Your needs when using the insured billing section in the patient chart within your CHR account may be different to other users. You can customize settings within the Insured Billing section of patient charts, impacting only your account.

Steps

1. From the patient chart, click Start/Open > Insured Billing.
The Insured Payments section opens.

2. Select the gear icon next to +New Payment.

3. The following insured payment settings can be modified.

Setting

Description

Default Status

Select Draft if you want your created billing items to remain in the CHR and manually submit to your billing provider.

Select Ready if you want your created billing items to automatically submit to your billing provider once saved.

📌 Note: This setting applies to your account only. You can also change this setting in Billing Settings.

See Changing the default billing status for your account.

Always use billing practitioner's default billing status.

If you create bills on behalf of providers at your clinic, you can select this option. This ensures that you use the correct default billing status for each provider.

Soft Validation (invalid record will be saved as Attention Required)

⚠️ Important: This function does not apply to Ontario billing.

Enabled: The system automatically checks the bill against the provincial insurer. If the bill is missing key information and you save it, the bill will automatically have an Attention Status.

Incorrect: Name, DOB, PHN
Missing: Referring Provider, Fee Items, ICD-9 code.

Disabled: You create an incomplete bill and are unable to save it. You receive a validation error which you have to address first before saving.

Remember last billing practitioner (Receptionist Only)

Enabled: The system remembers the last billing practitioner that you used when creating a bill.

This is useful when you are an admin staff, creating bills for one provider only, the provider name will automatically be selected every time you create an insured bill.

📌 Note: This only applies to users with the Role: Staff.

Remember last template specific fields (Manitoba User Only)

⚠️ Important: This function does not apply to Ontario and BC billing.

By default show advanced fields with referral practitioner (BC MSP Only)

Enabled: The Show Advance Fields and Referring Practitioner sections automatically expands when when creating an insured bill in British Columbia.

Remember last service date/ time

Enabled: When you create a bill, the system automatically adds the service date and time used for the previous bill.

Remember last billing item's custom fields

⚠️ Important: This function does not apply to Ontario billing

Custom fields = MOH group, Referring provider billing number, service location, WSIB

Focus the diagnostic code field after selecting a code

📌 Note: Default setting is enabled.

Fill finish time from the linked appointment

Enabled: When you create a bill, the system automatically adds the appointment end time. (BC MSP Only)

📌 Note: Default setting is enabled.

Fill Diagnostic codes from the latest billing item of this patient

Enabled: When you create a bill, the system automatically populates the diagnostic code used for the previous bill.

📌 Note: If you add a new diagnostic code in an encounter it will replace the diagnostic code used previously.

4. Click Save.

5. Refresh your screen to apply the changes.

📌 Note: From here you can customize your view of the Insured Payment section to view only the information you need to see, as well as change the layout. Select the gear icon to view the available columns:

  • To add a column, click to select it from the list (appears in blue).

  • To remove a column, deselect it from the list (appears in white).

  • To change the order of columns, click and drag the highlighted (blue) columns into the order you'd like them to appear.

    💡 Tip: To adjust the size of the columns, click and drag the grey divider line between the columns.


Updated, September 2021

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