Changing the Billing Provider on the Billing Report

If you need to change the Billing Provider for a particular service, a few crucial steps must be completed for the services to map correctly across the systems.

Locating the Charge

First, you need to locate the charge. There are two ways to do this: from the main Billing Report or a specific patient’s Billing Report. 

From the Reports tab

1. Open the Reports tab and select Billing.
2. The Billable tab opens first. Modify parameters if needed and click Search.
3. Now, locate the charge and click Edit to continue.
4. Select the new Billing Provider from the drop-down.
5. Click OK. 

Updating the U/R Plan

Next, you must update the patient’s U/R plan to avoid errors when transmitting to Avea. 

1. Open the Information tab on the Patient’s Chart.
   
2. Scroll down to locate the Concurrent Reviews section.
   
3. Click Manage Review.
4. Scroll to the far right and open the Edit form.
   
   
5. Scroll down to locate the Rendering Provider field and select the correct one.
   
6. Next, scroll down to Save.
   
7. Finally, click Close & Refresh.
   
8. Back on the Billing Report, select and transmit the charge to Avea.