How to Track Your Money!!!! ![Q-mmunity Rewards Image](../../servlet/BbsFileServlet?fileid=296634&filekey=J66h5kPR)
Click the Billing Button ![Billing Billing Open](../../servlet/BbsFileServlet?fileid=300293&filekey=gAR979vj)
You may View Bills by specific Search Criteria.
Bill ID: To View a specific bill by bill#, enter the Bill ID #.
Clinic: Select the clinic from the drop down list to display Bills for a specific clinic.
Provider: Select the Provider from the drop down list to display Bills for a specific Provider. Date Range: Select the Date Range from the drop down list to display Bills for a specific Date Range. ![Billing Billing Date Range](../../servlet/BbsFileServlet?fileid=300294&filekey=X8M84BB7)
Date: Displays Date
Payor: Select the Payor from the drop down list to display Bills for a specific Payor. ![Billing Billing Payor](../../servlet/BbsFileServlet?fileid=300295&filekey=MRmjZfKZ)
Patient: Click the Select button and select Patient to view Bills for from the Rolodex.
Note: You can view specific patient's bills from the patient file, Bills Tab.
Show: Select which Type of Bills to Display (Check to Display, Uncheck to Not Display)
![Billing Billing Show](../../servlet/BbsFileServlet?fileid=300319&filekey=s7RE4QzY)
Created By: Select the User from the Created By drop down list to display Bills created by a specific user.
![Billing Billing Created By](../../servlet/BbsFileServlet?fileid=300296&filekey=SAPdvWjH)
Case Type: Select the Case Type from the drop down list to display Bills created for a specific Case Type.
Example: Workers Comp, Personal Injury, etc.
![Billing Billing Case Type Drop Down](../../servlet/BbsFileServlet?fileid=300298&filekey=VAVXmfkE)
Electronic: ![Electronic Billing Icon](../../servlet/BbsFileServlet?fileid=300320&filekey=QJ9VYXP6)
- Select Only HCFAs sent electronicaly to view bills submitted electronically
- Select Only HCFAS not sent electronically to view bills that were not submitted electronically
![Billing Billing Case Electronic](../../servlet/BbsFileServlet?fileid=300299&filekey=agY9SxAN)
Tracers: ![Tracer Icon](../../servlet/BbsFileServlet?fileid=300321&filekey=WCWrbJJf)
- Select Only HCFAs with Tracers to view bills with Tracers
- Select Only HCFAS without Tracers to view bills without any Tracers
![Billing Billing Case Tracers](../../servlet/BbsFileServlet?fileid=300300&filekey=br4jUbVw)
SOAP Notes: ![SOAP Notes Icon](../../servlet/BbsFileServlet?fileid=297371&filekey=49yrcbsK)
- Select Only HCFAs with Notes to view bills with SOAP Notes
- Select Only HCFAS without Notes to view bills without any SOAP Notes
![Billing Billing Case Notes](../../servlet/BbsFileServlet?fileid=300301&filekey=uzzmymzs)
Misc.:
- Select to view bills
- Select to view bills
- Select Went to Deductible to view bills
- Select Waiting for Clinic/Group NPI to view bills
- Select Coverage not in effect to view bills
- Select Disputing to view bills
- Select Need Note to view bills
- Select Revised Note sent to view bills
![Billing Billing Case Misc Drop Down](../../servlet/BbsFileServlet?fileid=300302&filekey=6DDm2dAY)
Balance: Select from the drop down options to filter Charges, WriteOffs, Disputed Amounts, Balances, etc.
![Balance Greater Than](../../servlet/BbsFileServlet?fileid=301030&filekey=ubc94hUy)
Select All: Click Select All to place a check mark next to all displayed bills, based on the search criteria
![Billing Select All](../../servlet/BbsFileServlet?fileid=300323&filekey=kVr3PRsX)
![Billing Billing Select All](../../servlet/BbsFileServlet?fileid=300303&filekey=9Ed7RFg7)
View: Place a check mark next to a bill(s) you would like to View and Click the View Button.
Print: Place a check mark next to a bill(s) you would like to Print and Click the Print Button. Send: Place a check mark next to a bill(s) you would like to Send (Electronically) and Click the Send Button. Other Options: Select an option from the Other Options drop down list
![Billing Billing Other Options Small](../../servlet/BbsFileServlet?fileid=300307&filekey=CGqpswv4)
![Billing Billing Other Options](../../servlet/BbsFileServlet?fileid=300306&filekey=bmJvmSXC)
Return to Billing Return to Reference Guide Generate Report:
Click the Other Options drop down and select Generate Report. A Report will be generated based on your filter criteria.
![Billing Billing Generate Report](../../servlet/BbsFileServlet?fileid=300330&filekey=bcYhVUep)
View report, or click the Print this Report button to Print.
![Billing Billing Generate Report view](../../servlet/BbsFileServlet?fileid=300329&filekey=t48ffnGh)
Return to Billing Return to Reference Guide View Properties of Bill:
Select a bill and click on View Properties of Bill from the Other Options drop down list.
![Billing Billing View Properties of Bill](../../servlet/BbsFileServlet?fileid=300331&filekey=xbV9aWQR)
View Properties of Bill - General Tab: - Total Charges
- Patient Charges
- Payor Charges
- Paid
- Write Off
- Disputed
- Balance (of bill)
are all displayed.
Additionally:
- Bill ID
- Created By
- Created on (date)
- Patient
- Case
- Payor and information*
- Adjuster Name and Phone Number*
* Note: Eliminates looking in a file
![Billing Billing View Properties of Bill General Tab](../../servlet/BbsFileServlet?fileid=300332&filekey=ucyvSUGJ)
View Properties of Bill - Notes Tab: All notes previously entered regarding this bill are displayed, including the date, time and User who entered the note.
Note: The date, time and User who entered the note are automatically included in the note
Add Note: Click the Add Note button to add a new note.
![Billing Billing View Properties of Bill Notes Tab](../../servlet/BbsFileServlet?fileid=300333&filekey=E27Kj8X7)
View Properties of Bill - History Tab: View
the History of the Bill. The following information is updated
automatically each time a Bill is Created, Sent Electronically, or a
Tracer is Created.
- Action (Bill is Created, Sent Electronically, or a Tracer is Created)
- Date (Bill is Created, Sent Electronically, or a Tracer is Created)
- Time (Bill is Created, Sent Electronically, or a Tracer is Created)
- User (Which User Created the Bill, Submitted the Bill Electronically, or Created a Tracer)
![Billing Billing View Properties of Bill History Tab](../../servlet/BbsFileServlet?fileid=300334&filekey=GpWvrGxa)
View Properties of Bill - Tracers Tab: The Tracers Tab displays any Tracers that have previously been created.
Print Button: Place a check next to a Tracer and click the Print button to Print the Tracer.
View Button: Place a check next to a Tracer and click the View button to View the Tracer. Create New Tracer Button: Click the Create New Tracer to create a New Tracer ![Billing Billing View Properties of Bill Tracers Tab](../../servlet/BbsFileServlet?fileid=300335&filekey=K9y8yr9p)
When you click the Create New Trace button the following window opens:
![Billing Billing Other Options Create Tracers 2](../../servlet/BbsFileServlet?fileid=300337&filekey=Vqe2KznV)
Print to Printer: Click Print to Printer to Print Tracer
Print to Window: Click Print to Window to Print Tracer to window None (Just Create): Click None (Just Create) to not print
Also Print HCFA: Click Also Print to HCFA to print a HCFA with the Tracer.
Note: Make sure you have a HCFA form in the printer
Partial Tracer - Show current Payor Balance on the Tracer
Note:
So cool. Quixote is one of the few software programs that will print a
partial tracer. Usually the software just reprints the original
tracer, the insurance company sends it back saying "already paid" and
around and around we go.
Each charge will show a "Payor Balance". The "Payor Balance" for each charge shall be:
- The Disputed portion including any remaining balance (default)
- The Disputed portion only
- The remaining balance only. Do not include the Disputed portion.
Tracer Example:
Page 1
![Insurance Tracer 1](../../servlet/BbsFileServlet?fileid=300340&filekey=wpKMMqwg)
Page 2
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