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Claims (Daily)
- Billing Exceptions Resolve any entries.
- Charge Review Release or pend your charges.
- Charge Audit Correct and release charges.
- Charge Updates Review charge addendums and resubmit claims if necessary.
- Batch Claims Print paper claims. Log into the clearing house portal and work any electronic claims rejections.
- Rejections Work clearinghouse rejections.
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Payments (Daily)
- Batch Payments Resolve any entries.
- Release 835s Post your electronic remittance, advice and resolve any posting errors.
- Payment Balancing Balance your payment batches and resolve any discrepancies.
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Accounts Receivable (Daily)
- Open Zero Payments Work any ERAS listed. Ensure that any ERAS listed were released less than 5 days prior.
- Account Without payment and Without Action Note Identify patient accounts that require follow-up.
- Aging Identify aged unpaid accounts.
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Claims (Weekly)
- Incomplete Constants Review the work queue and resolve any entries.
- Delayed Claims Review and work.
- Release Claim Delay Send the claims you've worked back through scrubbing.
- Unbilled Aging Review the report.
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EMR Balancing (Weekly)
- Balance Your Visits Verify the number of visits are equal.
- Balance Your Copays Verify the total payments entered by the front desk have posted to the patient accounts.
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Management (Weekly)
- Follow-up Activity Report Review account productivity.
- Payment Productivity Review the total payments posted.
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Management (Monthly)
- Follow-up Activity Report Review account productivity.
- Account Notes Review notes added to patient accounts.
- Credit Balances Ensure credits are being addressed according to your clinic policy.
- Payment Productivity Review the total payments posted.
- Released 835s Verify that all ERAS have been worked.
- Month End Follow the Month End Procedures to close the month. You will be able to continue your monthly tasks the following business day. Review your Month End Reports.
- Patient Statements Generate your patient statements file.