Documentation/User_Guide/09.html

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   6 <title>OpenEMR v3.2.0 Users Guide - Basic Billing</title>
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  13 <h1>OpenEMR Users Guide (version 3.2.0)</h1>
  14 <h3>Table of Contents</h3>
  15 <ul>
  16 <li><a href="01.html">Getting Started</a></li>
  17 <ul><!-- InstanceBeginEditable name="TOC1" --><!-- InstanceEndEditable --></ul>
  18 <li><a href="02.html">Main Screen & Navigation</a></li>
  19 <ul><!-- InstanceBeginEditable name="TOC2" --><!-- InstanceEndEditable --></ul>
  20 <li><a href="03.html">Setting Up Your Clinic</a></li>
  21 <ul><!-- InstanceBeginEditable name="TOC3" --><!-- InstanceEndEditable --></ul>
  22 <li><a href="04.html">Adding a New Patient</a></li>
  23 <ul><!-- InstanceBeginEditable name="TOC4" --><!-- InstanceEndEditable --></ul>
  24 <li><a href="05.html">Using the Calendar</a></li>
  25 <ul><!-- InstanceBeginEditable name="TOC5" --><!-- InstanceEndEditable --></ul>
  26 <li><a href="06.html">New Encounters & Coding</a></li>
  27 <ul><!-- InstanceBeginEditable name="TOC6" --><!-- InstanceEndEditable --></ul>
  28 <li><a href="07.html">Issues & Immunizations</a></li>
  29 <ul><!-- InstanceBeginEditable name="TOC7" --><!-- InstanceEndEditable --></ul>
  30 <li><a href="08.html">Patient Notes & Transactions</a></li>
  31 <ul><!-- InstanceBeginEditable name="TOC8" --><!-- InstanceEndEditable --></ul>
  32 <li><a href="09.html">Basic Billing</a></li>
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  34 <li>Billing Reports</li>
  35 <li>Generating Claims</li>
  36 <li>Generating HCFA Forms</li>
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  38 <li><a href="10.html">Accounting & Receivables</a></li>
  39 <ul><!-- InstanceBeginEditable name="TOC10" --><!-- InstanceEndEditable --></ul>
  40 <li><a href="11.html">Reporting</a></li>
  41 <ul><!-- InstanceBeginEditable name="TOC11" --><!-- InstanceEndEditable --></ul>
  42 <li><a href="index.html">Index</a></li>
  43 </ul>
  44 <br />
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  51 <h2>Basic Billing</h2>
  52 <p>Only the Administrator,  authorized users, and those with Access Control designated as  'Accounting' in their user profile can access OpenEMR's Billing  system.</p>
  53 <img src="processed/099.png" />
  54 <p>To begin, log in with your  designated username and password.</p>
  55 <img src="processed/100.png" />
  56 <p>Select 'Fees - Billing'  from the navigation menu on the left.  This brings you to the main  Billing screen.  This will present you with options to generate a  variety of printable and electronic claims and reports.</p>
  57 <h3>Billing Reports</h3>
  58 <p>The Billing Report page  will automatically display any billable encounters that were  generated today.  To view billables from a different time period  enter the 'From' and 'To' dates using the date selection tool, and  click 'Update List' in the top right corner of the screen.</p>
  59 <img src="processed/101.png" />
  60 <p>The list should now  display all billables from the selected date range.</p>
  61 <img src="processed/102.png" />
  62 <h3>Generating Claims</h3>
  63 <p>Clicking the checkbox to  the right of the desired encounter will enable a set of buttons for  generating claims.  Your system should be configured with the  appropriate set of forms for the insurance companies and  clearinghouses used by your clinic.</p>
  64 <img src="processed/103.png" />
  65 <p>Click 'Generate X12' to  create a claim file that is suitable for sending to the  clearinghouse.</p>
  66 <p>OpenEMR will present you  with a confirmation popup, reminding you to check the log file after  you have finished generating your claims.</p>
  67 <img src="processed/104.png" />
  68 <p>Click 'OK' to proceed.</p>
  69 <p>The standard Save File  dialog should appear, allowing you to save the generated batch file  to your computer. </p>
  70 <img src="processed/105.png" />
  71 <p>Once the file has been  saved, click 'View Log' to check whether the claims were generated  successfully.</p>
  72 <img src="processed/106.png" />
  73 <p>If there were any errors  in the claim generation process, they will be displayed here.   Otherwise you will see a note indicating that the file was generated  successfully.</p>
  74 <img src="processed/107.png" />
  75 <p>The downloaded claim file  should contain the necessary encounter information, formatted for  billing.  This is what will be sent to the clearinghouse, by  whatever method has been specified. </p>
  76 <img src="processed/108.png" />
  77 <p>Uncheck 'Show Unbilled  Only' and click 'Update List' to refresh the billing list and see the  updated status of the encounter.</p>
  78 <img src="processed/109.png" />
  79 <p>Click 'Mark as Cleared' to  indicate that billing has been completed for this encounter.</p>
  80 <p>You will then be presented  with a screen indicating that the  claim has been “marked as billed only.”</p>
  81 <img src="processed/110.png" />
  82 <p>Click 'Back' to return to  the Billing Report page.</p>
  83 <h3>Generating HCFA Forms</h3>
  84 <p>In OpenEMR multiple forms  may be generated for each claim. </p>
  85 <p>For example, re-enter the  desired date range, uncheck 'Show Unbilled Only' and click 'Update  List' again to show the current status of the claim.  You can see  that the claim has been “Marked as cleared.”</p>
  86 <img src="processed/111.png" />
  87 <p>Check the box to the right  of the encounter and click 'Generate CMS 1500'.</p>
  88 <p>OpenEMR will now generate  a PDF of the HCFA claim, based on the standard HCFA form template.   The new form can be viewed using a PDF viewer, or printed  automatically on a pre-printed HCFA 1500 form, depending on your  system's configuration. </p>
  89 <img src="processed/112.png" />
  90 <p>Returning to the Billing  Report and clicking 'Update List', you can see that the status of the  billable encounter has been updated.</p>
  91 <img src="processed/113.png" /><br><br>
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