Billing Workspace Billing Event Tab

The Billing Event tab lists billing events for the selected visit. It allows the user to work with charges, adjustments, and payments.

The list displays all (billing events) for the visit and includes information on the billing period, bill type, frequency, charges, adjustments/payments, and balance. Clicking on a billing event populates the detail section below, which includes the bill date, frequency, professional code, and balance information.

To update collection event information, follow these steps:

1. The event selected in the work queue should be selected by default in the Billing Event panel list. To select another event, click on it in the list.
2. Change any of the following options, if necessary:
   • Medicare Credit Report Date – Click the field to enter the date directly or click to select a date from a calendar. The billing event will be included in the Credit Balance Report.

3. POTF – Click the button to produce a Proof of Timely Filing file, if needed. A message displays and the POTF file is attached to the billing event as an image.

4. Click Save.

Notes

The Notes tab lists all notes that are associated with the selected billing event. Note information includes the date, user, code, and narrative. Notes can be sorted by clicking on the column headers. Coded or free-form notes can be added in the tab.

Add Notes

To add a note, follow these steps:

1. Click the Add button . A row is added to the Notes list with the current date, user adding the note, and the application area (Collections, Billing, Registration, etc.) populated and the Visit Note Information fields enabled.

2. Enter note information using one the following options:
   • Coded note – Enter a note code in the first field or a note description in the autocomplete field (clicking a suggested description to select it).

• • Free-form note – Enter free-form note text into the Narrative field.

The information populates the list.

You can only delete a note prior to saving it. Click the Delete  button. The note is removed.

3. Click Save.

Strikethrough a Note

Although notes cannot be deleted once they have been saved, strikethrough lines can be applied to out-of-date notes. The Strike action is located to the right of the Narrative field for saved notes. The strikethrough option allows notes to be designated as no longer used, helping the user determine which information is current on the medical record. Strikethrough lines can be removed. To strike a note, follow these steps:

1. Click Strike in the Action column to the right of the note narrative. A strikethrough line displays over the note’s fields.

2. Click Save.
3. To remove the strikethrough line, click Un-Strike.

Claim History

The Claim History tab displays the status of insurance claims and any messages received for the selected billing event as it has gone through the claims management process. The information is read-only.

The list displays claim information, including the claim number, revision number, payer, date the claim was filed, and date the claim was accepted.

Click the + sign to expand and view individual claims management messages. This information includes the message acknowledgement date, status, event status, message, action date, and user.

Charges

The Charges tab lists all charges associated with the selected event. The information includes the charge date, charge code, revenue ID, charge description, amount, etc.

To update the billing period for a charge, follow these steps:

1. Click on a charge in the list to select it. The Period drop-down menu displays the selected billing period.

2. Click the Period dropdown and select a different billing period.
3. Click Save.

Adjustments

The Adjustments tab lists all posted adjustments associated with the selected event. The tab also allows adjustments to be added and updated. Adjustments added in the tab are automatically posted to the visit/billing event.

To view or update adjustment detail, follow these steps:

1. Click on an adjustment in the list to select it. The adjustment’s detail displays, and the editable fields are enabled.

2. Update the data, as needed.
3. Click Save.

Add an Adjustment

To add an adjustment, follow these steps:

1. Click the Add button . A row is added to the Adjustments list with the current date and selected billing period populated. Fields for Adj Cd, Date, Amount, Period, and Comments display below the list, with all but the Period enabled.

2. Adj Cd – Enter an adjustment code in the first field or an adjustment description in the autocomplete field (clicking a suggested description to select it).
3. Date – Click the field to enter the date directly or click to select a date from a calendar.
4. Amount – Enter the adjustment amount.
5. Period – Displays the selected billing period.

6. Amount – Enter the adjustment amount in dollars. For a credit to the balance, enter a positive amount. For a debit to the balance, enter a negative amount (-1000.00, for example).
7. Comments – Enter any free-form text comments regarding the adjustment.

8. Click Save.

Patient Images

The Patient Images child tab lists images associated with the visit, patient, and/or billing event. The images available depend on the application area and parent tab. For example, the Patient Images child tab in the Collections application area and under the Collection Event parent tab lists images associated with the selected collection event. But the tab in the Registration application area and under the Patient parent tab will have filter options at the bottom right of the tab, allowing you to filter by images associated at the patient, visit, or billing event level.

Users must have view rights (in Imaging Security Maintenance) for the form type in order to view the image.

To view an image, follow these steps:

1. Filter the list by clicking either of the following options, if needed:
   • Patient – Displays images associated at the patient level.
   • Visit – Displays images associated at the visit level.
   • Episode – Displays images associated at the billing event level.

2. Click on an image in the list to view it. The image opens in another window or application, depending on the file type.

Delete an Image

To delete an image, follow these steps:

1. Click the Delete button  for an image in the list. The image is deleted.
2. Click Save.