OnSTAFF 2000
PRE BILLING REPORT
The PRE-BILLING REPORT allows you to, prior to billing, for ALL charges entered, edit the information contained in the report. This report will point out the necessary billing information that may need to be added, modified, or removed. Missing billing information such as sex, social security number, diagnosis, etc. will be flagged by asterisks (*) on the report.
The PRE-BILLING REPORT is printed from the /Billing/Tele Com/Submit Claim/Group of Patients (NEVER Batch of Patients) screen, using <Carrier Type> R.
The PRE-BILLING REPORT is sorted based on the /Utility/Set Up/Parameter <Billing Sorting (I/A/N)> field entry.
The following example will print a PRE-BILLING REPORT for all charges entered today (e.g., 09/15/97):
* These fields do not apply to this report.
** Denotes whether the From and To Dates are entry or service dates.
ABOUT THE PRE-BILLING REPORT
EB: The /Utility/Insurance <Electronic Billing> field entry. This entry will indicate the insurance carrier the charge(s) will be electronically submitted to. The following are a few examples:
* - Patient has no insurance
I - IMS
M - Medicare
S - Medi-Cal
ACN: The patient account number. An asterisk (*) will appear next to the patient’s account number when the patient does not have any insurance coverage This allows you to check for a CASH category. If the patient has an insurance type of category such as MCAR, PPO, etc. you will need to make sure the account and charges are ready for billing (i.e., they’ve been assigned the correct category, add the necessary insurance, make sure their ledger W (Who) column value is correctly set to P, etc.).
NOTE: If a patient should have been assigned a pre-paid category type, their charges MUST be deleted and re-entered AFTER their category has been updated and insurance added in order for the Auto Payment feature for pre-paid/capitated accounts to perform correctly.
Name: The patient name.
Sex: The sex of the patient. Asterisks (**) will appear when this information is missing.
DOB: The patient date of birth. Asterisks (**) will appear when this information is missing.
Encounter: The /Charges/Charge <EN#> field entry used at the time of posting the listed charge(s). The encounter number may be modified from the /Charges/Modify screen. This field will display a zero (0) when there has not been an encounter attached to the charge.
SSN: The patient social security number. This field will display:
***** NO INSURANCE COVERAGE *****
when a patient has not been assigned an insurance. If the patient has an insurance type of category such as MCAR, PPO, etc. you will need to make sure the account and charges are ready for billing (i.e., if necessary assign the correct category, add the necessary insurance, make sure their ledger W (Who) column value is correctly set to P, etc.).
GRP: The /New Patient primary insurance screen <Group No.> field entry. This field will be blank when ***** NO INSURANCE COVERAGE ***** appears in SSN.
ASI: The /New Patient primary insurance screen <Assignment> field entry)
The following field will print on a separate line:
Diagnosis: The /Utility/Diagnosis <Diagnosis Code(s)> entered at the time of posting the listed charge(s). ********** will appear when no diagnosis was entered.
The following column headings relate to the remainder of the report:
CAT: The patient category (/Utility/Category <Category Code>). You should NEVER see a new patient category code here (i.e., NP). The patient’s demographic information should ALWAYS be updated PRIOR to posting. If the patient has a new patient category code you will need to make sure the account and charges are ready for billing (i.e., they’ve been assigned the correct category, add the necessary insurance, make sure their ledger W (Who) column value is correctly set to P, etc.). In addition, if the patient should have been assigned a pre-paid category type, their charges MUST be deleted and re-entered AFTER their category has been updated and insurance added in order for the Auto Payment feature for pre-paid/capitated accounts to perform correctly.
PINS: The patient primary insurance (/Utility/Insurance <Insurance Co. Code>). **** will appear when no primary insurance has been assigned to the patient. If the patient has an insurance type of category such as MCAR, PPO, etc. you will need to make sure the account and charges are ready for billing (i.e., if necessary assign the correct category, add the necessary insurance, make sure their ledger W (Who) column value is correctly set to P, etc.).
SINS: The patient secondary insurance (/Utility/Insurance <Insurance Co. Code>). CASH will appear when the patient has not been assigned a secondary insurance.
The following report information pertains to what was entered at the time of posting (entering) the listed charge(s):
From: The /Charges/Charge <From> date.
To: The /Charges/Charge <To> date.
NOTE: An asterisk (*) will appear between the From and To dates when these dates do NOT match (i.e., From 08/01/98 To 08/03/98). This type of data entry error happens when the date of service has been modified instead of deleting and re-posting the charge. To correct, go to /Charge/Modify, pull up that account and date of service, position the cursor next to the charge, press X, make the needed changes to the date, press Q or [End] to exit.
Code: The /Utility/Procedure <Code R (C or E)> or <UB92 Code> field entry (based on the /Utility/Insurance <Code(R/C/E/U)> field entry) of the posted charge.
POS: The /Utility/Facility <Place of Service 1 (2 or 3)> field entry (based on the /Utility/Insurance <Selection(1/2/3)> field entry) of the facility.
TOS: The /Utility/Procedure <Type of Service> field entry of the posted charge.
DAYS: The /Charges/Charge <Qty>.
DX-REL: The /Charges/Charge <RDX>.
Dr.: The /Charges/Charge <Dr.>.
ASI: The /Charges/Charge <ASI>.
Who: The /Charges/Charge <Who>.
Charge: The /Charges/Charge <Charge>.
The following report information does not directly relate to what was entered at the time of posting (entering) the listed charge(s):
Credit: The /Charges/Charge or /Payment/Open_Item payment amount posted toward the charge.
Balance: The remaining balance of the charge.