Intellect™
BILLING MENU OPTIONS
Worker
HCFA Form
Group of Patients
This menu option is used to print claim forms for a group 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 patient's insurance screen's <CoverageFrom> and <Coverage To> date range.
See details for opening and populating the Print GOP 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 <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. To use this option, please 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 9.12.15
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.
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 GOP Worker screen in Intellect, go to Billing --► Worker --► HCFA Form --► Group of Patients
The Print GOP_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 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/P/B)> 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/P/B)> field criteria.
4. Selection Criteria 
4.1 This field allows the accounts to be defined to bill based on alphabetical criteria.
4.2 Leave blank to select all patients that meet any other criteria entered below, OR define the parameter using a hyphenated alphabetical range such as A-L to return patient accounts, where the last name begins with any letters in the range of A-L.
5. Account Number From 
5.1 This is the beginning number for billing by a specific range of patient account numbers.
6. Account Number To 
6.1 This is the ending number for billing by a specific range of patient account numbers.
6.2 Press [Enter] to bypass this field to request ALL accounts greater than any value entered in <Account Number From> (open ended), OR use a this field as the ending account number to be billed.
NOTE: When pressing [Enter] without entering an account number in either the <Account Number From> or <Account Number To> fields, this message displays, urging a value to be entered:
7.1 Accept the Entry Date default 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 [Enter] to select.
Effective version 9.12.10
All versions prior to 9.12.10
8. Primary/Sec/All (P/S/A) 
8.1 This field is used to select which insurance bill to print.
8.2 Accept the default 'P All Primary Insurances' (formerly 'P') all primary insurers for this group of patients, OR use the drop-down list to make an alternate selection.
8.3 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 [Enter] to select.
Effective version 9.12.10
All versions prior to 9.12.10
9. Print HCFA Form (B/C/N) 
9.1 This field allows the selection of the type of CMS 1500 (HCFA) to print or none.
9.2 Accept the default 'HCFA' (formerly 'C'), OR use the drop-down to make an alternate selection.
9.3 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 [Enter] to select.
Effective version 13.06.24
Note: 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.
Effective version 9.12.10
All versions prior to 9.12.10
10. All/Unbill/Rebill (A/U/R/H) 
10.1 This is a selection field to determine which status of claims to print.
10.2 Accept the default 'Unbilled Charges' (formerly 'U'), all primary/secondary 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 [Enter] to select.
Effective version 9.12.10
All versions prior to 9.12.10
11. Category 
11.1 This field limits the billing results by a specific patient category.
11.2 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.'
11.3 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.
12.1 Intellect completes Box 10Dof the CMS 1500 (HCFA) indicating the type of report.
12.2 Accept the default 'Applicant' (formerly 'A'), OR use the drop-down list to make an alternate selection.
12.3 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 [Enter] to select.
Effective version 9.12.28 - New options
Effective version 9.12.10
All versions prior to 9.12.10
13. Print Attachment 
13.1 Effective version 17.12.20 - New field.
13.2 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.
13.3 Accept the 'No' default, OR use the drop-down list to make an alternate selection.
13.3.1 No: When 'No' is selected, documents/attachments do not print at the same time billing takes place.
13.3.2 Yes: When 'Yes' is selected, documents/attachments print at the same time billing takes place.
14. When the information is completely entered, select one of these options:
14.1 Select the [Print] button OR press [Enter] to display the printer dialog box:
14.1.1 Printer Properties:
14.1.1.1 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.
14.1.1.2 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.
14.1.2 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.
14.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
14.1.4 Select the [Cancel] button to clear the screen and return to the <From Date> field without saving or printing.
13.2 Click [Clear] to clear all information and return the focus to the <From Date> field without saving.
13.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.
