HCFA-1500/EDI-837P reports empower you to customize and simplify your insurance billing process. With options to filter by patient ranges, billing dates, account types, and payors, these reports ensure accuracy and compliance. Flexible settings for rebilling, secondary insurance, and ICD code inclusion help address diverse billing needs.
Step 1: Log in to the Application
Access the application using your credentials.
Step 2: Navigate to the Billing Section
- Go to Billing and select Insurance Billing from the menu.
Step 3: Fill in the Required Fields
- Sort By: Choose how you want to sort the report, e.g., Patient No.
- Bill: Select either Primary or other options as needed.
- Account Type: Specify the account types using the available fields.
- Start With Patient # / End With Patient #: Enter the range of patient numbers to include.
- Enter Office to Bill: Select the appropriate office (e.g., DEMO2).
- Enter Clinician to Bill: Choose the clinician for billing.
- Payor: Select the insurance payor.
- Date to Bill From / Thru: Specify the billing period.
- Bill Patients Who Have Not Been Billed Since: Set a date to include patients who haven’t been billed since then.
- Include Previously Billed Charges: Choose Yes or No based on your requirements.
- Date to Rebill From / Thru: Set dates for rebilling, if applicable.
- Barcode: Enable or disable barcodes.
- Rendering Office: Select the rendering office (e.g., DEMO2).
- Billing Office: Choose the appropriate billing office (e.g., DEMO).
- Clearing House/Receiver: Specify the clearing house (e.g., MDCLEAR).
- ICD Code: Choose between ICD9 and ICD10 formats.
- Date Format in Box 31 (HCFA 1500): Set the format (e.g., MM/DD/YYYY).
- Bill Specific Authorization: Select if applicable.
Step 4: Click on the HCFA-1500/EDI-837P Button
After filling in all required fields, click the HCFA-1500/EDI-837P button to generate the report.
Step 5: Save the Report
- Verify the generated report to ensure accuracy of save.
Step 6: Modify Settings for a New Report (Optional)
- Clear the fields if you want to generate a different report.
- Update the billing setup as needed before generating a new report.
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