How to Track Your Money!!!! 
Click the Billing Button 
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. 
Date: Displays Date
Payor: Select the Payor from the drop down list to display Bills for a specific Payor. 
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)
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Created By: Select the User from the Created By drop down list to display Bills created by a specific user.
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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.
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Electronic: 
- Select Only HCFAs sent electronicaly to view bills submitted electronically
- Select Only HCFAS not sent electronically to view bills that were not submitted electronically
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Tracers: 
- Select Only HCFAs with Tracers to view bills with Tracers
- Select Only HCFAS without Tracers to view bills without any Tracers

SOAP Notes: 
- Select Only HCFAs with Notes to view bills with SOAP Notes
- Select Only HCFAS without Notes to view bills without any SOAP Notes

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
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Balance: Select from the drop down options to filter Charges, WriteOffs, Disputed Amounts, Balances, etc.
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Select All: Click Select All to place a check mark next to all displayed bills, based on the search criteria
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
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
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
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.
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View report, or click the Print this Report button to Print.
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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.
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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

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.

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)

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 
When you click the Create New Trace button the following window opens:

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:
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