NS - Knowledgebase

Here's a concise summary of the Encounter Billing tab process for creating an insurance claim using the OfficePro Suite:

Accessing the Billing Tab:

• Click the letter [B] next to the visit from the schedule or patient detail page.
• Alternatively, open the Encounter window and select the Billing tab.

Billing Case Details:

• View patient billing case details by clicking the blue information icon, which reveals details such as the named insured and referring provider.
• Perform billing actions like adding a claim, entering insurance payments, and editing case details.

Creating a Claim:

• A list of services added to the encounter is displayed, including their CPT codes and diagnosis codes.
• Ensure each service has both a diagnosis code and a CPT code. Yellow alert symbols indicate missing information.
• Click the Edit link next to the alert symbol to modify codes.
• For convenience, you can apply the selected diagnosis code to all services on the visit.
• Check the services you want to include in the claim and click Create claim from visit.

Viewing the Claim:

• After the claim is created, it will appear in the Encounter Billing window below the case details.
• Review claim details such as the claim number, total amount claimed, payment status, and duration since the claim was submitted.
• Open the PDF or text version of the claim document for review or manual submission.

Additional Resources:

• For detailed information on insurance billing, refer to BillPro tutorials and Knowledge Base articles.
• For managing diagnosis codes, consult the Configuration video on Diagnosis Code Administration.

Editing and resubmitting an insurance claim is a straightforward process in OfficePro. Follow these steps to ensure your claim is accurate and submitted successfully.

Step 1: Locate the Claim

You can find the claim in OfficePro using one of the following methods:

By Patient:

• Navigate to the Patients section.
• Find the patient who received the services.
• Open the patient detail page and click on the Billing tab.
• Look for the claim associated with the date of the visit.

By Visit:

• Go to the Visits section.
• Open the visit that the claim was for.
• Click Edit, then click on the Encounter icon.
• In the Encounter window, navigate to the Billing tab to view the claim.

Using BillPro:

• Open BillPro by selecting Tools > BillPro from the top menu.
• Find the claim in the list by either date or patient name.

Step 2: Open the Claim Details

• Once you've located the claim, click the pencil icon next to it to open the Claim Details window.

Step 3: Edit Claim Information

Click on either the ID or CPT field to open the Edit Service window.

Navigate to the Billing Details tab.

Make Necessary Edits:

• Update the Dx codes or Modifiers fields based on the feedback received from the clearinghouse or insurance company.

After making your changes, click Save Encounter Service.

Step 4: Re-create and Resubmit the Claim

1. After saving your changes, go back to the Claim Details window.
2. Click Re-create Claim Document at the bottom of the Claim Details window.
3. Once the claim document is re-created, click the Submit Claim button at the bottom of the claim details page.

Conclusion

By following these steps, you can efficiently edit and resubmit an insurance claim in OfficePro, ensuring that your claims are accurate and compliant with the requirements of the insurance companies. If you have any questions or encounter any issues during this process, feel free to reach out for further assistance!