Your needs when using the Insured Billing section in the patient chart may be different to other users'. You can customize settings within the Insured Billing section of patient charts, impacting only your account. For example, if you are a front-end staff creating bills for one provider, you can customise your settings that the CHR remembers the billing provider's name every time you create a bill.

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 bills that you create to remain in the CHR, and you will manually submit them to your billing provider.

Select Ready if you want bills that you create to automatically submit to your billing provider once saved.

๐Ÿ“Œ Note: 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)

โš ๏ธ Important: This setting 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 Required status.

Disabled: You are unable to save a bill if it is missing information. A validation error appears.

Remember last billing practitioner (Receptionist Only)

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

This is useful when you are a front-end staff creating bills for one provider only. The provider's name will automatically be selected every time you create an insured bill from the patient's chart (not associated to an appointment).

๐Ÿ“Œ Note: This only applies to users with the Staff role.

Remember last template specific fields (Manitoba User Only)

The system remembers the last hospital code that you used when creating an insured bill in Manitoba.

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

The Show Advanced Fields and Referring Practitioner sections automatically expand when creating an insured bill in British Columbia.

See Setting Advanced Fields and referring practitioner to display by default in billing items.

Remember last service date/time

When you create a bill, the system automatically adds the service date and time used for the previous bill for the patient and not the current date.

Remember last billing item's custom fields

When you create a bill, the system automatically adds the custom fields used for the previous bill.

Example of a custom fields: Location, Payment Issuer, Provider, Clinic Site ID, Provider ID, Specialty.

๐Ÿ“Œ Note: Custom fields in a bill differ in every province.

โš ๏ธ Important: This function does not apply to Ontario billing.

Focus the diagnostic code field after selecting a code

This setting is enabled by default

Under Diagnosis codes, once you selected a diagnostic code and description from the list, you are automatically brought to another diagnosis code search field.

Fill finish time from the linked appointment

โš ๏ธ Important: This function does not apply to Ontario billing.

When you create a bill, the system automatically adds the appointment end time in British Columbia and Manitoba.

๐Ÿ“Œ Note: The setting is enabled by default.

Fill Diagnosis codes from the latest billing item of this patient

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

๐Ÿ“Œ 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.

Updated, November 24, 2021

Did this answer your question?