Welcome to our Q-mmunity!

         QuixoteSoftware.NET

   Home  shadow  Personal Info  shadow  Knowledge & FAQs  shadow  Service Requests  shadow  Tutorials  shadow  Glossary  shadow  Reference Guide  shadow  New Clinic Instructions  shadow  ZirMed  
 


Return to Patients      Return to Reference Guide

Teacher smallBills Tab Patient Bills Tab

Click the Patient Icon  Patient Icon

Select Patient

Click the Bills Tab  Patient Bills Tab


NoteNote:  The Billing tab in the patient file is for a specific patient / case. Use the Billing window for general billing and collections.  (Click the Billing Icon)

 

Patient Bills


How to Bill HCFAs (Insurance) from the Patient File


Click the Create Bills Button: Create Bills Button

Patient Bill Create HCFA Step 1

Select Payors and select who the HCFA Statements are for:

  • Primary Payors
  • Secondary Payors
  • Tertiary Payors

Billing Billing Create Bills Step 1 Drop Down

Note Note: If you are billing primary insurance select Primary Payors (the default). Select which HCFA form

Click the Next Button

Patient Bill Create HCFA Step 2


Clinic: Select from the Clinic drop down list to bill HCFAs for a specific clinic. Quixote defaults to ALL.

Provider: Select from the Provider drop down list to bill HCFAs for a specific Provider. Quixote defaults to ALL.

Date Range: Select from the Date Range drop down list to bill HCFAs for a specific Date Range. Quixote defaults to ALL.

Payor: Select from the Payor drop down list to bill HCFAs for a specific Payor. Quixote defaults to ALL.

Minimum number of office visits: Select from the Minimum number of office visits drop down list to bill HCFAs for a specific minimum number of office visits. Quixote defaults to ALL.

Only create if total charge is: Check the box next to "Only create if total charge" and select from the drop down list:

  • Greater than
  • Less than
  • Between

and enter a dollar amount to bill HCFAs for specific dollar amounts. Quixote defaults to unchecked.

Billing Billing only create if total

Exclamation Mark Quixote is designed to bill all unbilled charges. Setting any of the above options, could cause unbilled charges to get missed during the billing. If is recommended to leave the default settings for normal billing and use the options only for specific billing.

Click the Next button.

Patient Bill Create HCFA Step 3

Click the:

Print to Printer: Will Print HCFA's to the Printer

Print to Window: Will Print HCFA's to the Window

None (Just Create): Will not Print to the Printer or the Window, will just create the bills (possibly to print later)

Electronic Billing: Check the Electronic Billing Box and Proceed to the Next window if you are processing claims electronically.

Note Note: To Print Claims and submit claims electronically simoultaneously, click the Electronic Billing box.

Patient Bill Create HCFA Step 3 ECS

Print to Printer (and bill electronically): To Print Claims and submit claims electronically simoultaneously!

Print to Window (and bill electronically): Will Print Electronic Claims (HCFA's) to the Window

Just bill electronically: Will not Print to the Printer or the Window, will just create the electronic bills


Return to Patients    Return to Reference Guide


How Print Itemized Statements from the Patient File Superbill icon

Click the Patient Icon  Patient Icon

Select Patient

Click the Bills Tab  Patient Bills Tab


NoteNote:  The Billing tab in the patient file is for a specific patient / case. Use the Billing window for general billing and collections.  (Click the Billing Icon)

 

Patient Bills


Click the Create Bills Button: Create Bills Button


Patient Bill Create Itemized Step 1

Select Itemized Patient Statements (Superbills)

Click the Next button

Patient Bill Create Itemized Step 2


Clinic: Select from the Clinic drop down list to bill Patient Itemized Statements (Superbills) for a specific clinic. Quixote defaults to ALL.

Provider: Select from the Provider drop down list to bill Patient Itemized Statements (Superbills) for a specific Provider. Quixote defaults to ALL.

Date Range: Select from the Date Range drop down list to bill Patient Itemized Statements (Superbills) for a specific Date Range. Quixote defaults to None.

Payor: Select from the Payor drop down list to bill Patient Itemized Statements (Superbills) for a specific Payor. Quixote defaults to ALL.

Minimum number of office visits: Select from the Minimum number of office visits drop down list to bill Patient Itemized Statements (Superbills) for a specific minimum number of office visits. Quixote defaults to ALL.

Exclude individual charges: Check the box next to "Only create if total charge" and select from the drop down list:

  • Greater than
  • Less than
  • Between

and enter a dollar amount to bill Patient Itemized Statements (Superbills) for specific dollar amounts. Quixote defaults to unchecked.

Billing Billing Itemized Statements Exclude individual charges

Click the Next button.

Patient Bill Create Itemized Step 3

This window allows the user to customize how the Itemized Patient Statement (Superbills) will look before printing. Make your selections based on who will be receiving the Itemized Patient Statement (Superbills).

Insured's Information: If checked, will Include the Insured's Information on the Itemized Patient Statement (Superbills).

Attorney's Information: If checked, will Include the Attorney's Information on the Itemized Patient Statement (Superbills).

Doctor's TaxID Number: If checked, will Include the Doctor's Tax ID Number on the Itemized Patient Statement (Superbills).

Diagnosis: If checked, will Include the Insured's Diagnosis, including ICDs on the Itemized Patient Statement (Superbills).

Charges:

  • with CPT Codes: If checked, will Include the CPT Codes on the Itemized Patient Statement (Superbills).
  • with Breakdown: If checked, will Include breakdown Information on the Itemized Patient Statement (Superbills).
  • with Modifiers: If checked, will Include the Modifier's on the Itemized Patient Statement (Superbills).
  • with Contract w/o: If checked, will Include the Contract write off amounts on the Itemized Patient Statement (Superbills).

Detailed Summary Drop Down List:

  • No Summary: If checked, will not Include a Summary on the Insured's Information on the Itemized Patient Statement (Superbills).
  • Mini Summary: If checked, will Include a Mini Summary on the Insured's Information on the Itemized Patient Statement (Superbills).
  • Detailed Summary: If checked, will Include a Detailed Summary on the Insured's Information on the Itemized Patient Statement (Superbills).


OwlExample for an Attorney Statement

Billing Billing Itemized Statements for Attorney


Note Note: We have selected Insured's Information, Attorney's Information, Diagnosis, with CPT Codes and No Summary. Your choice.

Click the Next Button

OwlExample for (Patient) Reimbursement from Insurance Company (Payor)

Billing Billing Itemized Statements for Insurance


Note Note: We have selected Insured's Information, Diagnosis, with CPT Codes and Mini Summary. Your choice.

Click the Next Button


OwlExample for (Patient) Receipt (instead of the normal Patient Receipt)

Billing Billing Itemized Statements as Receipt


Note Note: We have selected with Breakdown, and Detailed Summary. Your choice.

Click the Next Button

Patient Bill Create Itemized Step 4


Click the:

Print to Printer: Will Print Itemized Patient Statement (Superbills)'s to the Printer

Print to Window

Powered by EBSuite.
Copyright 2007 - 2013 QuixoteSoftware.NET. All Rights Reserved.