HOW TO BILL PRIMARY CLAIMS
To open the Billing area,
choose Billing (Carrier & Patient).
You will use this section
of TPS2000 to create HCFA forms to bill your Carriers and Patient Statements to
send to your patients.
To start a new bill run,
click on the [+] icon on your Navigation Bar.
You will see the message “Do you want to start a new bill run?”. If you answer YES it will create a blank screen
ready for you to enter data. Under Bill
Type – choose the type of bill batch
REGULAR BILL - Used
for normal Carrier bills and Patient Statements
You may, at any time,
reprint an existing bill in the TPS 2000 program. It doesn't matter if this bill is completely
unpaid, partially paid or entirely paid.
It is possible to reprint it from the original batch. However, it may not be convenient or
efficient to reprint original bills under some circumstances, TPS 2000 has the
ability to automatically track and then create on demand Tracers and Rebills
Next choose Bill To –
CARRIER AND ATTORNEY BILLS -- if
you select this entry, it will create carrier and/or attorney bills in the
format setup in the carrier and/or attorney entries.
Level – If this is a Carrier and/or Attorney bill run,
choose the billing level –
PRIMARY - Primary means first. This usually refers to the insurance company
that directly insures your patient. For Example, Mrs. Brown has
Bill Date will default to Today’s Date, this may be
changed if you wish, by clicking on the small calendar to the right of the date
entry.
Minimum Bill Amount – This is the smallest amount due for
which a Carrier Bill will be processed.
NOTE: Do not make this amount
greater than the smallest services and/or inventory item provided. I.e. if you sell an ice pack for $3.00, do
not make the minimum bill due greater than $3.00 or there is a chance that this
item may never be billed.
Maximum Bill Amount – This is the largest amount that you
want to see on a bill run for an individual patient. There are some states, or even specific
insurance companies that don’t want to see a bill larger than $300.00. Anything over this amount goes to a supervisor
and may delay your payment. TPS 2000
allows you to control how much is billed in a single bill run.
Start Date -- This date defaults to a date one month ago,
however, it may be changed if you wish, by clicking on the small calendar to
the right of the date entry. NOTE: unless you are processing a Rebill or Tracer
batch, it is best to remove this date.
In this manner TPS will find all services that are capable of being
billed and have not yet been billed.
End Date -- This date defaults to yesterday’s date,
however, it may be changed if you wish, by clicking on the small calendar to
the right of the date entry.
Once you have filled in the above settings click on
CREATE BILLS…
You will now be on the selection screen for carrier
billing. From here you may select all or
only some doctors for billing.
Next, decide if you will be billing ALL CARRIERS,
SELECTED CARRIERS, CARRIERS BY TYPE or only certain patients FOR SELECTED CARRIERS.
CARRIER BY TYPE
Click on the Select Carrier by Type Tab. Choose the carrier type(s) for whom you are
processing bills.
ALL OR SELECTED CARRIERS
Click on the Select Carrier Tab. Choose ALL or the individual carriers for
whom you are processing bills.
PATIENTS FOR SELECTED CARRIERS
Click on the Select Carrier Tab. Choose the individual carriers for whom you
are processing bills. Then click on
Select Patients Tab. This will display a
list of patients that have the carrier(s) you selected in their file. Click on ALL or the individual patients for
whom you are processing bills.
At the bottom of your screen is a button titled CREATE
BILLS. Click on this button when you
have made the above selections.
Once the bills display the column on the left is the
PRINT selector. If there is an arrow in
this column the bill is set to print.
You may control which bills print (including all) by clicking on the
individual bills or using the Print Selection buttons at the bottom of the
screen.