| Shortcut Keys | Description | Step-By-Step Guides |
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Adjust Line | [Alt] + [J] | To apply adjustments on the SVCFE activity code. | Applying Service Line Adjustments |
Distribute | [Alt] + [D] | To apply distributions on the ONACCT activity code. | Distributing On-Account Funds |
Rebill | [Alt] + [R] | To rebill or void a claim on the CLAIM activity code. A claim can be rebilled as it was originally billed or with changes that do not affect service fees or updated with changes to service lines with or without fee changes. The CLAIM activity code is updated Cancelled Claim and a new claim is created with the REBILL activity code. You can click any of the following sub-entries for the SCVFE transaction code: - CLAIM-E (electronic claim)
- REBILL-E (rebilled electronic claim)
- CLAIM-P (paper claim)
- REBILL-P (rebilled paper claim)
| Rebilling Claims with Fee Changes Rebilling Claims without Fee Changes Voiding Claims Sent in Error |
Refund | [Alt] + [U] | To refund a payment on the GPYMT or IPYMT activity code. | Refunding Payments |
Reverse | [Alt] + [E] | To reverse a SVCFE (charge), GPYMT, IPYMT RSCND (payment), REFND activity code or MADJN/MADJP (miscellaneous adjustment). | Reversing Charges Reversing Payments Reversing Miscellaneous Adjustments |
Roll To | [Alt] + [T] | To reassign the financial responsibility on the SVCFE activity code. This activity is recorded on the Notes tab. | Reassigning Financial Responsibility |
View Tran | [Alt] + [V] | To review a transaction related to the SVCFE, CLAIM, IPYMT, GPYMT, or EPYMT activity codes. The button is activity once the activity code is selected. - For SVCFE, the case details are shown.
- For CLAIM-E/CLAIM-P, the submitted claim form is shown.
- For IPYMT, GPYMT, or EPYMT, the payment details are shown.
| Viewing Cases Viewing Claims Viewing Payments |
View Attachment | [Alt] + [M] | To review the image that is attached to a transaction: SVCFE, CLAIM-E/CLAIM-P, GPYMT, or EPYMT activity codes. | Viewing Attached Images |
Ext Pending Deny | [Alt] + [Y] | To deny a SVCFE line item pending for external collections. | - Select a SVCFE line item pending for external collections.
- Click Ext Pending Deny. The Deny External Collection Transfer window opens.
Image Added - Enter a Note.
- Click OK.
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Int | [Alt] + [N] | To transfer the SVCFE line item to guarantor collections. The service fee line must have an outstanding balance and be in guarantor responsibility. | Transferring Service Fee Lines to Internal Collections |
Ext | [Alt] + [X] | To transfer the SVCFE line item to external collections. The service fee line must have an outstanding balance for which the guarantor is financially responsible. | Transferring Service Fee Lines to External Collections |
Payment Plan | [Alt] + [P] | To create a payment plan on the guarantor account with outstanding balances on the SVCFE activity code in guarantor responsibility. If the account has a payment plan, the following text appears across the top of the Active AR tab. A Payment Plan is active for this account. If a payment plan is active on the account, the SVCFE line item will not be flagged for pre-collections. | Creating Payment Plans |
Stop Pre-Coll | Not applicable | To cancel the pre-collections process on the SVCFE line item. The service fee line item is added to the Pre-Collections Stop file. | Canceling Pre-Collections on Service Fee Lines |
Suspend Pre-Coll | Not applicable | To suspend a specific service fee line from qualifying for the pre-collector, even it meets pre-collection criteria. In order to use this function, the service fee line item cannot currently have a Pre-Collections status. This button can also be used to remove the Suspended status. | Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line |
Hold Statement | [Alt] + [H] | To prevent paper statements from being sent to the guarantor. Hold statements on a particular service fee line or any service fee line paired with a specific date of service. | Holding Statements on Specific Service Fee Lines |
Print Claim Remit | [Alt] + [L] | To generate the Remit Detail report which mimics the information presented on the Claim Detail tab of the Medicare Remit Easy Print software. This option lists the claim detail for all Electronic Remittance Advice (ERA) service line transactions rolled into a single payment. | Generating the Remit Detail Report |
Print Activity | [Alt] + [I] | To print the account details filtered by outstanding balances and date of service, case, or both. | Printing the Account AR Activity |
Print Overview | [Alt] + [O] | To generate an Account Overview Report detailing charges, payments, refunds, adjustments, aging, billing history, notes, and guarantor collections. This report is generated in PDF format (.pdf) and may be printed or saved to your hard drive. | Generating the Account Overview Report |