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Use this task to modify a practice.
The practice configuration includes information collected on the following tabs:
- General Practice Information Tab
- Affiliated Facilities Tab
- Affiliated Providers Tab
- Fee Schedules Tab
- Group Numbers Tab
- Statements Tab
- Pre-Collections Tab
- Guarantor Collections Tab
- Insurance Collections Tab
- External Collection Agencies Tab
- Refunds Tab
- Outcomes Tab
- Miscellaneous Tab
- Provider Groups Tab
Step-By-Step Guide
Step | Instructions | Additional Information | ||||
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1 | General Practice Information Tab From the Practices page, select the practice to be updated. | |||||
2 | Click Update. The Practice: [name]page opens with the General Practice Information tab displayed to collect or modify demographic information and business rules for aging accounts receivables and determining the rendering provider on anesthesia cases. Update the relevant information via the applicable steps below... | |||||
3 | In the Practice Name and Address section, select the Practice Type option:
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4 | Enter the name of the practice in the Practice Name field. | |||||
5 | (Optional) If Solo Provider is selected for the Practice Type, enter the name of the provider who owns the practice in the Solo Name field. |
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6 | Enter of the street address for the practice in the Address line 1 and line 2 fields, if applicable. | |||||
7 | Enter the zip code for the practice in the Zip Code field. | |||||
8 | (Optional) Enter the name of the city for the practice in the City field. |
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9 | (Optional) Open the State drop down list and select the state for the practice. |
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10 | (Optional) Select the Use practice's state as default checkbox if the state of the practice will be the default value for all states entered when creating records that require a state | |||||
11 | In the Remittance Address section, select the Same as physical address checkbox to use the same practice address entered in the Practice Name and Address section for the remittance address. | |||||
12 | If the Same as physical address checkbox is not selected, then populate the remittance address details in the Address, City, State, and Zip Code fields. |
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13 | In the Anesthesia Rendering Provider Selection section, open the Rendering drop down list and select the option for determining the rendering provider for billing purposes. | |||||
14 | In the Phone Numbers section, enter the name of the primary contact for the practice in the Contact Name field. | |||||
15 | Enter the phone number for the primary contact of the practice in the Contact Number and Ext. fields. | |||||
16 | (Optional) Enter the facsimile number of the practice in the Fax Number and Ext. fields. | |||||
17 | (Optional) Enter the telephone number where you want to direct billing inquiries in the Billing Inquiries and Ext. fields. | |||||
18 | In the Tax ID section, open the Tax ID Number drop down list and select the format the practice uses for reporting tax information. | |||||
19 | In the EIN or SSN field, enter the practice's Employer Identification Number or Social Security Number. |
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20 | In the AR Aging Buckets section, specify the number of days for each aging bucket in the Intervals (days) fields. | |||||
21 | In the Account Dates section, select the Charge option to specify the date used for recording charges in Back Office: Date of Service, Posted Date, or Accounting Date. |
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22 | Select the Payment option to specify the date used for recording payments in Back Office: Posted Date or Accounting Date. By default, Posted Date is selected, indicating payments are tracked and reported by the date the payment is posted regardless of when the payment is entered. |
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23 | If Accounting Date is selected for the Charge option, then enter or select the date that charges can be accepted in charge entry in the Active Date field. |
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24 | In the Account Prefix section, enter a 1 to 3 letter alpha prefix. |
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25 | Click Apply. | |||||
26 | Affiliated Facilities Tab Click the Affiliated Facilities tab to update the facilities affiliated with the practice or modify a facility-specific, custom billing provider address. | |||||
27 | Select the checkboxes next to the facility names of all facilities associated with the practice. OR Remove the checkmark from the facility to remove the affiliation to the practice. |
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28 | (Optional) To assign a facility-specific billing provider address:
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29 | Click Apply. | |||||
30 | Affiliated Providers Tab Click the Affiliated Providers tab to update the affiliated providers list used in Connect Back Office for specifying the provider who treated the patient on the case. | |||||
31 | Open the Filter drop down list and select which list of providers to view. Options include:
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32 | Select the checkbox of any provider to affiliate to the practice. OR Remove the checkmark from the provider to remove the affiliation to the practice. |
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33 | Click Apply. | |||||
34 | Fee Schedules Tab Click the Fee Schedules tab to select and modify the fee schedules. Refer to the Updating Fee Schedules topic for details and the necessary steps for completing this activity. | |||||
35 | Group Numbers Tab Click the Group Numbers tab to record or modify the general or facility-specific group NPI numbers for the practice. | |||||
36 | Select the Group NPI Type option to identify how individual provider groups are identified for the practice:
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37 | If General was selected for the Group NPI Type, then enter the group NPI numbers for the following provider groups:
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38 | In the Taxonomy Codes section, open a provider group's drop down list and select a specialty. | |||||
39 | If Facility-Specific was selected for the Group NPI Type, the Facility-Specific table is enabled for input. Enter the gropus NPI numbers for the following provider groups at each facility:
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40 | Click Apply. | |||||
41 | Statements Tab Click the Statements tab to update the configuration rules for generating statements. |
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42 | In the Content section, select the relevant option(s):
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43 | Select the Show credit card payment options checkbox, if applicable.
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44 | Enter the office hours in the Office Hours field. e.g., Monday - Friday, 8am - 5pm | |||||
45 | Open the Statement Language drop down list and select the language in which the statement is printed. | |||||
46 | Enter the message to print for the aging interval. |
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47 | Select the Payment resets statement message level checkbox, if applicable. | |||||
48 | In the Procedure Description section, select the procedure description to be printed on the generated statement.
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49 | In the Frequency section, enter the interval (in days) which statements will be generated in the Allow statement to be generated for an account every ___ days field. |
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50 | In the Suppression section, select the relevant option(s):
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51 | In the DMA Address Correction section, select the relevant option(s):
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52 | Click Apply. | |||||
53 | Pre-Collections Tab Click the Pre-Collectionstab to define or modify the rules for selecting and managing service fee lines for pre-collections done by a pre-collections service, such as Transworld. |
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54 | In the Transworld Letters section, set the thresholds for selecting service fee lines for the Transworld pre-collections service by entering:
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55 | To set the flag in the Stop file to alert the pre-collection agency to send a Thank You letter, select the Send thank you letter when fees are pain in full checkbox. | |||||
56 | In the Transworld Exclusions section, enter the following information to exclude service fee lines that have been selected for pre-collections after payment activity has occurred, but before the service fee line is sent to the pre-collections service:
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57 | If a service line's last transaction code is EXCOL (external collections), you can opt to exclude this from Stop files by selecting the Exclude External Collection Adjustments in Stop File checkbox. | |||||
58 | Click Apply. | |||||
59 | Guarantor Collections Tab Click the Guarantor Collections tab to configure or modify the guarantor collection rules and actions for executing the internal collector effort for the practice. | |||||
60 | Select the Enable Guarantor Collections checkbox to enable guarantor collections for the practice. A confirmation message opens. Image Added |
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61 | Click Yes to continue. Click No to cancel the guarantor collections configuration. | |||||
62 | In the Guarantor Collections Activation section, enter the dollar amount and number of days to use as criteria for tagging delinquent guarantor accounts for internal collections. | |||||
63 | In the Payment Plans section, select the relevant option(s):
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64 | In the Guarantor Collector Assignment section, select the Role Type option to specify the assignment criteria:
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65 | In the Assignment Rules table, specify the criteria for selecting the accounts assigned to the internal collector.
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66 | Open the Default Collector drop down list and select the internal collector to which accounts are assigned based on the assignment rules. | |||||
67 | In the Action Types table, add action types that internal collectors perform related to guarantor collections. Refer to the Guarantor Collections Tab topic for the steps necessary to add an action. | |||||
68 | Click Apply. | |||||
69 | Insurance Collections Tab Click the Insurance Collections tab to configure or modify insurance collection rules and actions for executing collection efforts. | |||||
70 | Select the Enable Insurance Collections checkbox to enable insurance collections for the practice. A confirmation message opens. Image Added |
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71 | Click Yes to continue. Click No to cancel the insurance collections configuration. | |||||
72 | In the Insurance Collections Activation section, enter the dollar amount and number of days to use as criteria for selecting delinquent insurance accounts. | |||||
73 | In the Insurance Collector Assignment section, select the Role Type option to specify the assignment criteria:
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74 | In the Assignment Rules table, specify the criteria for tagging guarantor accounts assigned to the internal collector.
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75 | Open the Default Collector drop down list and select the internal collector to which accounts are assigned based on the assignment rules. | |||||
76 | In the Action Types table, add action types that internal collectors perform related to the internal collections effort. Refer to the Insurance Collections Tab topic for the steps necessary to add an action. | |||||
77 | Click Apply. | |||||
78 | External Collection Agencies Tab Click the External Collection Agencies tab to configure or modify the external collection agencies. |
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79 | In the Payment Exclusions section, enter the number of days used to rule out a service fee line to which a payment has been applied on guarantor accounts flagged as transfer to external collections in the Payment made with ___ days field. |
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80 | Enter the dollar amount used as a measure for the payment applied to the service fee line in the Payment made dollar minimum field.
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81 | Enter the percentage value used as a measure for the payment applied to the service fee line in the Payment made percent minimum field. |
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82 | In the Reassignments section, select the Auto reassignments checkbox to activate the automated external collection process. |
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83 | In the Returned Mail section, select the Automatically roll accounts flagged as returned mail to external collections checkbox to activate this rule for returned mail. | |||||
84 | In the external collection agency table, assign the external collection agency to the practice:
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85 | Click Apply. | |||||
86 | Refunds Tab Click the Refunds tab to configure or modify refund options for printing checks or exporting check information to a third-party accounting package, for example, Intuit® and QuickBooks®. | |||||
87 | Open the Print Options drop down list and select one of the available options:
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88 | Update the applicable fields to print on the check when processing refunds.
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89 | Clint Print Preview to see the layout of the information will be print on the check. | |||||
90 | Click Apply. | |||||
91 | Outcomes Tab Click the Outcomes tab to manage outcomes at the practice level. | |||||
92 | Select the checkbox in the Default column for each outcomes to auto-populate when clicking Add Group during charge entry. (Case > Outcomes > Add Group). | |||||
93 | Enter the alphanumeric modifier for the AQI ASA measure associated with the outcome in the Default Value Modifier field. This field can accept up to five characters. |
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94 | Click Apply. | |||||
95 | Miscellaneous Tab Click the Miscellaneoustab to set options for processing case information, payments, and other pertinent information in Connect Back Office and Connect Front Office. | |||||
96 | (Optional) Select and update the relevant miscellaneous options, if applicable. Refer to the Miscellaneous Tab topic for additional details about the available options. | |||||
97 | Click Apply. | |||||
98 | Provider Groups Tab Click the Provider Groups tab to group providers for viewing purposes in Connect Front Office. | |||||
99 | To add a new provider group, click Create. The Provider Group: New page opens. |
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100 | Enter the name of the group in the Name field. | |||||
101 | Enter a description for the group in the Description field. | |||||
102 | Select the provider(s) to add to the group from the Available Providers list. |
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103 | Click the Add (Image Added) arrow to move the selected provider(s) to the Group Members list. |
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104 | Click Apply. | |||||
105 | Click Save to save and close the page. |
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