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Billing Field Configurations Setup

Helps streamline data entry, control how specific fields handle data, and provide options to assist with data entry of specific payer types.

Defaulted data must be information that is consistent for either a specific payer or for all payer types, and should not be setup if that data is likely to change.

Pages organize available fields in the Billing Module. Field Configurations can be selected for all payers or specific payers. 

Mandatory Entry: When checked, this field must contain data before the bill can be saved. This ensures that bills have basic information (such as the bill number, date of service, and likely some patient information). Mandatory Entry icons can be shown by using the Toggling Mandatory Entry Highlights from the More Options toolbar. This will appear as a green circle with an explanation point (!) in the field.

Carry From Last Bill: When checked, the data from the last sent bill in a same patient account populates into this field, if the Carry From Last Bill button is clicked when entering the new Bill. This configuration is meant to streamline data entry for frequent patients, avoiding the ongoing entry of the same information for a bill.

 

Exercise good judgement and logic when deciding which fields to include and exclude from Carry Last Bill.

  • Add fields to make sure as many appropriate fields carry over as possible.
  • Remove fields to make sure that important ones are verified, not just entered.
  • Remove fields if they are not necessary or do not always appear on the next bill.

 

Mandatory Print: When checked, the field must contain data before the Bill Status can be changed from Incomplete to Waiting. A bill can be saved without data in the field, but the bill cannot be sent, printed, or transmitted. This should be used to make sure that data is entered on configured fields to avoid rejections. Mandatory Print icons can be shown by using the Toggling Mandatory Print Highlights from the More Options toolbar. This will appear as a red triangle with an explanation point (!) in the field.

  • Mandatory Print should not be set on all fields, since rejections can be caused by unexpected data.
  • Mandatory Print should not be set on fields if it forces invalid data to be entered.
  • Mandatory Print does not ensure that the data entered is valid or not, just that data is entered.

Disable: When checked, removes the field from data entry. This means that no data can be entered or edited in the field, and the field appears grayed-out. This configuration should only be done carefully. 

 Disable can be combined with default, so that data can be populated but not changed. 

Default Value(s): When available, data entered populates in this field when a new bill is entered. Data populates with a newly entered bill if not payer-specific, or if payer-specific, only when a new payer is entered, and not on already-entered bills. Defaulted data can be changed. If the Default Value option has a drop-down arrow, the entry must be selected, if there is no drop-down, type the data directly into the field.

When SAVE is clicked any changes will be saves, if CLOSE is clicked before a change has been saved the user is prompted with a warning.