Page History

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1. Click the Patients tab.
2. Search for the patient for which you want to close the encounter.
3. Select the encounter to close from the Encounter History menu in the upper left of the page.
4. Review the Summary section of the encounter to see if anything is missing or incomplete.
   For example, if forms completion criteria is set for forms used in the encounter, the Summary displays see progress bar for forms that are not complete. The Summary also indicates if no service codes entered in fee sheet, or corresponding diagnostic code is invalid.
5. Click Close Encounter.
   Note that if the encounter is incomplete or contains errors, the Close Encounter button is disabled.
   
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Generate Claims

Generate a Claim

You can use the Billing Manager to generate claims for one or more closed encounters. Depending on the services rendered, the process generates UB-40 04 or HCFA forms that you submit to the insurance company.

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1. Click the Billing tab.
2. Click Billing Manager in the left-hand navigation menu.
3. Search for the encounters to be billed.  Use Use filters to restrict results and improve performance.
   
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4. Review each encounter record to ensure it contains the following information required to submit a claim:
   • Primary and secondary insurance, electronic claims clearinghouse to submit to, and Place of Service (POS).
   • Diagnosis Code (ICD) and Service Code (CPT). 
     Insurance companies compare the two codes to make sure service is correct for the diagnosis.
   • Dollar amount for the service.
     If you need to make changes to the encounter record, make the changes to the fee sheet created for the encounter before you generate the claim.
     
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5. Select the checkbox for a closed encounter in the search results. If the checkbox is disabled, the client does not have insurance, and you cannot generate a claim.
6. Click Generate Claim(s). The application generates the UB-40 04 or HCFA forms required for billing.
   Note that while you can preview the generated forms, claim rules configured in the system have not been applied yet, and the forms cannot be considered final.
   
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Override Golden Thread or Form Completion Criteria Rules

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1. Select the checkbox to the left of the yellow triangle. The Override button is activated.
2. Click the Override button.
3. Select the reason you are overriding the missing rules. Optionally enter any notes.
4. Click the Override button. 
   A green triangle appears in the encounter entry indicating that the missing rules have been overridden. You can now generate a claim for the encounter.
   
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Submit Claims

Use the Claims Manager to submit one or more claims electronically to an insurance claims clearinghouse. Claims are submitted to the clearinghouse associated in the system with the insurance company that pays the claim. 

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1. Click the Billing tab.
2. Click Claims Manager in the left-hand navigation menu.
3. Search for claims ready to be submitted. Use filters to restrict results and improve performance.
4. Optionally click a claim in the Claim No. column to review the UB-40 04 or HCFA form generated for the claim.
   If you need to make changes to the form, make the changes to the fee sheet created for the encounter, and then regenerate the claim. For more information, see Using Fee Sheets.
5. Select the checkbox for one or more claims to submit.
6. Click Submit Claim(s).
   
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Resolve Denied Claims

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