Working with Insurance

Processing Unbilled Procedures

Unbilled procedures are procedures that have been completed and posted to patient ledgers, but not yet billed to an insurance company.

To process unbilled procedures:

1. Click the location’s Home tab. The Home window displays the claim statistics at the bottom.

2. In the Claim Stats section, click Unbilled Procedures.

OR

On the Home tab, select To Do > Unbilled Procedures.

The Unbilled Procedures window displays a list of patients for whom billable work has been completed, but not billed to their insurance companies.

Note:   You can filter the list by patients, providers, payers, a service date or range, or a revenue value range.

3. Click an item in the list to view summary details and insurance information, to view the patient’s ledger, or to manage claims for the patient.

4. Click Create New Claim. The Create Insurance Claim window is displayed with a list of the patient's unbilled procedures.

5. Select the procedures to include in the claim.

6. Click Create.

 

Related Topics

Adding New Insurance Payers

Editing Insurance Payers

Adding New Insurance Plans

Editing Insurance Plans

Setting Coverage Details and Benefits by Category on an Insurance Plan

Importing Coverage Details to an Insurance Plan

Setting Up Insurance Claim Processing

Managing Insurance Claims

Canceling and Resubmitting Insurance Claims

Submitting Secondary and Other Claims

Using ICD-10 Medical Diagnosis Codes and Submitting Medical Claims

Using CPT Codes for Medical Billing

Viewing Insurance Claims Statistics

Printing Insurance Claims

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