Billing I. Participant Workbook

Transcription

1 Billing I Vision 5.2 (March 2015) Participant Workbook SourceMedical

2 Learning Center of Excellence Last change made: March Source Medical Solutions, Inc. All Rights Reserved. This document contains unpublished, confidential and proprietary information of Source Medical Solutions, Inc. Any unauthorized use, reproduction or transfer of this document without the express written consent of Source Medical Solutions, Inc. is strictly prohibited. This system is intended for use with Source Medical Solutions licensed software. Vision is a registered trademark of Source Medical Solutions, Inc. All other products or company names are used for identification purposes only and may be trademarks of their respective owners. CPT codes, descriptions, and material only are copyright American Medical Association (AMA). All rights reserved. No fee schedules, basic units, related values or related listings are included in CPT. AMA does not directly or indirectly practice medicine or dispense medical services. AMA assumes no liability for data contained or not contained herein. The responsibility for the content of any "National Correct Coding Policy" included in this product is with the Health Care Financing Administration and no endorsement by the AMA is intended or should be implied. The AMA disclaims responsibility for any consequences or liabilities attributable to or related to any use, non-use or interpretation of information contained in this product. The images, descriptions, and examples used in the documentation are illustrations only and not meant to track one patient throughout the data entry process. All patients and patient data are for illustrative purposes only and do not represent actual patients. Any reference to an actual person is purely coincidental. Material in this publication is subject to change without notice. If you detect any errors or omissions, or have comments or suggestions for changes, please the Learning Center of Excellence contact at lcoe@sourcemed.net. Source Medical Solutions, Inc. Attn: Learning Center of Excellence 866 North Main Street Ext. Wallingford, CT Fax: Inc. is strictly prohibited. Page 2

3 Table of Contents Vision Layout... 4 Vision Managers... 5 Financial Manager... 6 Billing Periods... 6 Batches... 7 Selecting the Patient, Case, and Batch... 8 Deposits... 8 The Post Charges Module... 9 Pending versus Posted Charges... 9 Related Activities... 9 Posting Procedure Charges...10 Posting Time-of-Billing (Contractual) Adjustments...10 Additional Dx and E.P.S.D.T Apply, Save, Save & New, and Clear Fields...11 Posting Resource Charges...11 The Modify Transactions Module...12 Editing Charges...12 Ordering Charges...13 Deleting Charges in an Open Batch...13 Voiding Charges in a Closed Batch (in an Open Billing Period)...13 Case Procedure/Diagnosis Update...14 Marking the Procedure Unperformed...14 The Claims Manager...15 Claim Type Update...16 Patient Notes...16 Inc. is strictly prohibited. Page 3

4 Vision Layout Drop-down Menu Bar Quick Launch Toolbar Managers Open Windows Inc. is strictly prohibited. Page 4

5 Vision Managers Direct-Link Window Related Activities Tasks Reports Inc. is strictly prohibited. Page 5

6 Financial Manager Billing Periods Inc. is strictly prohibited. Page 6

7 Batches Inc. is strictly prohibited. Page 7

8 Selecting the Patient, Case, and Batch Searches can be performed by the Patient s: Last, First Name (partial searches allowed) Date of Birth (XX/XX/XXXX) Social Security Number (XXX-XX-XXXX) Medical Record Number Deposits Inc. is strictly prohibited. Page 8

9 The Post Charges Module Pending versus Posted Charges Related Activities Inc. is strictly prohibited. Page 9

10 Posting Procedure Charges Posting Time-of-Billing (Contractual) Adjustments Inc. is strictly prohibited. Page 10

11 Additional Dx and E.P.S.D.T. Apply, Save, Save & New, and Clear Fields Posting Resource Charges Inc. is strictly prohibited. Page 11

12 The Modify Transactions Module Editing Charges Inc. is strictly prohibited. Page 12

13 Ordering Charges Deleting Charges in an Open Batch Voiding Charges in a Closed Batch (in an Open Billing Period) Inc. is strictly prohibited. Page 13

14 Case Procedure/Diagnosis Update Marking the Procedure Unperformed Inc. is strictly prohibited. Page 14

15 The Claims Manager Inc. is strictly prohibited. Page 15

16 Claim Type Update Patient Notes Inc. is strictly prohibited. Page 16