End of Day Process

1. When all superbills are finalized, then click Billing.

2. Click Batch Management.

3. Click Create from Final.

4. Click the Expand button (greater than sign) to see any errors.

5. Open the claim and click Approved to fix any claim errors. If there is a missing diagnosis or assigned diagnosis, click Superbill at top of screen and fix the issue on the superbill. Click Open Claim and approve.

6. All primary payer claims must be in the approved status to send claims.

7. Go to Deposit and select today’s deposit.

8. Make sure all your deposits are displayed. If not click Add Payer Payments and filter to add payments to today’s deposit. You can check multiple payments to add.

9. Click the Patient Payment tab and click Add Patient Payments.

10. Click Reports.

11. Click Financial Reports.

12. Select the Report type you need.

13. Select the Facility for a specific facility report to leave it to All for all the facilities.

14. Select the Provider for a specific provider report to leave it to All for all the providers.

15. You can also select the referring physician if needed

16. You can also generate the report for a specific patient or leave it to All for all the patients.

17. Select today’s date as the range. 

18. Click Generate to generate a PDF of the report or View if you want to export to Excel.

19. Compare the charges to the superbills total charges.

20. Compare the insurance and patient payment totals.