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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...

In the Practice Name and Address section, select the Practice Type option:

• Group
• Solo Provider

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.

(Optional) To assign a facility-specific billing provider address:

1. Select the facility in the table.
2. Select the Facility Specific option in the Custom Billing Provider Address section.
3. Enter the address in the Address, City, State, and Zip Code fields.
4. Click Save.

Open the Filter drop down list and select which list of providers to view. Options include:

• All Providers (default)
• Affiliated Providers
• Unaffiliated Providers

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.

Select the Group NPI Type option to identify how individual provider groups are identified for the practice:

• General
• Facility-Specific 

If General was selected for the Group NPI Type, then enter the group NPI numbers for the following provider groups:

• Physicians Group
• PA Group
• CRNA Group
• AA Group

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:

• Physician Group
• CRNA Group
• PA Group
• AA Group

In the Content section, select the relevant option(s):

• Include Rendering Physician Name
• Only Use Remittance Address on Statements 

Select the Show credit card payment options checkbox, if applicable.

• If selected, mark the relevant credit cards accepted by the practice. Selected options will display on the statement.

Enter the message to print for the aging interval.

In the Procedure Description section, select the procedure description to be printed on the generated statement.

• If Custom is selected, enter the text for the different scenarios:
  • Non-anesthesia procedure
  • Anesthesia procedure performed by Physician
  • Anesthesia procedures performed by non-Physician 

In the Suppression section, select the relevant option(s):

• Do not generate if account has a credit balance, a zero balance, or a balance less than $___
  • If this option is selected, enter the balance amount in the open field 
• Do not generate if the account is flagged as Returned Mail

In the DMA Address Correction section, select the relevant option(s):

• Automatically apply NCOA/ACS address updates
• Automatically apply Returned Mail Status

In the Transworld Letters section, set the thresholds for selecting service fee lines for the Transworld pre-collections service by entering:

• Day Threshold
• Dollar Threshold 

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:

• Payment made with ___ days
• Payment made dollar minimum
• Payment made percent minimum 

Select the Enable Guarantor Collections checkbox to enable guarantor collections for the practice. A confirmation message opens.

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• Enable Payment Plans
• Force account to collections if a payment is missed
  • If selected, enter the Missed payment grace period (days). 

In the Guarantor Collector Assignment section, select the Role Type option to specify the assignment criteria:

• Name Range
• Balance Range 

In the Assignment Rules table, specify the criteria for selecting the accounts assigned to the internal collector.

1. In the From field, select the starting letter of the alphabet (Name Range) or enter the beginning amount (Balance Range).
2. In the To field, select the ending letter of the alphabet (Name Range) or enter the ending amount (Balance Range).
3. In the Missed Payment Plan, select the checkbox if the collector is responsible for collecting on an account with a payment plan when a payment is missed.
4. In the Collector field, select the person responsible for collecting on guarantor accounts that meet either the name range or balance range specified.

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.

Select the Enable Insurance Collections checkbox to enable insurance collections for the practice. A confirmation message opens.

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In the Insurance Collector Assignment section, select the Role Type option to specify the assignment criteria:

• Payer Name Range
• Balance Range 
• Payer / Plan

In the Assignment Rules table, select an assignment rule to update.

Payer Name Range

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Balance Range

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Payer / Plan

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Update the criteria for tagging guarantor accounts assigned to the internal collector in the necessary fields.

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.

In the external collection agency table, assign the external collection agency to the practice:

1. Select the checkbox next to the Agency to add.
2. Enter the threshold value for selecting service fee lines of guarantor accounts by outstanding balance in the Balance> column.
3. Enter the threshold value for selecting service fee lines of guarantor accounts by age in the Age> column.
4. To automatically post service fee lines pending transfer to external collections, select the Auto Approve checkbox.
5. To automatically create the electronic file for the external collection agency, select theAuto Create Filecheckbox.

Open the Print Options drop down list and select one of the available options:

• Quickbooks
• Deluxe DLM255
• Deluxe DLM105
• Deluxe DLT111
• Deluxe DLT104
• Deluxe DLT103
• LMP06
• LMP100
• LMP12
• Intuit Standard 3  

.

Update the applicable fields to print on the check when processing refunds.

• For Deluxe DLM255, open the Top: Reference Number drop down list and select Account Number or Blank to determine if the guarantor account number is printed as the Reference Number in the top voucher section of the check.
• For Deluxe DLT104, DLT103, LMP100, or LMP12 checks, specify if you want to print the refund description in the Memo field on the check. By default, the Payee Name and Addressprint in the middle section, but can be removed by changing the selection to Blank.
• For Intuit Standard 3, specify if you want to print the refund description in the Memo field on the check. By default, the Payee Name and Addressprint in the Address field, but can be removed by changing the selection to Blank.
• For Export to Quickbook, the Export button is enabled on the Refunds page. By default, the check information entered during refund processing in Back Office is specified to print on the check.

(Optional) Select and update the relevant miscellaneous options, if applicable.

Refer to the Miscellaneous Tab topic for additional details about the available options.