This guide will help you retrieve missing billing information for patients who have "Primary Insurance" but lack details such as Referring Doctor, UPIN#, Primary Diagnosis, Sex, Primary ID#, or Birthdate. Follow these simple steps to generate, download, print, or email the missing billing report.
Steps to follow:
Step 1: Login: Sign in to the application.
Step 2: Navigate to the Report Section:
- Go to Financial File.
- Select Missing Billing Info.
Step 3: Fill in Search Criteria:
- Patient # Range: Enter the range by adding the first and last patient numbers.
- Sort By: Choose a sorting option (e.g., Patient Number).
- Filter by Office: Select an office if needed.
- Clinician: Choose a clinician from the dropdown list.
- Account Type: Specify the account type.
- Include Discharged & Dropout Patients: Toggle between "Yes" or "No" as desired.
Step 4: Generate Report:
- Click the Review Results button to create the report. This report will display:
- Office Number (O#)
- Patient Number
- Patient Name
- Primary Insurance
- Account Type
- Review Results
Step 5: Options to Use Report:
1. Download: Download the report in PDF format.
2. Print: Click Print to get a hard copy.
3. Email/Fax: Send the report via email or fax.
4. Clear: Use the Clear button to reset the fields and create a new report.
Step 6: Print Report
Click the Print Report button to create the report. Print Report.
This process helps you ensure that all necessary billing information is up-to-date for patients with primary insurance, improving billing accuracy and efficiency.
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