Medical Billing 101: Getting to know the Billing Menu

 Familiarizing Yourself With The Billing Menu

  • Billing Summary: A basic screenshot of your financials
  • Live Claims Feed: A comprehensive way of viewing your claims
  • Patient Payments: Displays a list of patients with an open balance and also provides payment history of a patient (non-insurance).
  • Day Sheet: Designed to provide a day to day snapshot of your finances, detailing charges, claim credits, adjustments. Can also be used to summarize week to week and monthly finances.
  • Transactions: Provides an appointment-by-appointment view detailing the diagnostics, services, inventory code used, quantities, amount billed, adjustments, insurance paid, and patient paid.
  • Remittance Reports: Tracks your EOBs and ERAs
  • Unmatched ERAs: If there are discrepancies in your ERAs, you may track them here.
  • Accounts Receivable: A summary of outstanding collectables in your billing.
  • Patient Statements: Displays a detailed view of patient payments and balances but focuses on generating and tracking statements.
  • Product/Procedure: Keeps track of the products and services you have offered to your patients and tracks the statistics (units, charges, insurance, patient payment, adjustment).
  • Patient Balance Ledger: Views the combined insurance + patient payment to see how it contributes to the bottom line.
  • Fee Schedule: Allows you to set up your procedures and the prices associated with your procedures.
  • Underpaid Items: Allows you to search for a CPT/HCPCS/Custom Code and list underpaid items in that category.
  • Adjustment Master: An easy way to view and manage the adjustments on your claims.
  • Sales Tax: Lets you track prices pre and post taxes and the tax amount paid.
  • Billing Log: A complete log of billing changes, including changes your staff members have made.






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