Workflow for Processing Claims, Billing Patients, and Taking Payments

1. Appointment Check-in or Add Charges:

   • Once an appointment is checked in or after saving Add Charges, an encounter is automatically opened.

2. Accessing the Encounter and Superbills:

   • Click on the appointment to select the superbill from the pop-up menu, or:

     • Navigate to Appointments > Patient Encounters Screen, or

     • Use Search to find and open the encounter, then select the superbill.

3. Adding Diagnosis and Billing Codes:

   • All diagnosis and billing codes are entered on the superbill.

4. Finalizing Superbills:

   • Once all superbills are finalized, proceed to create claims.

5. Creating Claims:

   • To create claims:

     • Navigate to Batch Management under Billing and select "Create From Final" or

     • On the superbill, click "Open Claim."

6. Sending Claims Electronically:

   • In Batch Management, click "Send" to transmit the claims electronically.

7. Viewing Patient Balances:

   • All self-pay claims or billing codes will display the patient balance on the AR Summary Screen or Accounts Receivable Screen.

8. Processing Payer Payments:

   • All payer payments are recorded on the New ERA Management Screen.