Presenter(s): Topic. Level. Kim Winters - Mgr. of Product Dev. Oscar King Spvr. of Customer Support. QSIDental Software Updates for IPS and Open Item
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1
2 Presenter(s): Kim Winters - Mgr. of Product Dev. Oscar King Spvr. of Customer Support Topic QSIDental Software Updates for IPS and Open Item Level Monday, November 12 10:30AM to 11:45AM
3 Neither QSIDental nor any presenter at the Users Group Meeting is engaged in rendering legal or other professional advice and this presentation is not a substitute for the advice of your attorney, accountant and/or other professional advisor.
4 Session Guidelines Turn off all cell phones & pagers Questions will be addressed at the end of the presentation Refrain from personal discussion
5 We will cover Select features available in Version 9.5 & 9.6 Patient Communication Insurance Processing Ease of Use Maintenance & Control Features coming in Version 9.7
6 Patient Communication
7 Patient Communication D.001 patient phone# (options available as to what you see Recall, Cell Phone, )
8 Patient Communication OI: in,1 9.5
9 Insurance Processing
10 Insurance Processing NEA AutoPlus 9.5
11 QSIfa FastAttach Auto QSI figures out whether FastAttach can be utilized for the charges/carrier/claim. If so, QSI builds the work list item in FastAttach. The user opens FastAttach, scans the image(s) and submits to FastAttach. QSI receives back the NEA number and includes it on the claim. Auto Plus QSI figures out whether FastAttach can be utilized for the charges/carrier/claim. If so, QSI builds the work list item in FastAttach and puts the attachments on it. The user opens FastAttach and submits to FastAttach. QSI receives back the NEA number and includes it on the claim.
12 QSIfa - Auto Access NEA FastAttach A listing of items needing attachments will display.
13 QUIC Claim Notes
14 QUIC Claim Notes
15 QUIC Claim Status Request QUIC Claim Status Request 9.5/9.6
16 QUIC Claim Status Request QUIC Claim Status Request 9.5/9.6
17 Insurance Payment Posting D.029, Insurance Payment Entry - new screen easier adjustment entry (no need to use D.004) 9.6 o allow enter credit card payments 9.6 o New Insurance Check file o Use bank#? o Post payments by doctor? o Use varying write-off codes? o Use varying overpayment charge/debit codes?
18 Insurance Payment Posting
19 Insurance Payment Posting
20 Insurance Payment Posting Some of the Benefits Automated and more accurate posting of payments and insurance check information Include electronic view of the EOB in your Claim Notes For more information QUIC ERA (requires 9.6) Tuesday, November 13 11:00AM to 12:15PM Effective Use of ERA for QSI Dental
21 Insurance Checks New Ins check file and reporting 9.6 This column contains the check / EFT numbers entered either manually or from an automatic process (ERA)
22 Insurance Checks New Ins check file and reporting 9.6 This detail also can be shown in summary format continued:
23 Ease of Use
24 Ease of Use Plan lookup by group#; default Group#s (new to OI); 9.6 o Side note plan #s expanded to in 9.5 Mini-reg 9.5 Web-Reg requires 9.5 New schedule print format 9.5
25 Ease of Use Plan lookup by group#; default Group#s (new to OI); 9.6 o Side note plan #s expanded to in 9.5
26 Ease of Use Mini-reg 9.5
27 Ease of Use New schedule print format 9.5
28 Maintenance & Control
29 Q.SIGN Control D.447 give access for resubmit only 9.6
30 Maintenance Retain historical copies (9.6) Patient forms Insurance Plan
31 Historical Copies Patient Forms
32 Historical Copies Insurance Plans
33 Coming Version 9.7
34 Version 9.7 Patient Long Name/Address Referring Doctor Information Ortho Contract Enhancements
35 Patient Long Name/Address Patient name and address in Program 1, Update Patient Full name expanded to 60 characters Address expanded to 40 characters per line Applies to both Dental and Open Item
36 Patient Long Name/Address
37 Patient Long Name/Address Patient name and address in Program 1, Update Patient Full name expanded to 60 characters Address expanded to 40 characters per line Applies to both Dental and Open Item Patient s full name and address are available where needed such as insurance claim and statements. Throughout the system they are shortened Rules are used to remove least important parts of the name rather than a simple truncate.
38 Patient Long Name/Address
39 Version 9.7 Patient Long Name/Address Referring Doctor Information
40 Referring Doctor Information Allow electronic claims for services referred to your practice Maintain data for the referring providers Include referring provider on insurance form
41 Referring Doctor Information
42 Referring Doctor Information
43 Referring Doctor Information
44 Referring Doctor Information
45 Referring Doctor Information Include referring provider on the patient form for Additional Insurance Billing Information
46 Referring Doctor Information
47 Referring Doctor Information
48 Referring Doctor Information
49 Referring Doctor Information Have more we want to do with this, but this is a start
50 Version 9.7 Patient Long Name/Address Referring Doctor Information Ortho Contract Enhancements
51 Ortho Contract Enhancements
52 Eligibility Requests EDI/QUIC department: Currently working on real time eligibility request via the QUIC portal. Product Development: Working on design to integrate directly into the QSI system.
53 Additional Items
54 Additional Items Q.REM2 Transmit QUIC files 9.6 D.001 field widths 9.6 See UCF & Patient portion on appointments & schedule summary 9.6 Appointment reschedule is a modify 9.6 D.411 no auto promote 9.6 QX.COB fee calculation utility been around for a while
55 Any Questions?
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