interface/billing/sl_eob_help.php

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   4 <title>EOB Posting - Instructions</title>
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   6 <body>
   7 <center><h2>EOB Data Entry</h2></center>
   8
   9 <p>This module consists of two windows (not including this help page)
  10 and promotes efficient entry of EOB data.
  11
  12 <p>The first window is the invoice search page.  At the top you should
  13 enter a source (e.g. check number), pay date and check amount.  The reason for the
  14 source and pay date is so that you don't have to enter them over and over
  15 again for each claim.  The amount that you enter will be decreased for each
  16 invoice that is given part of the payment, and hopefully will end at zero
  17 when you are done.
  18
  19 <p>Just below the check information is a blue area where you put in your
  20 search parameters.  You can search by patient name, chart number, encounter
  21 number or date of service, or any combination of these.  You may also select
  22 whether you want to see all invoices, open invoices, or only invoices that
  23 are due (by the patient).  Click the Search button to perform the search.
  24
  25 <p>Upon searching you are presented with a list of invoices.  Click on one
  26 of the invoice numbers to open the second window, which is the data entry
  27 page.  You may also click on a patient name if you want to enter a note that
  28 the front office staff will see when the patient checks in, and you may
  29 select invoices to appear on patient statements and print those statements.
  30
  31 <p>Upon clicking an invoice number a "posting window" appears.  Here you can
  32 change the due date and notes for the invoice, select the party for whom you
  33 are posting, and select the insurances for which all expected paymants have
  34 been received.  Most importantly, for each billing code for which an amount
  35 was charged, you can enter payment and adjustment information.
  36
  37 <p>The Source and Date columns are copied from the first page, so normally
  38 you will not need to touch those.  You can put a payment amount in the Pay
  39 column, an adjustment amount in the Adjust column, or both.  You can also click
  40 the "W" on the right to automatically compute an adjustment value that
  41 writes off the remainder of the charge for that line item.
  42
  43 <p>Pay attention to the "Done with" checkboxes.  After the insurances are
  44 marked complete then we will start asking the patient to pay the remaining
  45 balance; if you fail to mark all of the insurances complete then the remaining
  46 amount will not be collected!  Also if there is a balance that the patient
  47 should pay, then set the due date appropriately, as this will affect the
  48 language that appears on patient statements.
  49
  50 <p>After the information is correctly entered, click the Save button.
  51
  52 <p>Another thing you can do in the posting window is request secondary billing.
  53 If you select this checkbox before saving, then the original claim will be
  54 re-opened on the Billing page, and you will be able to select the new insurance
  55 to be billed during the next billing run.
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