OfficeMate User's Guide - OfficeMate Software Solutions

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Contents Recording Insurance Payments Using Electronic Remittance Advice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194 Recording Insurance Chargebacks . . . . . . . . . . . . . . . 205 Adjusting, Transferring, & Writing Off Charges . . . . . . . 209 Adjusting Charges . . . . . . . . . . . . . . . . . . . . . . . . 209 Transferring Charges . . . . . . . . . . . . . . . . . . . . . . 219 Writing Off Charges . . . . . . . . . . . . . . . . . . . . . . . 226 Modifying Payments Using the Receipt History . . . . . . . 228 8 Using the Patient Ledger . . . . . . . . . . . . 231 Opening a Patient’s Ledger . . . . . . . . . . . . . . . . . . . . 232 Viewing, Editing, & Creating Fee Slips . . . . . . . . . . . . . 234 Viewing & Modifying Receipts . . . . . . . . . . . . . . . . . . . 239 Returning Products . . . . . . . . . . . . . . . . . . . . . . . . . . 242 Adjusting Charges . . . . . . . . . . . . . . . . . . . . . . . . . . . 244 Adding Additional Data to Fee Slip Line Items . . . . . . . 245 Refunding Patient Credits . . . . . . . . . . . . . . . . . . . . . . 246 Printing the Patient Ledger . . . . . . . . . . . . . . . . . . . . . 247 Viewing & Printing Statements . . . . . . . . . . . . . . . . . . 248 9 Maintaining Inventory Information . . . . . 249 Maintaining Inventory Information . . . . . . . . . . . . . . . 249 10 Processing Insurance Claims . . . . . . . . . 269 Processing CMS 1500 Claims . . . . . . . . . . . . . . . . . . . 269 Opening the Third Party Processing Window . . . . . . 270 Maintaining Third-Party Receiver Information . . . . . 270 viii OfficeMate User’s Guide
Contents Searching for Insurance Claims . . . . . . . . . . . . . . . 271 Correcting Errors in Insurance Claims . . . . . . . . . . . 273 Recording Additional Information on the CMS 1500 Form & ANSI File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 Printing Insurance Claims . . . . . . . . . . . . . . . . . . . 286 Exporting Insurance Claims . . . . . . . . . . . . . . . . . . 286 Using the Batch History . . . . . . . . . . . . . . . . . . . . . 288 Releasing & Closing Claims on Hold . . . . . . . . . . . . 290 Processing UB-04 Claims . . . . . . . . . . . . . . . . . . . . . . 292 Opening the UB-04 Claims Window . . . . . . . . . . . . 293 Selecting UB-04 Claims . . . . . . . . . . . . . . . . . . . . . 293 Correcting Errors in UB-04 Claims . . . . . . . . . . . . . 295 Recording Additional Information on the UB-04 Form 298 Printing UB-04 Claims . . . . . . . . . . . . . . . . . . . . . . 302 Exporting UB-04 Claims . . . . . . . . . . . . . . . . . . . . 302 Using the UB-04 Billing History . . . . . . . . . . . . . . . 303 Reopening & Closing UB-04 Claims on Hold . . . . . . 305 11 Using the VSP Interface. . . . . . . . . . . . . 309 Getting Member Eligibility & VSP Authorization . . . . . . . 309 Recording VSP Orders . . . . . . . . . . . . . . . . . . . . . . . . 321 Pricing VSP Orders . . . . . . . . . . . . . . . . . . . . . . . . . . 324 Recording VSP Fee Slips . . . . . . . . . . . . . . . . . . . . . . 326 Researching VSP Insurance Claims & Lab Orders . . . . . 328 12 Creating & Printing Reports & Statements 329 Opening the Reports, Statements & Graphs Window . . 330 Adding & Removing Reports From Tabs . . . . . . . . . . . 330 OfficeMate User’s Guide ix
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Page 3 and 4: CONTENTS 1 Getting Started. . . . .
Page 5: Contents 5 Creating & Recording Fee
Page 9 and 10: Contents Deleted Patients . . . . .
Page 11 and 12: Contents Physical Inventory Varianc
Page 13 and 14: Contents 16 Maintaining Documents .
Page 15 and 16: CHAPTER 1 Getting Started In this c
Page 17 and 18: Chapter 1 Getting Started OfficeMat
Page 23 and 24: Chapter 1 Getting Started Setting u
Page 29 and 30: CHAPTER 2 Creating, Modifying, & De
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CHAPTER 3 Ordering & Tracking Presc
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Chapter 3 Ordering & Tracking Presc
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CHAPTER 4 Recalling Patients In thi
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Chapter 4 Recalling Patients Creati
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Chapter 4 Recalling Patients Printi
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CHAPTER 5 Creating & Recording Fee
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Chapter 5 Creating & Recording Fee
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CHAPTER 6 Scheduling, Moving, & Can
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Chapter 6 Scheduling, Moving, & Can
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CHAPTER 7 Recording Receipts & Adju
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Chapter 7 Recording Receipts & Adju
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CHAPTER 8 Using the Patient Ledger
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Chapter 8 Using the Patient Ledger
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CHAPTER 9 Maintaining Inventory Inf
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Chapter 9 Maintaining Inventory Inf
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CHAPTER 10 Processing Insurance Cla
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Chapter 10 Processing Insurance Cla
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CHAPTER 11 Using the VSP Interface
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Chapter 11 Using the VSP Interface
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CHAPTER 12 Creating & Printing Repo
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CHAPTER 13 Using the General Ledger
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CHAPTER 14 Using the Task Manager,
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CHAPTER 15 Printing Correspondences
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CHAPTER 16 Maintaining Documents In
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CHAPTER 17 Getting Support In this
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APPENDIX A Processing End of Day In
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Appendix A Processing End of Day S
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Appendix A Processing End of Day
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APPENDIX B Backing Up & Restoring D
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Appendix B Backing Up & Restoring D
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INDEX Symbols =, 66, 75, 76, 83, 84
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Index box 9A, 277 box 9C, 277 box 1
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Index resolving overpayments, 202 r
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Index implementation, 9 Include Ina
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Index F4, 6 F5, 7 right-click funct
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Index purchase orders creating, 253
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Index Referring Physician Listing,
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Index box 43, 300 box 44, 300 box 4
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