Resource Center

FAQ

Medical Billing & Claims

 

How do I print claim data on CMS 1500 form?
Navigate to 'Billing > Claims' section. Here, click action icon (3 dots icon) associated with the required claim and choose either 'CMS1500 Form With Claim Data' or 'Print Claim Data On CMS1500 Form'

How do I delete a credit note?
A Credit Note can be deleted only if it is 'Not Applied' to any Invoice. If applied, follow the steps given below to 'Delete' the Credit Note

  1. Navigate to Billing > Invoices section
  2. Locate the credit note and choose 'Apply Credit Note' option
  3. Clear all 'Payment Applied' fields of the invoice and 'Update' the invoice
  4. Once these steps are performed, use 'Delete' option available under 'More Options' (...) icon against the credit note

How to associate Dx codes automatically with procedure while invoicing?
Maximum of four Dx can be auto associated with the procedure codes. This configuration is available under 'Settings > Billing > Billing Settings > Invoice Settings' section. Here, choose 'First Four Dx' option from the drop down available for 'Auto-select Dx pointers for all Procedure codes'.

How to enable SMS notifications for invoices?
We have an option provided to send SMS Notification to patients when Invoice is sent to their Email ID or PHR Account. This option can be enabled in the following scenarios

  • Invoice sent to Patient's PHR Accounts
  • Invoice sent to Patient's Email ID
  • Invoice mailed to Patient (Mark As Mailed)
  • Patient Balance Due Statement sent to Patient's PHR Account
  • Patient Balance Due Statement sent to Patient's Email ID

To configure this option,

  1. Go to 'Settings > Patients > Text/Voice Notifications'
  2. To enable SMS Notification, select option 'Required' for needed scenarios and click 'Save' button
    SMS Notification
  3. Notification message can be configured by the practice using 'Edit Text Content' button
    SMS Edit Content

Is it possible to generate two claims for the same encounter?

To enable this option

  1. Go to 'Settings > Billing > Billing Settings'
  2. Under General Settings, click ‘Yes’ for the option ‘Enable 2nd invoice generation for encounters’ and Save.
    General Settings

You can use this option if you are practicing two different specialties with separate license number for each. This option enables you to send two claims for the same visit with individual specialties/license number in each claim.

This option will also be useful for practices in Washington for vaccine billing, where the practice need to send an additional claim for 'Washington Vaccine Association'