Intellect™
BILLING MENU OPTIONS
Worker
Letter
Intellect has a single option containing a library of letters that may become necessary in the course of processing Worker's Compensation claims.
1. To open the Print Worker letters in Intellect, go to Billing --► Worker --► Letter --► Batch of Patients
The Print LETTER screen opens:
Effective Version 9.12.10 Field Modification. The one- and two-character code choices on the drop-down lists have been replaced with explanatory choices, making the code selection more user-friendly and comprehensive.
Note: The drop-down list descriptions for the code choices have remained the same, allowing correlation between the old and new code choices.
2.1 Type the patient account number whose claim requires this letter/form.
2.2 Press [Enter] to open the Batch Entry dialog screen, allowing individual accounts to be added and processed as a single batch.
2.3 Type any additional account numbers (one at a time) and press [Enter] to add.
3.1 Select the desired letter or form to print.
3.2 To view the list of codes with descriptions press the [F2] key to display the Searching screen. To view the list of only the codes either click on the arrow, OR press the → (right arrow) on the keyboard. To select, double-click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code, and then press [Enter] to select.
A partial list of valid choices:
3.3 SBR:
If SBR1 is selected from the drop-down to print a DWC Second Bill Review (SBR) form to appeal Worker's Comp payments, the SBR form prints differently based on the various software versions, as noted below. Note: The procedure for generating SBR forms has not changed.
3.3.1 Effective version 14.07.24. To comply with institutional requirement guidelines which state that an SBR may only be one page, as of this update, when an SBR is requested and there are multiple procedures, Intellect now generates 'one date of service' in the area below 'List of disputed goods, services', along with the remarks attached to the date of service. Note: Only the first three lines of the remark print in the box ‘Reason for Requesting SBR’. The maximum dates of service per page is two. For additional dates of service, Intellect generates a complete SBR form with the additional dates of service.
3.3.2 Effective version 14.04.15. The SBR form prints on two pages. The first page includes the charge information, and the statement ‘See attached’ in the section titled ‘Reason for Requesting Second Bill Review and Description of Additional Supporting Information/Documentation’. The top portion of the second page is identical to the first page; however, the section titled ‘Reason for Requesting Second Bill Review and Description of Additional Supporting Information/Documentation’ displays the description for the SBR code as set up in Utility --►Message --►Message --►Add.
Note: As of version 14.04.15, SBR codes set up in Utility --►Message --►Remark --►Add are for information only, and only display in the Comment column on the Payment screen; they do not display on the Second Bill Review form.
Only one code may be entered for the charge. If additional charges need different descriptions, a separate SBR must be requested using a different SBR code.
When requesting an SBR, note the following:
• The DWC Second Bill Review form may not be sent electronically.
• The SBR form may not be customized.
• If a provider’s information is not completely filled-in, the SBR form does not print.
• If insurance information is not completely filled-in, the SBR form does not print.
3.3.3 Effective version 13.06.24. The SBR form prints on one page. SBR codes are set up in Utility --►Message --►Remark --►Add.
3.4 RFA1 and RFA2: The DWC Form RFA selected through this option is incomplete. Effective version 16.02.22, the Requested Treatment section of the RFA includes detailed information pulled from the Diagnosis and Procedure sections of the Surgery tab. For this reason, PCS suggests RFAs be requested through the Surgery tab Action Buttons on the Modify Appointment screen.
Effective version 18.12.07, changes were made to this screen to allow the RFA options to be ordered by batch entry. To have this option, please contact Support.
4. Category 
4.1 This field limits the letter creation by a specific patient category.
4.2 Press [Enter] to bypass this field to request ALL categories, OR use a specific category by typing its Utility --► Category <Category Code>.
4.3 This field accepts multiple values:
• separated by commas with no spaces:
• a range of codes entered with a hyphen and no spaces:
• an asterisk * to return all Categories starting with the portion of the code entered prior to the *. For example, M* prints all Categories whose code begins with M.
5. Primary/Sec/All 
5.1 Use this field to select which insurance to print.
5.2 Accept the default 'P1 Primary Insurance' (formerly 'P') for this group of patients, OR use the drop-down list to make an alternate selection.
5.3 Click on the field, OR press the [F2] key to display the valid choices.
To view the list of only the codes, click on the arrow. To select, click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code and then press the [Enter] key to select.
Effective version 9.12.10
All versions prior to 9.12.10
6. When the information is completely entered, select one of these options:
6.1 Select the [Print] button OR press [Enter] to display the printer dialog box:
6.1.1 Printer Properties:
6.1.1.1 Printer: The default printer for the logged-in clinic and password is selected. To select a different printer, either click on the arrow, OR press the → (right arrow) on the keyboard to view the list of printer codes. In our example, the defaulted Printer is HP. This is just an example of a printer name and may or may not be set up on the system.
To select the printer type, click on the code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code; then press the [Enter] key to select.
6.1.1.2 Number of Copies: This field defaults to either 0 (zero) or 1. Both print 1 copy. To print more than one copy, enter the number of copies.
6.1.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to an Excel spreadsheet, Email, Fax, Disk, or Archive. A secondary printer may also be selected, if one is set up, by clicking on the arrow to display the drop-down list.
6.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
6.1.4 Select the [Cancel] button to clear the screen and return to the Print LETTER screen without saving or printing.
6.2 Click [Clear] to clear all information and return the focus to the <Account> field without saving.
6.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.
