Learn how to effectively use the manage billing transfer feature to add, search, edit, and delete billing transfer records. This guide explains the process of managing CPT codes, procedure codes, and other required details to ensure your billing data is accurate and up-to-date.
Steps to Manage Billing Transfers:
Step 1: Login to the Application:
Begin by logging into the application with your credentials.
Step 2: Navigate to Manage Billing Transfer:
- Go to the Manage Data section.
- Select Manage Billing Transfer from the list.
Step 3: Add a New Record:
- Click the Add button to open the form for adding a new billing transfer record.
- Fill out the following fields:
- Translation: Add a description for the transfer.
- Account Type: (Optional) Leave this field blank to apply the transfer for all account types or select a specific type from the dropdown.
- CPT Code: This field is mandatory and identifies the procedure.
- Unit: Specify the required unit for the procedure.
- Procedure Code: Provide the necessary procedure code.
- No. of Entries: Enter the number of entries for this record.
- After filling in the fields:
- Click Save to save the record.
- Click Cancel to discard changes and return to the previous page.
Step 4: Search for a Record:
- Use the Search button to generate a list of all existing billing transfer records.
- To refine your search:
- Enter text in the Search Box to filter records by keyword.
- Select a specific Account Type from the dropdown to narrow down results.
Step 5: Edit or Delete a Record:
- From the displayed list of records:
- Use the Edit icon in the Action column to update the details of a record.
- Use the Delete icon in the Action column to remove the record permanently.
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