When combined with a billing integration like CMD or AveaOffice, the Payment Method on the patient facesheet is crucial to successful billing and must be configured properly for charges to transmit.
Insurance Billing
To successfully bill insurance with an integrated billing partner (CMD or AveaOffice), the patient chart must have a Payment Method selected that is set to either Private Insurance or Government Insurance.
Private Pay Billing
AveaOffice
For facilities integrated with AveaOffice, you can bill Private Pay patients using any Payment Method set to Private Pay. This allows you to send over private pay per-diem and ancillary services.
CMD/HL7
You can bill per-diem services for private pay patients using a Payment Method set to either the Non Insurance or Private Pay categories and using a Clinical Level of Care.
Payment Methods Setup
Let's review how to configure Payment Methods within your Patient Settings.
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Click on your initials and select Settings.
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Open the Patients tab. This is the first tab within the settings menu and may have a different name, e.g., Clients, depending on your Instance settings.
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Scroll to the Payment Methods section.
- Tip: use Ctrl + F (Windows) or Cmd + F (Mac) to search the page.
- To add a new Payment Method, click Add item.
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Name the method and select a Category.
- Important: It is vital to note that while you can edit the names of any existing payment methods if these names are changed, any patients with the original payment method selected will now have no payment method selected.
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For any payment methods where Insurance covered charges should transmit to your integrated billing software, ensure Private Insurance or Government Insurance is selected under the Category drop-down.
- For payment methods where private pay services should be transmitted, choose Private Pay (Avea or CMD/HL7) or Non Insurance (CMD/HL7 only) under the Category drop-down.
- Click Update to save.
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