Amazing Charts PM Billing & Clearinghouse Portal
|
|
- Holly Walsh
- 6 years ago
- Views:
Transcription
1 Amazing Charts PM Billing & Clearinghouse Portal
2 Agenda Charge Review Charge Entry Applying Patient Payments Claims Management Claim Batches Claim Reports Resubmitting Claims Reviewing claim batches in clearinghouse portal Payer Response Reports Patient Statements
3 Charges are generated two ways: Charge Entry Overview Electronic: After the provider selects the CPT code for a visit and signs-off on patient encounter in Amazing Charts, those charge codes are transmitted over to ACPM for the biller to review prior to batching the claims. Manual: In addition to the charges that transmit over from AC, you can also manually enter CPT/ICD codes in ACPM.
4 Electronic Charges When an encounter is signed off in AC EHR, the charges will transmit over to ACPM for claims processing. Prior to reviewing the charges in ACPM run the Billing Reconciliation report in AC EHR under the Billing tab. This report includes all charges that were successfully transmitted to AC PM from Amazing Charts or did not due to errors by date range. Lists patient name, date encounter was sign off in AC, DOS, CPT codes, units and date received by PM. Option to print or export report out of AC.
5 Common Reconciliation Errors Error message No Account Cpts are not attached! Cpts do not have ICDs attached! Bill is already in ACPM and cannot be updated! No effective usual charge found for Procedure: Provider Id is not mapped! There are more than 8 ICD codes on this Superbill! ACPM is unreachable! We don't have access to our own authorizationcertificate Date of Service occurred prior to ACPM activation! Primary Diagnosis is not included in the diagnosis pointer Details Do not have an account set up for the patient in ACPM. Need to enter an Account under patient chart. No CPT was selected for the patient in AC so there is nothing to transfer over to ACPM. Need to select CPT s under account information screen in AC. Charges do not have ICD attached in AC. Need to attached ICD codes to all procedures under account information tab in AC. There is already a visit with the DOS in ACPM. Can not resend a charge once it has successfully transmitted over to ACPM. Error is information only. Missing fee for procedure in ACPM. Add fee under ACPM Admin>usual charge schedule Provider needs to be mapped in AC Admin settings Must correct the number of associated ICD 9 codes. You cant have more than 8 codes per visit. internet connectivity internet connectivity Can not transfer visits from AC to ACPM prior to go live date. Visit needs to be manually entered in ACPM. Primary diagnosis is duplicated. Go into the account information screen in AC and remove the extra diagnosis.
6 Reviewing Charges Once the errors are corrected there are two ways to retry transmitting the charges over to ACPM 1. Run the PM Transactions report in AC under Billing. This report includes all inbound and outbound transactions, status of the transactions by date range. Change Type to Outbound and Status Failed. Report includes date and time of transaction, type, event type, status, patient and message. Click the check box next to the errors and then click Retry Selected.
7 Reviewing Charges 2. In the patients Account Info Tab in AC Click in the units field, backspace over the number of units, type the unit amount back in and hit save on the bottom right. This will trigger AC to resend the charge to ACPM.
8 Reviewing Charges Reviewing the patient charges in ACPM 1. Pull up the patients chart 2. Under the Visit History click on View/Change to review charge details
9 Reviewing Charges The Charge Processing screen will display all the information that pulled over from AC. Charge Processing Screen has 3 sections: Case Summary, Visit and Charge Summary Cases are used to group related charges and also for instances when additional claim information is required i.e. Workers Compensation. All charges from AC will attached to the default case (Internal Medicine). Users can selected an alternative case type form the dropdown during charge review. Visit section stores the diagnosis for the charge and other fields that may or may not be required, i.e. Referral, Referring Provider.
10 Reviewing Charges The Charge Summary screen displays the procedure code(s) attached to the visit. Click on the code to view line item detail information. Make changes when necessary. Note: Only 4 Diagnosis Codes can be link to a procedure. If more than 4 are attached click on diagnosis field and uncheck additional codes. To add an additional procedure click Add. To remove a procedure select the procedure code and click Delete.
11 Reviewing Charges To indicate there is a copay/coinsurance responsibility for a procedure click on Copay The patient copay, deductible and coinsurance fields will display. This information pulls from the patients insurance set up. Click Save
12 Reviewing Charges If the patient has an unapplied balance, a Payment Application window will display showing the payment details: date, type, amount and unapplied amount. It is not best practice to apply the copay prior to posting the insurance payment. Applying copays is covered in Session 4. Click cancel to leave money in unapplied.
13 Reviewing Charges If there is no unapplied money in the patients account, a Payment Entry window will display. If a payment needs to be entered: Enter payment type, amount, transactions date, note (if applicable) Save. The Payment Application window will display and the payment can be applied at that time. If there is no payment to enter, click Cancel.
14 Manual Charge Entry Manual Charges can be entered from the following places Patient Chart>Account Pane (Recommended) Front Desk> Front Desk Activities Pane Bookkeeping> Bookkeeping Activities Pane
15 Manual Charge Entry From any of the 3 locations, click on the Charge Entry link. In the Charge Entry pane, search for patient, select account for the charge. (these fields will auto populate if charge is entered from chart) Select Case for the charge i.e. Workers Comp, Accident, etc. The selected case will determine what data will be required during the charge entry process. If the charge should be tied to a previous case number select the case number from the drop down. This will allow the practice to run a personal Injury report for the case number. The visit field will default to New Visit. Click Save to go to the Charge Processing screen
16 Manual Charge Entry Once the information in the Charge Entry pane has been saved, the Charge Processing screen opens with three additional panes: Case Summary Visit Charge Summary
17 Manual Charge Entry Case Summary Pane: The fields appearing in the Case Summary pane will vary depending on the case type selected in the charge entry pane. The information entered in the Case Summary section will be stored and a case number will be assigned. The next time a charge is entered for the same case, this information will automatically populate.
18 Manual Charge Entry Visit Pane: Mandatory Fields- Service location, Billing Provider, Diagnosis and Accepts Assignment. Please Note: additional fields may be required for the specific charge. Once the necessary fields are completed, click the Save button to access the Charge Summary pane.
19 Charge Summary Pane: Manual Charge Entry Several fields in this pane will populate based on selections made in previous sections, as well as the Bookkeeping default values. Note: Any defaults may be changed if needed. Enter the procedure(s) that took place for the visit. Select any modifiers, and select the correct diagnosis for the procedure(s). The units will default to 1; the amount defaults from the Usual Charge table; and the payer defaults from the account information for the patient. Click the Save button after each charge has been added. Click the Save button once all applicable charges have been entered.
20 To create a claim batch Open the Billing Screen Batching Claims Click Select claims under Billing Activities Claim can be batched by one or more criteria Claim date is the only required field. Leaving all the other fields blank assumes all claims for all criteria. This will include new charges and any resubmitted claims. Once the criteria has been selected, click Save.
21 Refine Claim Selection Once the claim selection has been saved, the Refine Claim Selection pane will open and display all visits to be batched. If any need to be removed click to highlight the visit (to select more than one hold Ctrl and select additional visits.) Once all visits are highlighted click Toggle Selection Removed visits will show No under the selected column and will not be batched. Click Save again.
22 Claim Rendering ACPM will then begin the batch process. Once complete the number of visits in the batch will display along with the message they were successfully auto-rendered (batched). Close out the screen and return back to the billing screen
23 Manage Claim Batches Go to the Manage Claims Batches pane on the billing screen. By default this pane is set to filter by electronic not transmitted. Use the drop down to view other statuses if needed. Click Search to view the claim batches created. The search results will display all electronic batches and the following information for each batch: Claim batch ID Number of claims in batch Conduit-whether it is a paper claim batch or electronic claim batch. Claim date Provider-batches are broken out by provider. Action- Actions will differ by batch status.
24 Manage Claim Batches In the Action column click Validate to open the validation report. This reports displays all the patients and visits in the batch. Claim errors will be bold and italicized.
25 Common Validation Errors Missing plan street address, city name, state code, postal code. The primary insurance plan address is missing from plan table. Go into Admin>plan table and add insurance address for plan. Must include 4 digit zip code extender Missing other plan street address, city name, state code, postal code. The secondary insurance plan address is missing from plan table. Go into Admin>plan table and add insurance address for plan. Must include 4 digit zip code extender Missing subscriber street address, city name, state code, postal code The subscriber address for the insurance is missing or incomplete. Go into patients chart>insurance set up and add address. Missing patient street address, city name, state name, postal code. The patients address is missing or incomplete. Go into patients chart>demographics and add address. Missing MSP insurance type. The patient has Medicare as a secondary and the policy type field under the insurance set up is set at Medicare Part B. Go into patients chart>insurance set up and change the policy type for Medicare to Medicare secondary working aged beneficiary or spouse with employer group plan. Missing release of authorization code. One if not all three authorization fields on the patient insurance set up is missing. Release Info Authorization must be set to Y Assignment Authorization must be set to Y Patient Sig Source must be set to B
26 Manage Claim Batches If there are claims with errors, click Delete under action to remove the batch. This action does not delete the charges only the batch. Fix the errors as needed and then repeat the batch process again. If there are no claim errors, a Transmit link will appear under the Action column after validation. Click Transmit to submit the batch to the clearinghouse for further processing. After the batch has been transmitted, the batch will move into the status of Electronic-Transmitted. The Summarize link is a copy of the validation report.
27 Manage Claim Batches To print paper claim batches click into the By field and select Paper-Unprinted from the drop-down list, then click the Search button. T he same information will be displayed, and the batch process is completed the same way as electronic batches. Once the paper batch has been successfully Validated, the actions will change to Print, Print w/form, Complete, Delete, Align, and Summarize. To print the batch on pre-printed claim forms, select the Print action. Use the Align action link if the printed forms do not line up correctly in the boxes. Use the Complete action link to mark the batch as printed. Note: All previous batches, in either paper or electronic format, may be viewed by using the drop-down in the By field and selecting a search option.
28 Claim Remedi Portal After transmitting your claims you will then log into the clearinghouse portal to view the status of the claim batches transmitted and check for errors.
29 Claim Remedi Portal To check the status of the batch go to Search>Claim File. Claim File contains the files or batches that were submitted through ClaimRemedi and is a general summary of the files and the user who uploaded them. From the Claim File screen you can view the file Type, File Name, Upload date/time, Error Amount, Status, Total number of claims in batch, how many were forwarded to the payer and how many had errors. Removed and Fixed are manual statuses.
30 Claim Remedi Portal Click on the number under the status column to view claims in the corresponding status. Reports can be saved, printed and/or exported. Claims in the error column need to be corrected.
31 Common Error Messages This Billing Provider ID (xxxx) is not enrolled with payer xxxx for Professional claims OR Payer with ID xxxx not yet supported Payer is not set up for electronic claim submission. Contact your Claim Remedi representative Value for Other Payer Billing Sequence (other insurance) = P must be not equal to that of Subscriber Payer Billing Sequence (insurance being billed) = P. P=primary, S=secondary. Insurance sequence is incorrect. Check the primary and secondary set up in the patients chart in ACPM and make sure the correct insurance is linked to charge. This can also occur when sending secondary claims. This can also occur when sending secondary claims if the primary insurance claim was voided by mistake. NDC code must be 11 numeric. Invalid field value. NDC code is missing digits. Correct NDC code for procedure under Administration>procedure table or on the charge. Drug NDC Code missing NDC is missing from claim. Add NDC code for procedure under Administration>Procedure Table or on the charge. Only four diagnosis pointers allowed per service line. Too many diagnosis attached to procedure. Can only have 4. Go into visit in ACPM uncheck extra diagnosis.
32 Claim Remedi Portal If desired certain errors can be corrected in the portal while others will need to be corrected in ACPM. To view the claim errors click on the claim batch link The Claim File Editor screen displays the list of claim errors. Any errors with the Note: Error Cannot Be Corrected At This Time will need to be removed and corrected in ACPM. Click on the wand icon on the top right to remove non fixables.
33 Claim Remedi Portal 1. Users can view claim errors by error message or individual claim 2. Click on the arrow to view the claim line details by patient. 3. Click on the Claim ID link to view additional information and or take action on the claim. 4. Click Summary on the left to view a claim status summary of all claims in the batch and claims uploaded. 5. Depending on the error the user may be able to correct the error for multiple patients claims in the portal or by individual patient. 6. Click on the pencil icon to edit the claim(s). The edit template pop up box will display.
34 1. The edit template pop up will display the claim information being corrected. 2. Check off box(s) for the claims that are ready to be edited. 3. The Editor screen will display. This is where errors are corrected. 4. Make necessary corrections and SAVE to return to the Claim Editor screen. 5. Once errors are corrected click the remove non fixables icon to remove all claims that could not be corrected in the portal. 6. Click on the scrubber icon to rescrub the batch. Claim Remedi Portal
35 Claim Remedi Portal The user can then return to the Claim File to see the status of the batch after it was rescrubbed. If the claims passed the scrubbing process they will then show under the forward to payer column. User can click on the link to view and save the report. The non fixable claims that were removed will show under the removed column. Client should then print the removed claims report and correct those claims in ACPM.
36 Voiding claims with errors Once the necessary corrections are made in ACPM Open the Patient s Chart. Open the Claim History pane. Note: It is collapsed by default click the double arrows to expand the pane. Find the last entry for the corrected date of service (DOS). Click Void. Next time claim batches are transmitted the updated claim will go out. Resubmit is used in cases when nothing has been changed, but the claim needs to be resubmitted. Example: when you called the payer they state they never received the claim.
37 Payer Response Reports Once the claims have been forwarded to the payers, the payers will send response reports acknowledging claims were received. To view Payer Response Reports in ACPM: (This should be reviewed daily) In the Billing screen under the Manage Claim Reports pane. Select ClaimFx Clearinghouse from the Claim Strategy drop down, then click the Search button. Read- Allows the user to view the response report. Mark Read- Will mark that the report has been viewed. Delete- to delete report (not recommend).
38 Payer Response Reports Example of a Payer Response Report in ACPM
39 Payer Response Reports Payer response reports can also be accessed in the clearinghouse portal To view Payer Response report in Claim Remedi 1. Hover over Search 2. Click on Response Report 3. Modify Search results if necessary 4. Filter Report Type by Payer Report 5. Click on Report File name and open report
40 Patient Statements On the Billing screen under Billing Activities pane click the Select Statements link. In the Select Patient Statements screen, select a statement date. Leave the other fields blank to comprise all billing offices and account types. Statement batches can be separated by Billing office or Account types if desired by using the drop-downs. Save. ACPM will direct the user back to the Billing screen
41 Manage Patient Statements Statement batches are located under the Manage Statements pane on the Billing screen. Batches will include the following information: Statement date. Number of statements in batch. Total dollar amount of statements in batch. Type and status. A user can take the following actions View: Displays the statements for review and printing. Summarize: Summary Report. Void: Deletes the statement batch. Done: This will move the batch from Pending to Complete.
42 Manage Patient Statements Or let us automate the expensive process of generating and sending patient bills in-house, and give your staff more time to focus on your patients. Statements can be sent digitally from Amazing Charts Practice Management with just a few clicks. See more at:
ACPM Claim Validation: Errors and How to Fix Them
ACPM Claim Validation: Errors and How to Fix Them All claim files, both electronic and paper, are accessed from the Manage Claim Batches pane of Billing. This is where claim batches are handled. How to
More informationSession 2 Front Desk Tasks
Session 2 Front Desk Tasks Agenda Front Desk Activities: Patient Search Manage Appointments Patient Registration Manage Recalls Patient Charts Manage Schedules Eligibility Checking Front Desk Screen Overview
More informationRev 7/20/2015. ClaimsConnect Rejection Guide
ClaimsConnect Rejection Guide Helper Client, The purpose of this document is to assist you in accelerating the resolution of claim rejections. We have identified the most frequent rejection messages, and
More informationWINASAP: A step-by-step walkthrough. Updated: 2/21/18
WINASAP: A step-by-step walkthrough Updated: 2/21/18 Welcome to WINASAP! WINASAP allows a submitter the ability to submit claims to Wyoming Medicaid via an electronic method, either through direct connection
More informationTo add a new profile to the database, click on the Add New Patient link in the Manage Patients Tab.
MANAGE PATIENTS TAB P r a c t i c e M a t e M a n u a l 89 OVERVIEW The Manage Patients Tab is where you manage all the information pertaining to new and existing patients. The information entered here
More informationUser guide for employers not using our system for assessment
For scheme administrators User guide for employers not using our system for assessment Workplace pensions CONTENTS Welcome... 6 Getting started... 8 The dashboard... 9 Import data... 10 How to import a
More informationPC-ACE Claim Management
This document is a guide to assist PC-ACE users in entering and managing Durable Medical Equipment (DME) claim information. This document includes: Claim Entry... 2 Managing Claims... 15 Preparing to Send
More informationVersion 1/Revision 18 Page 1 of 36. epaces Professional Claim REFERENCE GUIDE
Version 1/Revision 18 Page 1 of 36 Table of Contents GENERAL CLAIM INFORMATION TAB... 3 PROFESSIONAL CLAIM INFORMATION TAB... 5 PROVIDER INFORMATION TAB... 10 DIAGNOSIS TAB... 12 OTHER PAYERS TAB... 13
More informationGuide to Credit Card Processing
CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25476 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images
More informationThe claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.
P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed
More informationMYOB Exo Employer Services
MYOB Exo Employer Services Single Touch Payroll Last modified: 15 June 2018 Contents Single Touch Payroll 1 Setting up Single Touch Payroll 1 Configuring System Settings... 1 General Settings... 2 Payer
More informationMedical Billing Assistant - Program Options
Medical Billing Assistant - Program Options Program Options allows you to control the behavior of MBA in situations where making a permanent change in the program wasn t possible. You may find this option
More informationProvider Healthcare Portal Demonstration:
Provider Healthcare Portal Demonstration: Claim Denials Professional Claims (CMS-1500) HPE October 2016 Agenda Getting started Searching claims Copying and correcting claims Most common denials; how to
More informationMaster User Manual. Last Updated: August, Released concurrently with CDM v.1.0
Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,
More informationChapter 18. Indebtedness
Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal
More informationKareo Feature Guide Real-Time Patient Eligibility November 2009
Kareo Feature Guide Real-Time Patient Eligibility November 2009 1. Overview You can perform real-time patient eligibility checks for hundreds of the nation's largest government and commercial insurance
More informationOpening an Account on Schwab Retirement Center
Opening an Account on Schwab Retirement Center (With the ability to request and review 408(b)(2) Fee Disclosure Reports) For Charles Schwab Trust and Custody Services Opening an Account/Requesting 408(b)(2)
More informationIntegrated Payments: Online Payment Control & Online Payment History Quick Reference Guide
Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide Table of Contents File Summary (Online Payment Control Only)... 2 Payment Statuses... 4 Payments Search... 5 Pending
More informationFor Lenders. Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los
Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los A User ID and Password will be assigned to all users by the designated account administrator
More informationANZ TRANSACTIVE GLOBAL QUICK REFERENCE GUIDE PAYMENTS
ANZ TRANSACTIVE GLOBAL QUICK REFERENCE GUIDE PAYMENTS TYPES OF PAYMENTS IN ANZ TRANSACTIVE GLOBAL Payment Type Account Transfer Domestic Payment International Payment Domestic Salary Payment International
More informationWeb Benefits Admin User Guide
Web Benefits Admin User Guide. Table of Contents Navigate to Web Benefits... 3 Accessing Employee User Accounts... 4 Employee profile... 4 Active coverage... 5 Event history... 6 Family... 6 Adding a New
More informationX-Charge Credit Card Processing
X-Charge Credit Card Processing OpenEdge (Formerly X-Charge) Payment Processing Setup... 1 Setting Permissions for Credit Card Processing... 1 Setting Up X-Charge Payment Processing in SuccessWare 21...
More informationClaim Preparation and Filing Overview for U.S.
Claim Preparation and Filing Overview for U.S. During the course of a patient visit, invoices will be created by various staff within the office. It is recommended that when an insurance invoice is created
More informationOver 25 years of experience in the medical field, including 10 years of medical billing using Centricity. Eleven years with Visualutions, assisting
1. Agenda 2. Credentialing 3. Clearinghouse 4. Company 1. Information 2. Identification 5. Administration Tables 1. Zip Codes 2. Fee Schedules 6. Responsible Provider 1. Information 2. Identification 3.
More informationImprove your bottom line by reducing claim denials. Presented by: Mark R. Anderson, FHIMSS, CPHIMS CEO of AC Group, Inc.
Improve your bottom line by reducing claim denials Presented by: Mark R. Anderson, FHIMSS, CPHIMS CEO of AC Group, Inc. Today s agenda Mark Anderson webinar presentation Polling and Q&A session Sponsor
More informationeclinicalworks Training Eligibility Tool
eclinicalworks Training Eligibility Tool The ADI eclinicalworks database utilizes the Navicure clearinghouse for all eligibility and benefits queries. Eligibility is scheduled to run each night for the
More informationTotal Retirement Center Guide
Total Retirement Center Guide The Event Log FOR PLAN SPONSOR USE ONLY The Event Log Purpose: This guide provides you with the following information about the Event Log: Types of events you may see on the
More informationPNC HSA Funding & Contribution Guide for Employers
PNC HSA Funding & Contribution Guide for Employers How to set up and send employer-directed HSA Contributions with PNC Bank 20180924AHNJ Document Updates The table below details updates made to the document
More informationWINASAP5010 User Manual (Version 1.00)
ACS EDI Gateway, Inc. WINASAP5010 User Manual (Version 1.00) December 7, 2011 ACS EDI Gateway, Inc. Prerequisite for using WINASAP5010 BEFORE USING THIS APPLICATION, THE USERS SHOULD HAVE KNOWLEDGE ON
More informationPatient Payment System User Guide
Patient Payment System User Guide WebPT s Patient Payment System streamlines the payment collection process for copayments and coinsurances as well as wellness product and therapy supply sales. It also
More informationBank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE. Last revised: 8/19/10 12:22 PM
Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE Last revised: 8/19/10 12:22 PM New World Systems 1 CONTENTS Contents... 1 Introduction... 3 System Administrator Guide... 4 Company
More informationEntering Payments in Aprima PRM
Entering Payments in Aprima PRM Introduction The Insurance Payment and Responsible Party Payment windows are very similar in their look and functionality, but there are some differences. The differences
More informationEHR Go Guide: Claims and Ledgers
EHR Go Guide: Claims and Ledgers Introduction Understanding how to submit patient claims and work with patient ledgers is a vital skill. This guide will provide an overview of how to enter and edit new
More informationeauthorization Providers e-authorization Application on eclaimlink SEPTEMBER 2016 in partnership with
Providers e-authorization Application on eclaimlink SEPTEMBER 2016 in partnership with www.eclaimlink.ae 1 Table of Contents Getting Started 3 Registration 4 Logging In 5 Prior Request Form 6 Eligibility
More informationCOMMISSIONS USER MANUAL
COMMISSIONS USER MANUAL Webcetera, Inc. All Rights Reserved Contents Welcome to EZLynx Commissions... 4 AGENCY SETUP TASKS... 4 1 Authorize Users for Commissions Access... 4 2 Create an Applicant & Policies
More informationUser Guide. Healthcode E Practice Suite biller - 1 -
User Guide Healthcode E Practice Suite biller - 1 - Index Introduction... 3 PC / Internet Explorer Set-Up... 4 Logging onto E Practice biller... 8 Status Page... 10 Patients Tab... 11 Adding New Patients...
More informationNextGen Trustee Receipting
NextGen Trustee Receipting This class will cover Miscellaneous and Property Tax receipting. We will review the receipting processes as well as how to properly handle corrections for receipts entered with
More informationConnecticut Medical Assistance Program Workshop Web Claim Submission
Connecticut Medical Assistance Program Workshop Web Claim Submission Presented by The Department of Social Services & HP for Billing Providers Training Topics Web Claim Submission Benefits Access to Claim
More informationPolicy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter
Nexsure Training Manual - CRM Policy In This Chapter Accessing the Policy Adding a Thank You Letter Editing the Policy Adding, Editing and Removing Assignments Admitted Carrier Identification Summary of
More informationViewing Fees. PATH: Portal > Family > Payments
PATH: Portal > Family > Payments The Payments tool allows users to make online payments for fees and/or deposit money into food service accounts for members of a household. If this feature is used by a
More informationGuide to managing your workforce
For scheme administrators Guide to managing your workforce For schemes using contractual enrolment Workplace pensions CONTENTS Introduction... 4 View workforce... 4 Searching and filtering... 4 Identifying
More informationIntroduction to Client Online
Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome
More informationSINGLE-YEAR LINE-ITEM BUDGETING
SINGLE-YEAR LINE-ITEM BUDGETING TABLE OF CONTENTS OPENING A PLAN FILE... 2 GENERAL NAVIGATION... 4 ENTERING NEW YEAR LINE-ITEM BUDGETS... 5 VIEWING HISTORICAL DATA... 6 ADDING, DELETING & MODIFYING CHARTSTRINGS...
More informationMaking an Online Payment
Making an Online Payment PATH: Portal > Family > Payments The Payments tool allows Portal users to make online payments to fees and/or food services incurred by members of a household. If this feature
More informationUsing ERAs with Helper
Using ERAs with Helper Table of Contents Introduction to ERAs in Helper... 1 Getting Started with ERAs... 1 Set up Multi-User settings for ERAs... 1 Enter the ERA Payer ID in the Insurance Company Library...
More informationMaking an Online Payment
Making an Online Payment Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details PATH: Portal > Family > Payments The Payments tool allows users
More informationGo! Guide: Insurance in the EHR
Go! Guide: Insurance in the EHR Introduction The Insurance tab of the patient chart is where the patient s insurance information is stored and kept up-to-date. It is important that the insurance information
More informationNetwork Health Claims Editing Portal
Network Health Claims Editing Portal CPT codes, descriptions and other CPT material only are copyright 2010 American Medical Association (AMA). All Rights Reserved. No fee schedules, basic units, relative
More informationFiling a sales/use tax return via WYIFS (Wyoming Internet Filing System)
Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing
More informationLodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System)
Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing
More informationVetXML - eclaims. New Feature Documentation
VetXML - eclaims New Feature Documentation P a g e 1 What does it do? VetXML is now fully integrated with Voyager. VetXML is a communication standard to make it easier for the veterinary profession to
More informationDashboard. Dashboard Page
Website User Guide This guide is intended to assist you with the basic functionality of the Journey Retirement Plan Services website. If you require additional assistance, please contact our office at
More informationShelbyNext Financials: Credit Card Tracking (Course #N211)
ShelbyNext Financials: Credit Card Tracking (Course #N211) Presented by: Dave Heston Shelby Consultant 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of
More informationClassification: Public ANZ TRANSACTIVE AU & NZ USER GUIDE
Classification: Public ANZ TRANSACTIVE AU & NZ USER GUIDE 08 2015 CONTENTS INTRODUCTION... 3 PAYMENTS... 5 About Payments in ANZ Transactive AU & NZ... 5 Domestic Payments... 7 Single Payments... 8 Payment
More informationONTARIO CHIROPRACTIC ASSOCIATION PATIENT MANAGEMENT PROGRAM PUTTING EXPERIENCE INTO PRACTICE. PMP HCAI & OCF Guide
ONTARIO CHIROPRACTIC ASSOCIATION PATIENT MANAGEMENT PROGRAM PUTTING EXPERIENCE INTO PRACTICE PMP HCAI & OCF Guide March 2011 HCAI - Patient Management Program Contents Contact Information... 3 PMP HCAI
More informationOrthoSynetics, Inc. Medical, Dental, and Vision Insurance On-line Open Enrollment Instructions
OrthoSynetics, Inc. Medical, Dental, and Vision Insurance On-line Open Enrollment Instructions 1. Log onto My Payroll Page (https://oca.ultipro.com). Please disable any pop-up blockers you may have installed
More informationPropertyware epayments. Powered by RealPage
Propertyware epayments Powered by RealPage Page i Copyrights 2002-2011 Propertyware, Inc. All rights reserved. No part of this publication may be reproduced, transmitted or stored in any archives without
More informationWork with Guarantor Accounts
Work with Guarantor Accounts Update guarantor information... 2 Demand a statement for a guarantor... 2 Change the guarantor for a hospital account... 2 Change the guarantor for a minor's hospital account...
More informationPELICAN: Financial Management Training Guide
Version 1.1 Version 1.1 Version 5.0 Revision Date: 01/2018 PELICAN: Financial Management Training Guide Office of Child Development and Early Learning (OCDEL) COMMONWEALTH OF PENNSYLVANIA Contents Financial
More informationSchool Online Payments Parent User Guide
School Online Payments Parent User Guide Edited for Wolf Creek Public Schools Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents............................................. 2 Create
More informationCertifying Mortgages for Freddie Mac. User Guide
Certifying Mortgages for Freddie Mac User Guide December 2017 The Freddie Mac Single-Family Seller/Servicer (Guide) requires a Seller/Servicer selling Mortgages to Freddie Mac to forward the Notes, assignments
More informationUsing the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹
Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹ In July 2009, the Federal Housing Administration (FHA) launched the FHA-Home Affordable Modification
More informationCitiDirect WorldLink Payment Services
CitiDirect WorldLink Payment Services User Guide June 2009 3 Contents Overview 2 Additional Resources 2 Basics Guides 2 Online Help 2 CitiDirect Customer Support 2 Sign on to CitiDirect Online Banking
More informationUsing FastCensus for Plan Sponsors
Using FastCensus for Plan Sponsors FastCensus is a secure, online tool for Plan Sponsors to access, edit, validate and submit census data to their Third Party Administrator for the purposes of year-end
More informationINTUIT PROA DVISOR PR O G RAM. QuickBooks Desktop Certification
INTUIT PROA DVISOR PR O G RAM QuickBooks Desktop Certification Getting Started Guide Table of Contents TABLE OF CONTENTS QuickBooks ProAdvisor Training Objectives... 1 What s in the Workbook?... 2 Chapter
More informationTAA Scheduling. User s Guide
TAA Scheduling User s Guide While every attempt is made to ensure both accuracy and completeness of information included in this document, errors can occur, and updates or improvements may be implemented
More informationAssociated Connect. Reference Guide: Quick Payments
Associated Connect Reference Guide: Quick Payments Page 2 of 14 Quick Payments Use the Quick Payments service to send, save and manage your ACH payments. Depending on your configuration, you can use Quick
More informationBilling Pre-Audit Report User Guide (DeVero)
Billing Pre-Audit Report User Guide (DeVero) The Billing Pre-Audit Report provides a way to identify why a RAP or Final billing audit will not be generated and can also be used to identify issues with
More informationVI. GLOSSARY OF TERMS
VI. GLOSSARY OF TERMS Term Batch Processing Calendar Cancel Cancel Pending Check In Conditional Configuration Copyright Compliance Search Delete Transaction Explanation All requests on a status transaction
More informationRecurring Payments CitiDirect BE SM
Recurring Payments CitiDirect BE SM A Simple, Easy Way to Schedule Recurring Payments User Guide Treasury and Trade Solutions Recurring Payments CitiDirect BE Table of Contents Table of Contents 1. Overview
More informationShelbyNext Financials: General Ledger Best Practices
ShelbyNext Financials: General Ledger Best Practices (Course #F213) Presented by: Dave Heston Shelby Consultant 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks
More informationAdaptive Retirement Accounts
Adaptive Retirement Accounts Frequently asked questions Overview of Adaptive Retirement Accounts... 3 1. What are Adaptive Retirement Accounts?... 3 2. Why should I consider Investing in an Adaptive Retirement
More informationGetting started. UltraBranch Business Edition. alaskausa.org
Getting started UltraBranch Business Edition alaskausa.org Contents 2 4 6 8 9 11 13 14 15 21 22 23 24 Key features Getting started Company permissions Setting & exceeding limits Configuring ACH & tax payments
More informationMaintaining Budget Change Requests
Maintaining Budget Change Requests This document describes the functions used in TEAMS to enter and approve requests to move funds from one General Ledger account to another. In this document: Request
More informationBBPadmin s WebCOBRA On Demand Employer User s Guide. BBPadmin s Employer User s Guide to
BBPadmin s Employer User s Guide to 1 Table of Contents Introduction to Employers... 5 Chapter 1: Getting Started... 6 Purpose of WebCOBRA... 6 For Employers... 6 For Participants... 6 Getting Started
More informationAccess the Manage Office tab and locate Eligibility Settings in the Company Settings section
Eligibility Verification Instructions for Use Once you have completed the Eligibility Verification User Agreement and Office Ally has linked your account you must complete the Eligibility Settings in Manage
More informationYOUR QUICK START GUIDE TO CREATING AN INTERNATIONAL WIRE
YOUR QUICK START GUIDE TO CREATING AN INTERNATIONAL WIRE International Wire functions can be accessed through the Services g Payments menu in Intellix. Your access to different options and information
More informationLoan Quality Advisor User Guide
Loan Quality Advisor User Guide December 2017 This document is not a replacement or substitute for the information found in the Single-Family Seller/Servicer Guide, and /or terms of your Master Agreement
More informationDUS DocWay TM Loan Documents User Guide. January 2019
DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...
More informationInfinite Campus. Making a Payment. July 15, 2016 Revision
Infinite Campus Making a Payment Table of Contents Payments Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details Managing Payment Information
More informationSeller Procedures Non-Delegated. Seller Portal
Seller Procedures Non-Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions
More informationPatient Setup Screen
The Patient Setup Screen is used to create a new patient chart or modify an existing patient s chart. After opening the Patient Setup screen you will have the ability to choose the correct Patient Tab
More informationpayment center user guide
business gateway solutions Wealth Management payment center user guide TABLE OF CONTENTS User Service Permissions... 2 Payee Setup... 2 Payment Administration... 4 ACH Payments... 4 ACH Tax Payments...
More informationProduct Eligibility and Pricing Services. Loan Originator User Guide
Product Eligibility and Pricing Services Loan Originator User Guide Table of Contents Table of Contents Log In... 1 Enter New Loan Data... 1 Evaluate Products... 6 Analyze Search Results... 6 Update Search
More informationSponsored by: Approved instructor
Sponsored by: Approved About the Speaker Nancy M Enos, FACMPE, CPMA CPC-I, CEMC is an independent consultant with the MGMA Health Care Consulting Group. Mrs. Enos has 40 years of experience in the practice
More informationChapter 17 School Cash Catalog
Chapter 17 School Cash Catalog In Palm Beach County, schools have the ability to accept online payments from parents, guardians, other relatives, and members of the public. Acceptable methods of payment
More informationUser Guide for Pricing Engine
User Guide for Pricing Engine Version 1.2 Effective Date: 02/27/2019 Contents 1.0 STEPS TO ACCESS SEEMYLOANSTATUS... 2 2.0 SUBMITTING LOCK REQUEST... 4 2.1 STEPS TO REQUEST LOCK ON A NEW LOAN... 4 2.2
More informationSetting Up Direct Deposit for the First Time
Setting Up Direct Deposit for the First Time Overview Setting up direct deposit for student refunds is a 2-step process: 1) Adding the checking or savings account to the student s bank account profile
More informationACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger
ACS YEAR-END FREQUENTLY ASKED QUESTIONS This document includes answers to frequently asked questions about the following ACS modules: General Ledger Payroll Accounts Payable Accounts Receivable General
More informationSOARFIN Training Manual Procurement Card Cardholder, Reconciler
SOARFIN Training Manual Procurement Card Cardholder, Reconciler Document filename SOARFIN Training Manual Procurement Card Cardholder Reconciler.docx Document Version 1.05 Last Modified 6 20 2018 Overview
More informationGuide to working with NEST via pensionsync
Guide to working with NEST via pensionsync Contents Open an account with NEST... 1 How to apply for a new pension scheme with NEST... 2 Can I apply for a pension scheme with NEST directly?... 2 How do
More informationIntroduction to Client Online
Introduction to Client Online Bibby Factors International Guide 1 InternationalFactoringNewClientBibbyUKopsSept15 Introduction 3 Logging In 5 Welcome Screen 6 Navigation 7 Viewing Your Account 9 Invoice
More informationSalon Associate & Salon Leader Self Service User Guide
Salon Associate & Salon Leader Self Service User Guide 1391 Table of Contents Table of Contents... 2 Introduction... 3 Accessing Self Service... 4 Salon Associate Self Service... 6 Address Change... 6
More informationIntroduction to Client Online
Introduction to Client Online Construction Finance Guide ConstructionFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging
More informationAccess the UCD Data Form Entry
Access the UCD Data Form Entry The Uniform Closing Dataset (UCD) collection solution has added a new feature to the user interface that will allow for UCD data entry based on the Borrower Closing Disclosure
More informationQUICKBOOKS 2018 STUDENT GUIDE. Lesson 4. Banking in QuickBooks
QUICKBOOKS 2018 STUDENT GUIDE Lesson 4 Banking in QuickBooks Copyright Copyright 2018 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way Mississauga, ON L4W 5S2 Trademarks 2018 Intuit Inc.
More informationDid you know that there is a new version of the CMS 1500 form? You need to be prepared to switch.
Introduction Did you know that there is a new version of the CMS 1500 form? You need to be prepared to switch. We are now in the dual use time frame. Payers are accepting the new form (CMS 1500 02/12)
More informationUSER GUIDE. October 2015
TM USER GUIDE October 2015 CONTENTS ACCESS SMARTCLOSE TO INITIATE COLLABORATION... 1 INVITE COLLABORATORS... 3 PIPELINE VIEW... 4 INSIDE SMARTCLOSE... 5 OWNER DROPDOWN... 5 THE AUDIT SYSTEM... 6 THE MESSAGING
More informationQuickBooks Integration (Enterprise)
One Blue Hill Plaza, Second Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 QuickBooks Integration (Enterprise) CRE/RPE now exports sales
More informationElectronic Prior Authorization - Provider Guide
Electronic Prior Authorization - Provider Guide Table of Contents Getting Started 4 Registration 5 Logging In 6 System Configurations (Post Office Settings) 7 Prior Request Form 8 General 8 Patient and
More information