- No Billing Required' section.
2. You can choose the multiple Encounters and click the 'Billing Not Required' option.
3. You can revert the Encounter to the 'Encounters for Billing' section by selecting the 'Billing required' option.

Search Options

• The Encounters under the 'Generate Bills' section can be searched with the Patient's Name or ID.
  
• The other search options are as follows.
  
  1. Provider: Select the Provider option and choose a Provider from the list. The Encounters rendered by the selected Provider get listed.
  2. Co-Signer: The Encounters of the selected Co-signer get listed.
  3. Encounter Status: Choose the Status of the Encounter viz., Signed, Co-Signed, Unsigned, Filed for Review.
  4. Encounter Type: Select any one of the four types of Encounters viz., Quick, Brief, Comprehensive, and SOAP.
  5. Visit Type: Select the Visit Type of the Encounter such as a Follow-up Visit or a New Patient Visit. The Encounters get listed based on the selected Visit Type.
  6. Procedure Code: Practices can also filter out the Encounters that have a specific CPT by using the 'Procedure Code' filter option. This option shows all the Encounters that contain the CPTs searched.
     
     

Watch List - Unbilled Encounters

The Watch List option shows the important details in consolidation. The Practice can have a quick view of the Unbilled Encounters by clicking the 'Watch List' icon in the right corner of the 'Generate Bills' section.

Practices Working with CharmRCM or CharmBillerPro

CharmBillerPro streamlines the Claim generation process from an Encounter. It has all the functionality that a Biller needs to process the Claims. To set up and to know more about CharmBillerPro, check the BillerPro User Guide document. The Practice with the CharmRCM Services enabled, can do the following actions in the 'Generate Bills' section.

1. Submit to RCM
2. Submit to RCM with Notes/Attachments
3. Multiple Encounters - Submit to RCM
4. RCM Not Required
5. Additional Filters
   
   1. Encounters - Submitted to RCM
   2. Encounters - Not Submitted to RCM
   3. Encounters - RCM Not Required

Submit to RCM

The Encounters can be submitted to RCM for Claim processing from the 'Generate Bills' section. The Claim contains the following information.

• Patient Demographics (Patient Address and Contact number)
• Patient's Insurance Information (Payer details, Insurance ID)
• Treatment Information (Procedure and its related Diagnosis codes)
• Invoice Summary
• Encounter Summary

The Practice can submit the Encounters to the RCM, if enabled, by following the steps given below.

1. Go to the 'Billing > Generate Bills' section.
   
2. Click the 'More Options' (...) icon against the Encounter you need to submit to RCM.
3. Select the 'Submit to RCM' option.

Note: If there is any missing information required for Claim generation, an error appears with the details of missing items as shown in the screenshot below.

Update the Encounter and submit it to RCM. The mandatory information can be configured in your BillerPro account. Go to the 'Admin Settings > Mandatory Chart Details from Practice' section and select the mandatory information required while submitting the Chart to RCM.

4. The Encounter will be moved to the 'Encounters- Submitted to RCM' section.
5. The submitted Encounters get labeled with the 'RCM' tag.

Submit to RCM with Notes/Attachments

1. To submit the Encounter with notes/ attachments, select the 'Submit to RCM with Notes/Attachments' option under the 'More Options' (...) icon against the Encounter.
   
2. Enter the additional information for Claim processing and attach the files related to the Encounter.
3. Click the 'Submit to RCM' button.

Multiple Encounters - Submit to RCM

If you need to submit more than one Encounters to RCM, select the Encounters and click the 'Submit to RCM' button above. On submitting to the RCM, an invoice will be created for an Encounter with the Invoice amount as Procedure total.

RCM Not Required

• When the Claim is not required for an Encounter, it can be marked as 'RCM not required'.
  
• The Encounter will be moved to the 'Encounters- RCM Not Required' section.
• To revert the Encounter to the 'Encounters- RCM Required' section, select the 'RCM Required' option.
  

Share Files to RCM

The Practice can share the EOBs or other documents with RCM by following the steps given below.

1. Go to the 'Billing > Generate Bills' section.
   
2. Select the 'Share Files to RCM' option in the top-left corner.
3. Click the 'Share Files' button.
   
4. Choose the File Type, attach the file(s), and enter the notes to RCM.
5. Click the 'Share' button.

Additional Filters

Encounters - Submitted to RCM

The Encounters that are submitted to RCM get listed in this section. On submitting to RCM, an Invoice for an Encounter gets generated.

Encounters - Not Submitted to RCM

The Encounters that are not submitted to RCM get listed in this section. You can submit the Encounters to RCM by clicking the 'Submit to RCM' button.

Encounters - RCM Not Required

This section lists the Encounters that are marked as 'RCM Not Required'. If you need to submit the Encounter to RCM, select the 'RCM required' option under the 'More Options' (...) icon.