Category: Billing

Posts pertaining to billing, remittance, coding, etc.

PROCESS Batch Claim Submission

Judy Barnes

Once the charge has been reviewed, it is ready to be sent to the clearing house. This process can be done on an individual basis, however the preference is to send a “Batch” of claims. This process can be completed as often as your clinic would like, ie: daily, weekly etc. The Batch Claim Submission screen has been color coded to ensure a distinct difference between claims that have been “Sent” and those that have NOT. The color code system is noted at the top of the screen.

To SUBMIT the claims, simply click on the SUBMIT button on the top right side of the screen.

PROCESS Electronic Claim Submission

Judy Barnes

Process to get claim created and submitted
Schedule Appointment
Add Dx and Procedure codes
Mark Visit Complete on Clinic Dashboard
Review Charge
If incorrect, delete charge – revise SOAP details – mark visit complete on Clinic Dashboard
Submit Charge for Billing
Review Bill
Edit charges or add procedure code

Guarantor

Judy Barnes

Patient_Gurantorinformation

Add Guarantor Form

BEST PRACTICE:

Click ‘Link to Patient’ box and choose patient.
Best Practice link patient guarantor to another patient account

Otherwise …

  1. Patient Guarantor
    1. Payer Contract – Select primary payer
    2. Same as patient – Tic box to save time completing form
    3. First Name
    4. Last Name
    5. Middle Name
    6. Date of Birth
    7. Gender
    8. Client Relation
    9. Address
    10. SSN
    11. Name of Employer
    12. Email
    13. Language
    14. State
    15. City
    16. Cell Phone
    17. Home Phone
    18. Zip

Add Button commits form.

Column Data

  1. Patient Guarantors
    1. Last Name
    2. First Name
    3. Relation
    4. Edit
    5. Delete

All Guarantors will show up as options to recieve payments.

NOTE: Any new patient created will automatically have guarantor added as self.

Locations

Judy Barnes

Many times your office or organization operates from multiple locations. The Locations table allows you to associate as many addresses with your organization as you need. Select Locations from the Practice Management Submenu.

PM_LocationAddress

  1. Add a Location

Add a location by clicking the Create button.

  1. Alias Name you know the location by. e.g. Rose Street Office, Billing Office, etc.
  2. Street1  – Address of the location
  3. Street2 -Address of the location
  4. City -City of the location
  5. State -State of the location
  6. Zip -Zip of the location
  7. Phone -Phone number for the location
  8. IsBilling – This location info will show up in box 33
  9. IsService – This location will show up in box 32
  10. Group NPI & Use This – If you need to have individual NPI numbers on the 1500 claim but a group NPI in Box 32a , put group NPI in this box and select use this. This is called Box 32a Override. ++1500 will pull NPI from top location only++
  11. Form 1500 Information 33a(Group NPI) -++1500 will pull NPI from top location only++

2.  Edit a Location

Change any of the above information.

Payer

Judy Barnes
NAVIGATION:
  1. Open Payers from Practice Management on the Main Navigation Menu
  2. To create a new record, enter the name and Insurance Type ‘Insured’ if you will file insurance claims electronically or on 1500 form.
    Non-Insured if you would bill the patient.
When setting up payers, it is best practice to use the exact name your cleaning house uses. See your clearinghouse for a list of payers and their ID# as defined by your Clearing House.
    Type in a new Payer name and click add. After clicking Add, the Payer edit screen will open. To edit an existing Payer record, click the pencil icon next.

  1. Payer Name – Use the name listed in the Clearing House DB
  2. Payer Type – Insured if claims should be printed on 1500 form or sent electronically.
  3. Insurance Type – This will determine which box at the top (BOX 1) of the 1500 form is checked on printed claims.
  4. Email ID – *Not Required* This is for office reference does not populate on printed 1500 form
  5. Address – Street address.Where printed/mailed claims would be sent to. (Box 7)
  6. City-  Populates in  (Box 7)
  7. State- Populates in  (Box 7)
  8. Zip Code– Populates in (Box 7)
  9. Telephone- Populates in (Box 7)
  10. FAX– *Not Required* This is for office reference does not populate on printed 1500 form
  11. Payer ID – Found through the clearinghouse Payer Search or list.
  12. Clearinghouse – Which clearinghouse these electronic claims should be sent to.
  13. DX Code Type – Which diagnosis codes this payer accepts (Will limit which codes provider can add to SOAP note) NOTE: After October 1, 2015 choose ICD-10 Codes.
  14. Additional Claim Info– see standard text below
  • Default Paper Claim – When checked, indicates this payer takes claims on printed CMS 1500 rather than electronically.
  • a: Taxonomy code- are administrative codes set for identifying the provider type and area of specialization for health care providers. Each taxonomy code is a unique ten character alphanumeric code that enables providers to identify their specialty at the claim level. If a taxonomy code is required by a payer it would show in (Box 33).
    *most chiropractic payers do not require this code
  • b: Include DTP 454 in EDI- When submitting to payer that requires loop 2300 DPT454. *Most Medicare payers require this when submitting electronically.
  • c: Include Standard Text- This will populate text into (box 19) for this specific payer. Type what would like in the “additional claim info” box
  • d:Use Rendering Provider in 33a: This option will override group and location settings for box 33a/loop
  • e: Include Accident Date in EDI – include the onset date from DOS when Visit Type ‘isAccident’ is true for payers when this option is selected- (BOX 14)
  • f: Include x-ray Date- When checked this will include x-ray date in (box 15)
  • g:Append 0000 to 5 digit zip code– ONLY Mark as true if a payer requires 9 digit zip code when only 5 numbers are entered will add 0000. Leave unchecked to use what you enter in as default for payer, patient and clinic.
  • h:Accept Assignment-When checked will mark yes in box 27 on 1500 forms and on the EDI

PROCESS Practice Management Tab

Judy Barnes

**SEE PM DATABASE CONFIGURATION SECTION FOR A DETAILED DESCRIPTION OF EACH FEATURE.

Setting up your practice and insurers is where you begin with electronic remittance through Chart Talk.

Payers –

Payers are set up to submit to a Clearinghouse. Each payer can submit to only one clearinghouse.

Locations –
Locations is any physical or mailing address for your clinic. Options under location can configure how the 1500 form is printed and (*FUTURE FEATURE*) how multiple site schedules are displayed.

Practice Group –
*Reserve for initial configuration*

Clearinghouses –
*Reserve for initial configuration*

Billing Codes –
Edit/Add codes and primary fee schedule. When setting up a Billing Code there is the option to add tax if the code is taxable and also to select the option DO NOT BILL for codes that are Patient responsibility only. All information in this tab(except for Is Taxable) Must be filled in. Give the billing code a zero dollar value under the Charge box. If you do not fill in a value, the information will not appear correctly when you are searching for the code in the Charges area of the SOAP.

Providers –

If a provider is part of a Group, the group ID will be used when submitting claims. A provider can only be part of one group. If no Group is specifies for the provider, the individual NPI will be used when submitting the claim.

Group –
*Reserve for initial configuration*

PROCESS Patient Check In – Clinic Dashboard

Judy Barnes

The clinic dashboard is a place where the information and common functions used at the front desk of a clinic are easily accessible. When a scheduled patient comes in changing the Status (using the drop down menu) to In Clinic will check the patient in and notify the Front desk if a Co-Pay is due. The copay can then be collected and entered by clicking yes or on the Action column and following the dropdowns for entry, including printing a receipt. It will also reveal if the patient has any outstanding Documents which have not been completed. At this time, the staff will direct the patient in options for completing the documents either asking them to complete using the patients own smart device (phone),or on a device supplied by the clinic which will allow the patient to securely access their own patient portal.

PROCESS Manage Patient Information

Matthew Richard

To access the Patient Database/ Rolodex, click on Patients from the left side Menu.

This will bring up the following screen:

To search for an existing patient in the database, type in their last name and select the Filter button. If you need a more detailed search fill in the additional search fields and select the Filter button. The list will generate alphabetically. Click into the Pencil in the far left column to access the patient record/file, General Information screen.

Access any tab within the patient file by clicking on that tab.

To enter a NEW PATIENT into the database: Click on Patients, the Manage Patients screen will appear. In the upper RIGHT corner click on the word Create which
will bring up the Create Patient screen. Fill out this screen in its entirety and select the SAVE button. Once you select SAVE the new patient is added to the
Database. To complete the screens within this new patients file, Select Patients from the left side menu, Manage Patient screen will appear, type in the patients
Last name, select Filter, open patient by clicking on the pencil in the left side column. Navigate to any tab within the patient by clicking on the tab and it will open.

NOTE: A NEW PATIENT can also be added to the database from the Clinic Dashboard. Click on NEW PATIENT at the far right side of the screen. The same
CREATE PATIENT screen will appear to fill out their information and SAVE. Once Saved, access through the Patients tab on the left and follow the above
Instructions.

PROCESS Chart Talk Billing – Implementation

Matthew Richard

Suggested Implementation Process

1. Review the Welcome Letter email and complete instructions.
2. Get set up with Clearing House relaying additional info to Chart Talk – Clinic to complete
3. Set Up clinic Users, DB setup, SR profiles and any Data Conversion – Tech Support to complete
4. Enable PM, assign user roles and permissions – Tech Support to complete
5. Clinic will be contacted with access credentials.
6. Clinic will receive an email directing them to the Training Video Sight to watch.
7. Clinic will be contacted to set up First of three training sessions(to be completed within 30 days of purchase) to begin the training process.
8. Once all three training sessions are complete, the clinic will be contacted in two weeks for an additional follow up session.
9. Remember to use all the online resources available to you through Chart Talk!
10. Enjoy the ease and capabilities of your new system!