Enabling “Auto set Billing status” will help providers change the billing status automatically when they receive an ERA. The Billing status will change to “ERA Received, ERA Denied, Internal Review, Balance Due and Paid in Full” according to the transactions posted on the claim.
For manual posting, our system will auto set the billing status once the transaction(s) is posted and the appointment is saved.
To enable the settings, follow the steps below:
1. Hover over the “Billing” tab and select “DOCTOR SETTINGS”:
2. On this page, select "Billing" tab from the headers:
3. Please scroll down to the "Miscellaneous" section. Below this section, you will see three check boxes for "Auto Set Billing Status". Select the ones that you require and click on "Update Entire Profile" to save the changes.
a). The first check box will automatically set the billing status of your claims when the provider receives an ERA.
b). The second check box will automatically set the billing status of your claims when the insurance and patient payments are posted manually in the billing details screen.
c). The third check box will automatically set the billing status of your claims when the patient payment is applied from the "Patient Payments" screen.