Settings: Patient Chart Billing Audit Tool Tab

If you create a Billing tab, you can send charges from Kipu to your integrated billing partner (Kipu RCM or CollaborateMD) directly from an individual patient chart.

Create Billing Tab

Billing from the patient chart allows you to submit claims for a specific patient. To do this, you’ll need to configure a Billing Report tab on the patient chart using the following steps:

1. To begin, click on your initials and then click Settings. 
   
2. Then click the Patients tab. This tab is the default settings tab, and because the name can be customized, it may have a different name in your instance.

3. Scroll to the Patient Processes section. Use Ctrl + F (Windows) or Cmd + F (Mac) to search on the page.
4. In this section, look for a tab where the Billing box is checked. This is the tab that will allow you to run the Billing Report and send charges to your billing system.
5. If you do not find a tab where this box is checked, click Add Item at the end of the Patient Processes section to create one.
6. Name the tab. This is the name that will display on the patient's chart tab.
7. Select the Show Billing box (make sure no other category boxes are checked.
8. Check the Enabled box. This ensures the tab is present on the patient chart.
9. Click on the Locations drop-down and choose the locations where the Billing tab should display on the chart.
10. Use the [drag] indicator to change where the tab appears in the tab list on the patient chart.
11. Click Update.
12. Navigate to any patient chart to confirm that the tab is now visible. This tab contains any pending charges for the patient and allows you to send these billables to Kipu RCM/CMD.

Note: If you already have a tab named Billing used for managing some other item (e.g., Forms/Evals or Group Sessions), the tab using the Show Billing item must have a unique name. We recommend creating a new tab called Billing Report. Only one box per tab in the Patient Processes section can be checked as you cannot use the same tab for multiple functionalities, i.e., Forms/Eval and Billing.