BlueCross BlueShield of Montana. Consumer ebilling Training Guide

Transcription

1 BlueCross BlueShield of Montana Consumer ebilling Training Guide

2 Table of Contents System Information...3 Logging in to the System...3 At Home with ebilling...6 Main Buttons...7 Navigation Tabs...7 Home Page...7 Other Quick Access Links...8 Invoices...9 Viewing Invoice Details...10 Searching for Invoices...11 Paying Invoices...12 Paying Invoices Online...12 Printing Invoices...14 Payment Accounts...15 Creating/Editing Bank Accounts...16 Reviewing Payment Accounts Audit Data...18 Payment History...19 Searching for Payments...20 Create Reports...21 Creating and Viewing On-Demand Reports...22 Scheduling Reports

3 System Information Logging in to the System You can log into the system from the secure Blue Cross BlueShield of Montana home page ( 1. Enter your username and password in the box on the left side of the screen on the home page. 2. Select the View/Pay Bill link at the top of the screen. If this is the first time you have logged in, continue with Step 3. Otherwise, go to Step

4 3. Verify your address and select Register. 4. Read the verification information. Your registration will take 1-2 business days to be accessible online. Select Continue

5 5. Review the My Insurance screen. Your registration will display Pending until your invoices are accessible online. 6. Select the View/Pay Bill button to begin paying your invoices

6 At Home with ebilling Once you log into the application, the Home page opens. The ebilling Home is the center of the online billing system and allows the user to access the various tools available in the application. Main Buttons Navigation Tabs Home Page Other Quick Access Links

7 Main Buttons The Home page gives you quick access to all major features within the system. Major features include: View Invoices View, pay, and print invoices. Search Invoices Search for invoices based on criteria such as date range, payment status, etc. Create Reports - Run reports on invoices and activities within the system. Manage Payment Accounts - Manage the accounts you use to pay your invoices. Navigation Tabs Above the main buttons are Navigation tabs, which include some additional features: Billing Search and view current invoices and payment history. Reports Create, view, and schedule reports. Setup Set up payment accounts. Home Page The ebilling Home page displays links to quickly access important information in the system, including Current Invoices, Pending Payments, Payment History, and Completed Reports. Stop Paper Invoices You can stop receiving paper invoices by selecting the Click to Stop link and selecting the corresponding invoices. If you want to resume receiving paper invoices, you must contact Customer Service. Payments Search and review your payments and payment accounts

8 Other Quick Access Links Logout Securely log out of the system. Online Help Access the online help system by selecting the? icon in the upper, left-hand corner of the screen. Contextual help information displays for each screen in ebilling

9 Invoices You can view invoices by selecting View details link on the Home page or by clicking the Billing navigation tab. By default, the View Invoices screen displays all current invoices. You can view any of the invoice statuses by selecting them from the drop-down menu: Current All invoices from the current coverage period that do not have a payment applied to them. Prior All invoices from a previous coverage period and do not have a payment applied to them. Paid All invoices that have payments applied to them. Obsolete All invoices that were replaced with a re-billed invoice. Viewing Invoice Details Invoice Searching Invoice Payment Invoice Printing

10 Viewing Invoice Details You can view all information about an invoice by selecting View Details from the Options drop-down menu: The Invoice Details screen shows the totals for the selected invoice on the Billing Summary tab:

11 Searching for Invoices You can locate a specific invoice by selecting criteria on the Search Invoices page. 1. Select Search Invoices from the secondary tabs under the Billing tab to filter the display the Search Invoices page. 2. Enter the search criteria and select Submit to display the search results. 3. Select View Invoice from the drop-down menu on any invoice to display its details

12 Paying Invoices There are two ways to access the screens to pay invoices. You can select Pay Invoice from the drop-down menu on the View Invoices screen or you can select the Pay Now button on the Home page. Regardless of where you select to pay invoices, you have two options for making payment: online or by printing the payment stub and sending it in the mail. Paying Invoices Online 1. Select the Make online payment radio button from the Choose Method screen and select Next. 2. Add payment account information

13 3. Select the options for this account, including whether or not you want to make it the default account to pay invoices and if you want to retain the account information to use for future invoices. 4. Select the payment amount and enter the payment date. 5. Confirm your payment

14 6. View the confirmation information, which includes the payment Confirmation Number. Print this page for your records. Printing Invoices You can print invoices by selecting Print Invoice from the View Invoices screen, by selecting the Print Invoice button from the Quick Links section of the Invoice Details screen, or by selecting Print Now from the Home screen. Regardless of where you select to print invoices, the invoice displays on the Completed Reports screen under the Reports tab. Your report appears as Pending while the system generates your results. Depending on the size and complexity of the report, it may take a few moments to generate the results. 1. Select the Refresh link to determine if the report is ready to be downloaded. 2. Select Download from the drop-down menu. 3. The invoice displays in a new window. Print the invoice and retain for your records

15 Payment Accounts You can create bank accounts so that you can pay invoices electronically. Creating/Editing Bank Accounts Reviewing Payment Accounts Audit Data

16 Creating/Editing Bank Accounts 1. Select Payment Accounts from the Setup tab to add and edit all accounts used to pay invoices online. 2. To create a new bank account, go to Step 2a. To edit a current account, go to Step 2c. a. Select Create Payment Account at the top of the Payment Accounts page to display the Account Information tab. b. Complete the required fields and enter any optional information. Go to Step 3. c. Select Edit Account from the drop-down menu for any account you need to update; the Account Information tab displays the current account information

17 If you are the only person that should be viewing, editing, or using the account for payment, select the Only I can view/edit/use this account for payment checkbox. The account is activated to make payments only when this checkbox is selected; it should remain checked unless the account is no longer being used. 3. Select Save at the bottom of the page when the information is complete. 4. Select Return to Payment Accounts or Return Home after saving your information

18 Reviewing Payment Accounts Audit Data The Payment Accounts tab features an Audit History, which you can access from the Edit Payment screen. The Audit History tab will display the bank name, account name and account information. To see the history for any available payment account: 1. Select Payment Accounts from the Setup tab to add and edit all accounts used to pay invoices online. 2. Select Edit Account from the drop-down menu. 3. Select the History button at the top of the screen. 4. Select View from the drop-down menu for the record. 5. Select Back to review other records for this account, or select Close Window to return to the Edit Account Payment screen

19 Payment History Search for specific payments made to invoices. Searching for Payments

20 Searching for Payments Perform the following procedure to search for a payment. 1. Select Payment History from the Billing tab to display the Payments search page. 2. Enter payment search criteria and select Submit. 3. Sort columns as needed on the Search Results page

21 Create Reports You can generate information for specific invoice reports and payment reports. The Reports tab contains three subtabs: The Create Reports tab displays all available reports. Each report has search criteria and report format (PDF or CSV, for example). You can create a one-time report or schedule reports to run at specific time intervals. The Completed Reports tab lists all the reports that have been generated within the last 7 days. The Scheduled Reports tab displays any reports that have been set up to run for a specific start and end date. You can edit the reports or delete them from the scheduled run. Creating and Viewing On-Demand Reports Scheduling Reports

22 Creating and Viewing On-Demand Reports 1. Select Create from the drop-down menu for the report you want to generate from the Reports tab. Reports are categorized by Invoice or Payment report type. 2. Enter the parameters for the report and select Next to display the Format tab. 3. Enter the formatting options, including report output (CSV, HTML, or PDF), and sorting preferences. Do not select the Run this report on a regular schedule checkbox since you are submitting this as an on-demand report. 4. Select Submit to display the report on the Completed Reports tab

23 5. Your report may appear as running while the system generates your results. Depending on the size and complexity of the report, it may take a few moments to generate the results. Select the Refresh button to determine if the report is ready to be downloaded. 6. Once the report is available, the status changes to Complete. Select Download from the drop-down menu to generate the report in the format you selected

24 Scheduling Reports In addition to creating on-demand reports, you can also schedule them. For example, you can set up a report to be run once a week, and the report will run automatically at the designated time. Each report will have a feature to determine when the report should be run daily, weekly, and monthly. If another scheduled report runs during the time period already set for scheduled reports, ebilling creates another instance of the report, rather than replacing the previously-generated report. To schedule reports: 1. Select Create from the drop-down menu for the report you want to generate from the Reports tab. Reports are categorized by Invoice or Payment report type. 2. Enter the parameters for the report and select Next to display the Format tab

25 3. Enter the formatting options, including report output (CSV, HTML, or PDF), and sorting preferences. 4. Select the Run this report on a regular schedule checkbox and enter the scheduling parameters for the time frame you want to run the report. 5. After filling out scheduled criteria and selecting Submit, you receive a message that states Your report has been scheduled. 6. The report displays under the Scheduled Reports tab with a status of Pending until it runs. It will then have a status of Complete. Once you review the report, the status changes to Viewed. Once you schedule a report, you can edit the criteria by selecting the report on the Scheduled Reports tab. For example, if you currently run the report on a weekly basis but want to change it to run on a monthly basis, you can select Edit from the drop-down box and change the scheduling under the Format tab

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