Intellect™
BILLING MENU OPTIONS
Worker
HCFA Form
Batch of Patients
This menu option is used to print a claim form for a single worker or a small batch of workers. Very often, Workers Compensation Insurance billing, statements, and Proof of Service for patients' accounts are set up for automation.
For billing and rebilling, these conditions must exist:
• A charge/date of service exists within the requested date range.
• The requested insurance(s) is listed as one of the patient's insurance screen(s).
• The date(s) of service must fall within the patients' insurance screens' <CoverageFrom> and <Coverage To> date range.
See details for opening and populating the Print BOP WORKER screen.
Updates:
Effective version 15.09.28, printing the Ordering Provider on HCFA's is no longer dependent on the setting of the Utility --► Procedure --► Procedure <Status> field. In prior software versions, Ordering Provider information from the Charges --► Encounter screen and qualifier 'DK' in HCFA Box 17 were only printed if the <Status> field was set to 'D' or 'O.'
Additionally, for all Billing functions (e.g., HCFA, eBilling, UB, etc.), if the Utililty --►Referring <Last Name> field is empty, Intellect does not use that <Referring Code>. It is equivalent to an invalid Referring Code.
Effective Version 14.07.01
Per this version, there were three modifications:
• Intellect now prints 6 lines instead of 5 lines of service on the HCFA 1500 Form.
• When billing an insurance with the Utility --►Insurance --►Insurance <Insurance Type> field set to either D or 1 (Medi-Cal or Medi-Medi), HCFA Box 30 can now display the Balance Due based on the Utility --►Insurance --►Insurance <Include Payment> field setting. This modification affects NEW HCFA and NEW HCFA RED and Tracers. Offices who would like to use this option, should notify a PCS Support team member.
• Boxes 4, 7, and 9 now print blank (instead of 'SAME') when the insured is the same as the patient.
Effective Version 14.03.20
This update includes a change affecting the HCFA, BOX 9A for claims for Medi-Medi insurance patients. When the patient has MediCal as the secondary, Intellect now pulls the subscriber ID from the secondary MediCal insurance.
Effective Version 9.12.34
The 'B' option added in version 9.12.30 (see entry below) to the drop-down menu of the <Billing Sorting> field on the Utility --►Set Up --►Parameter screen was removed. The function of the 'B' option is now performed by the 'Batch' option on the new <Batch Sorting> field added to the Utility --►Set Up --►Parameter screen. The 'Batch' option sorts the batch in the order the accounts were entered into the Batch Entry screen.
The system uses the <Batch Sorting> field to sort the results when printing a report or form from Batch of Patient screens in Billing --►Insurance, Billing --►Statement, Billing --►Worker --►Statement, Billing --►Worker --►HCFA forms, and Billing --►Worker --►Attorney.
The sort options are:
A new 'B' option was added to the drop-down menu of the <Billing Sorting> field on the Utility --►Set Up --►Parameter screen:
As shown in the Description above, option 'B' is used only for Batch of Patient tasks.
• If option 'B' is selected when running tasks using Batch of Patients, the billing is in the order the account numbers were entered on the Billing --►Worker --►Statement --►Batch of Patients screen.
• If option 'B' is selected when running tasks using Group of Patients, it is as if option 'A' had been selected in the <Billing Sorting> field since the results are ordered by Account Number.
This change affects Billing --► Insurance, Billing --►Worker --►Statement, Billing --► Worker --► HCFA Form, and Billing --►TeleCom --►Submit Claims.
The new option does not affect Billing --►Statement, Billing --►Worker --►Letter, Billing --►Worker Attorney, or Billing --►Company Statement.
Effective Version 9.12.15
Clients can now print the Adjuster Name on the top right corner of the Worker Compensation paper claim. However, there are three requirements which must be met for the name to print:
a - For each insurance being used, the <Print Name on Claim> field must be set to X - Print the Adjuster name. See Utility --►Insurance --►Insurance.
b - The <Adjuster Name> field must be completed on the patient’s insurance screen. See either Registration --►Regular --►Insurance or Registration --►Worker --►Insurance.
c - The patient's category <Type> must be either W or F. See Utility --►Category.
The 'Adjuster Name' data element has been added to the programming file but has not been added to the form. Therefore, offices wanting to have the Adjuster Name printed on the paper WC Claims, should call PCS Support and request it be added.
1. To open the Print BOP Worker screen in Intellect, go to Billing --► Worker --► HCFA Form --► Batch of Patients
The Print BOP_WORKER screen displays:
Effective Version 9.12.10 Field Modification. The one- and two-character code choices on the drop-down lists have been replaced with explanatory word 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. From Date 
2.1 Enter the beginning date of the date range for charges to be billed/rebilled based on the <Date Selection (E/S/B/P)> field criteria.
3. To Date 
3.1 Enter the latest date of the date range for charges to be billed/rebilled based on the <Date Selection (E/S/B/P)> field criteria.
4. Account No 
4.1 Type the patient account number whose insurance is to be billed.
4.2 After pressing [Enter], the Batch Entry dialog screen opens allowing more accounts to be individually added to process as a single batch.
4.3 Type any additional account numbers (one at a time) and press [Enter] to add.
5. Primary/Sec/All (P/S/A) 
5.1 Use this field to select which insurance bill to print.
5.2 Accept the default for all primary insurers 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. All/Unbill/Rebill (A/U/R/H) 
6.1 This is a selection field to determine which status of claims to print.
6.2 Accept the default for all charges where Who matches the primary/secondary, OR use the drop-down list to make an alternate selection.
6.3 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
7.1 Accept the default for Entry Date, OR use the drop-down to make an alternate selection.
7.2 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
8. Category 
8.1 This field limits the billing results by a specific patient category.
8.2 Press [Enter] to bypass this field to request ALL categories, OR use a specific category by typing its Utility --►Category <Category Code>. It is required that it is a Workers Compensation Utility --►Category <Category Code> where <Type (C/P/W/O/F/G)> = 'W' or 'F.'
8.3 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.
9. Print HCFA Form (B/C/N) 
9.1 Allows the selection of the type of CMS 1500 (HCFA) to print or none.
9.2 Effective version 9.12.09 - Field modification. The single-character code choices on the drop-down list have been replaced with complete word choices to make the code selection easier. The new HCFA choice was previously C, the new HCFA RED choice was previously B, and the new choice of NONE was previously N.
9.3 Accept the default 'HCFA', OR use the drop-down to make an alternate selection.
9.4 Press the [F2] search key to display the valid choices:
Effective version 13.06.24
The 'Second Bill Review' option (added in version 13.06.24) works in conjunction with Payment --►Open Item to print a DWC Second Bill Review form to appeal a Worker's Compensation payment. In Payment --►Open Item, see additional information in the Message and Comment columns in the Posting Section.
All versions prior to 13.06.24
10. Type of Report (A/B/C/D/E) 
10.1 Intellect completes Box 10Dof the CMS 1500 (HCFA) indicating the type of report.
10.2 Accept the Applicant default, OR use the drop-down list to make an alternate selection.
10.3 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 9.12.28 - New options
Effective version 9.12.10
All versions prior to 9.12.10
11. Print Attachment 
11.1 Effective version 17.12.20 - New field.
11.2 This field gives the choice of whether or not to print documents/attachments at the same time electronic billing takes place. This applies to documents/attachments that normally go electronically and are in the EB_ATTACHMENT folder, based on the <Identification Code> on the Charges --►Encounter screen for Workers Compensation claims.
11.3 Accept the 'No' default, OR use the drop-down list to make an alternate selection.
11.3.1 No: When 'No' is selected, documents/attachments do not print at the same time billing takes place.
11.3.2 Yes: When 'Yes' is selected, documents/attachments print at the same time billing takes place.
12. When the information is completely entered, select one of these options:
12.1 Select the [Print] button OR press [Enter] to display the printer dialog box:
12.1.1 Printer Properties:
12.1.1.1 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.
12.1.1.2 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.
12.1.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to 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.
12.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
12.1.4 Select the [Cancel] button to clear the screen and return to the <From Date> field without saving or printing.
12.2 Click [Clear] to clear all information and return the focus to the <From Date> field without saving.
12.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.
