Quick Tips- You can use this on the assessment 

Registration

1)What do I need to TStamp on the registration screen?

  • Clinical Staff: RET date
  • Call Center Agents: Verifins (only if you just ran eligibility or called to verify) & RET Date
  • Business Associates: Verifins (only if you just ran eligibility or called to verify), RET Date, and SOF (once a year after they signed the consent form).

2)How do I enter my intro General Comments?

  • Hold down the Ctrl key and then press T. This will enter the date and time
  • Your personal intro should be the first letter of your first name followed by your last name, department, and extension
  • Example: JDoe, Rheum, 4555

Appointments

1)What are the training code locations that you need to change on the appointment data form?

  1. FCB=FPCB
  2. OTC=ENT
  3. PC2=PDC2
  4. ENC=EN1
  5. GIS=GAS
  6. PD4=PD1

2)What should I enter on the data form comment field when we have set up an interpreter form them?

  • Ex: Interp Sched on 11/14/16 conf #56666
  • This is letting the next staff member know when and if an interpreter was scheduled for the patient.

1)How do I hook up the printer to my computer?

  • Click on the “start button” at the bottom left side of the computer screen.
  • Select “devices and printers” and then add a printer
  • Next, add a network, wireless, or Bluetooth printer and then choose the printer that I want is not listed.
  • Enter the following formula: \\ADCPRT5\LTA8417
  • Lastly, click “Next” twice and then the word finish.

Insurance Referrals/ Cases

1)What are the four main steps to loading an insurance referral?

  • Click A to add a case from the patient services screen
  • Fill out the first page and authorization screen
  • Add the referring provider to the data form when making the appointment
  • Page down and attach the case to the appointment

Insurance

1)How do I find the FSC?

  • Click on inquire dictionary on the vertical tool bar
  • Enter dictionary 19 and click on L for look up
  • Refer to the FSC help sheet to determine how to enter the insurance rule
  • Press tab and select the correct insurance

2) How do I find the Insurance number?

  • Click on inquire dictionary on the vertical tool bar
  • Enter dictionary 120
  • Click on F and then select F again to filter
  • Enter 16 = FSC number for the first line and select “and”
  • Enter 2 = PO BOX # for the second line
  • Click ok to filter

Eligibility

1)What are the PCP codes?

  • Aetna-999999
  • Humana or Cigna-992000
  • United Healthselect-992001
  • Use these codes when loading insurance to fill out the PCP field. This is only if you run eligibility and the PCP does not show up on the request.
  • Please call the patient to find out who their PCP is instead of permanently leaving this code in their insurance section.

2)How do I get to the “back up page- full response” from the eligibility screen?

  • Click on benefits at the bottom left of the request and then click on full response at the bottom of the screen.
  • Scroll down until you see the word “group number”
  • Under the word “group number” it will sometimes give you the subscribers employer. While in training, if you cannot find the employer please state it is “unavailable” when loading the insurance. When you are in your section please call the patient and ask who the subscribers employer is.

3)What are the steps when you receive a patient’s insurance?

  • Look on the Managed Care portion of the info web to see if we are contracted.
  • Run Eligibility
  • Find the FSC
  • Find the Insurance number
  • Load the insurance
  • Tstamp Verfins and RET date on the registration screen

Invoices

1)How to look up a patient by their invoice number:

  1. I########

2)Where is the sequence number?

  1. The sequence number is on the far left side once the invoice list has been pulled up.

3)How do I expand or contract to get rid of the second line on an invoice?

  1. Click “E”

4)How do I get rid of the invoices that have a zero balance?

  1. Click “B”

5)How do I find the diagnosis codes on a patient’s account?

  1. Click on invoice list
  2. Select the invoice
  3. Click on M

6)Helpful tip:

  1. The CPT code is a five digit number (ex: 99213) and the description what the code means is next to it
  2. PCD is the insurance FSC+ 600. If it is Medicare it is the FSC+500.

7)Where can I find the billed amount on an invoice?

  1. Look at the bottom right under charges for the billed amount

8)Where can I find the approved/allowed amount?

  1. This is the first amount on the pay line

9)Where is the amount that insurance paid?

  1. This is the second amount on the pay line

10)Where is the adjusted/written off amount?

  1. This is the third amount on the pay line

11)How do I know what is left for patient responsibility for this CPT code?

  1. Add up the amount under (ded,coi,cop) plus what is under (PatR)

12)Why do they owe this?

  1. Look at the rejection code next to (PatR). Scroll down to see the definition of that rejection code

13)What does it look like when someone has made a payment?

  1. The line will start with why they are making a payment (ex: copay) and the method of payment (ex: cash) followed by the words “Thank you”.

14)What does it mean if there are two pay lines under one CPT?

  1. It means that they either have a primary and a secondary insurance or that the insurance was billed twice.

15)Account Statuses:

  1. Budget Plan: The patient called Dell to set up a payment plan
  2. Credit Risk: The patient have a group 4 balance
  3. Collect ACCT Paid: The patient used to have a group 4 balance and have paid it off
  4. Medicare, Budget Plan, Managed Care= Good Account Status

16)How do I see which invoices are set up on payment plans??

  1. Go to the invoice list and go to actions-filter
  2. Filter the FSC by PP for “Promised Payment”

17)What is a DNB status and how do I look at the original, cancelled out, and corrected invoice?

  1. Do not Bill
  2. Highlight the invoice and click on H to see the history of the invoice

18)What are the three ways I can look up a group 3 or group 4 balances?

  1. Financial Inquiry
  2. Current Statement Balance
  3. Main screen (ADC= Group 3) & Physicians (Group 3 + Group 4)

19)How can I tell if a patient has been paying on their group 3 payment plan?

  1. Click on Current Statement Balance
  2. Click on Detail
  3. This is a list of all the payments made by the patient

20)How can I tell if a patient has been paying on their group 4 payment plan?

  1. Click on Financial Inquiry
  2. Click on 4-BD
  3. Payments are posted from the bottom up