The Short Patient Bills feature simplifies patient billing by enabling users to organize and manage financial details effectively. It allows customization of account types, transaction ranges, and display preferences, ensuring accurate and professional billing. Additional options, such as billing setup and filtering, enhance flexibility and streamline operations. By utilizing this feature, organizations can maintain clear financial records, improve transparency, and ensure patient satisfaction.
Detailed Workflow to Utilize Short Patient Bills
Step 1: Log in to the Application:
Access the billing system with your secure credentials.
Step 2: Navigate to Short Patient Billing:
- Go to Billing > Patient Billing > Short Patient Bills.
Step 3: Set Up Billing Parameters:
- Account Types to Bill (Mandatory): Choose the categories of patient accounts to include, ensuring accurate targeting.
- Patient Numbers: Specify up to 5 patient identifiers to narrow down results.
- Transaction Dates (Required): Define the transaction range to include only relevant data.
- Additional Options:
- Display explanation lines for transactions to provide detailed insights.
- Select your preferred ICD coding version (ICD9, ICD10, or exclude codes).
- Configure rules to exclude zero or negative balance accounts or restrict billing to specific balances.
Step 4: Generate and Review Reports:
- Click the Review Results button to create a preview of the report based on the input data.
Step 5: Output and Share the Report:
- Download PDF: Save the report for offline access.
- Send via Email or Fax: Directly communicate the billing summary.
Step 6: Print the Report:
- Print Report: Use the Print Report button for immediate hard copies.
Step 8: Clear Filters
- If adjustments are needed, use the Clear Filters option to reset the fields and reconfigure the parameters.
Step 9: Advanced Setup for Recurring or Custom Reports
Leverage the Billing Setup option to create detailed, customized billing processes tailored to your organization’s needs:
- Report Formats: Select from formats like Summary, Detailed, Co-Pay, or Patient Statements.
- Sorting Preferences: Arrange reports alphabetically or by patient number for clarity.
- Optional Inclusions:
- Add payment, adjustment, or aging details.
- Include balance forward information or explanation lines for billed amounts.
- Display insurance-related details like payment or write-offs.
- Customization Options:
- Personalize notes, adjust "Amount Due" labels, and configure display preferences for patient names (e.g., Last Name, First Name).
- Optionally include credit card details and prior balances for transparency.
Key Features and Notes
- The system prevents billing for patients assigned to inactive account types, ensuring clean records.
- Saved billing setups allow for efficient replication of complex configurations, saving time on repeated tasks.
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