2.2 Managing Charges (Visit List and Billers Report)

Visit List will be an area where you can manage the visits and charges.  This report will pull from the schedule and show you if the charges have been generated for that particular date of service.  There will also be a billers report which will allow the biller to manage the charges.
 
Billing> Enter Charges > Visit List

In the visit list tab, there will be a drop-down labeled, “Select Report” that allows users to switch between the visit list view and billers report view.

To Run Visit List Report
The Visit Lists takes the appointments from the schedule and lets you know if there is a note or charges associated with that date.

1.  Optional:  Select Patient Name, Provider

2. Select Date Range (Can do up to a 30 day time range at a time)

3. Optional:  Select the check box so only unbilled visits show

4. Click Run Report

5. Optional:  Print List

Managing Visit List

1. Clicking the Patient’s name will bring up their Demographic information

2. If a note was signed for that date, you will be able to Click on the DOS to view the note

3. Under Billing There will be one of 2 icons + or $

   1. + will indicate that the visit does not have a charge and when clicked on will bring up the enter charges page

   2. $ will indicate the date of service does have a charge and clicking on it will allow you to view/edit the enter charges page

To Generate Billers Report
The billers report shows any charges that were created within that time frame.

1. Select Biller’s Report from Select Report

2. Optional: Select Patient, Provider, Insurance Company

3. Select Date Range (Will default to past 30 days, can generate for 30 days at a time)

4. Click Run Report

5. Optional: Print or Export to Excel

Managing Billers Report

1. Under the Visit Date, if there is a note associated with the charge you will be able to click on it to view the PDF note

2. Clicking on the patient’s name will allow you view/edit the patient’s demographics

3. Clicking on the down arrow will allow you to see the details

4. Print: You can print the page with the details

5. Export To Excel will allow you to select the visits you would like, export them to excel with the details.