Workflow Based FAQ
How to collect the upfront charges while booking an Appointment through Web-embed?
To collect any upfront charges to secure the appointment slot, cover the cancelation fees, or as deposit charges for the service, follow the steps given below.
- Configure the Visit Type charges under the 'Settings > Calendar > Visit Types' section.
- Navigate to 'Settings > Calendar > Online Appointments' and enable the 'Online Appointments' option.
- Enable the 'Card Processing' option. Choose the 'Beneficiary' and 'Processing Type'.
- Select the Charge Type' as 'Fixed', enter the fixed amount you need to charge the Patients while booking an appointment in the 'Amount' field, and save the changes.
- On successful completion of the Encounter, this fixed amount gets applied to the Invoice, and the balance amount of the Visit Type charge gets calculated.
- You can also add Procedure Codes and their charges while configuring Visit Types. Choose to apply the Procedure Code Charges or Visit Type charges to the Invoice.
How to collect Copay charges for an Online Appointment?
The Copay charges can be collected from the Patients while booking an Appointment from the 'Calendar' section in the following ways.
- Bulk Charge Card on File
- Go to 'Calendar > List View'.
- Filter the Patients with a Card on File using the 'Filter By' option and click the 'More Options (...)' icon.
- Select the 'Charge Card on File' option.
- Enter the 'Payment Amount', choose the 'Beneficiary', and select the 'Card to be Charged'. Finally, click the 'Charge Card on File' button.
- Bulk Send Payment Link
- Go to 'Calendar > List View'.
- Filter the Patients using the 'Filter By' option and click the 'More Options (...)' icon.
- Select the 'Send Payment Link' option.
- Enter the 'Payment Amount', choose the 'Beneficiary', and click the 'Send Payment Link' button.
- Auto-charge Card on File
- Enable the 'Auto-Charge Card on File for Patient Appointments' option under the 'Settings > Billing > Calendar-Payment Collection' section.
- You can also choose to auto-charge the Card on File for specific Visit Types and when to charge the Card on File.
- Auto-send Payment Link
- To send Payment Links automatically to Patients with scheduled Appointments, choose 'Yes' for 'Auto-send Payment Link for Patient Appointments' under the 'Settings > Billing > Calendar-Payment Collection' section.
- You can also configure when to send the Payment Link, Payment Request Amount, Default Beneficiary, Email Content of the Payment Link, and Send Payment Link to Email/Cell Number or both.
To know more about the default settings to configure while collecting payments from the Calendar section, Click here.
I have a Physician Assistant/Nurse Practitioner who performs the services. I need to submit Claims with the Supervising Provider's information. Can I do this in Charm?
Is it possible to submit Claims with the Supervising Provider's information in Charm?
Yes. You can submit Claims with the Supervising Provider's information by configuring the necessary settings in Charm.
You can assign the Supervising Provider as a Co-signer for the Physician Assistant. On assigning, the Chart Note will be sent to the Supervising Provider for co-signing when the Physician Assistant signs it. The Claims will be submitted with the Supervising Provider's information once the Supervising Provider co-signs the Chart Note.
To automate this process, configure the below settings.
- Auto-assign Cosigner for Physician Assistant: Navigate to the 'Settings > Encounter > Preferences > Auto-assign Co-signer > + Co-signer' section and assign the Supervising Provider as the Co-signer for Physician Assistant.
- Choose Co-signed Physician in the Rendering Provider selection to populate in Claims: Navigate to 'Settings > Billing-Claims > Claim Generation Settings > Rendering Provider' and move the 'Co-signed Physician' to the top.
When the Supervising Provider Co-signs the Chart Note, the Claims will be generated with the Supervising Provider's information in Box#24J and #31.
If Automatic Claim Generation Settings are enabled, the Claims will be automatically generated with the Supervising Provider's information.
A few Payers like Ambetter are requesting to submit the Claims with the Provider Taxonomy Code. Is it possible to do this Charm?
Yes, it is possible to submit Claims with the Provider Taxonomy Code in Charm. You can create a Payer-specific rule for Ambetter Payer and configure the required options to include the Provider Taxonomy code in Claims and submit them electronically.
Follow the steps below to complete this process.
- Add or Update the Taxonomy Code for Billing Provider: Navigate to 'Settings > Billing-Claims > Billing Providers', add or edit the Billing Provider, and enter the Taxonomy Code under the 'ID Qualifier' section.
- Add or Update the Taxonomy Code for Rendering Provider: Update the Taxonomy Code for the Rendering Provider under 'Settings > Facility > Facility Members' by adding or editing the member and entering the Taxonomy code under 'ID Qualifier'.
- Create a Payer-specific Rule for Ambetter Payer
- Navigate to 'Payer-specific Claim Settings' and click the '+ Add Payer Rule' option.
- Select Ambetter from the list of Payers.
- Select the Default Other Identifier for Billing Provider and Rendering Provider as 'Provider Taxonomy'.
- To submit Claims with Provider Taxonomy Code electronically, choose 'Yes' for the 'Send Other Identifier (ex: Taxonomy Code, State License Number) even if the Facility/Provider has NPI' option. On enabling, the third option in the 'e-claim Submission Settings' section of the Claim form will be automatically selected.
On saving the above settings, when an Ambetter Claim is generated, the Taxonomy Code of the Billing Provider and Rendering Provider will be selected in Box#33 and #31 of the Claim form.
