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Manually send statements to Databill

 

Billing/Menu

 

This option allows the printing of detailed statements, which are sent to patients.

 

Note: The patient's category at the time of posting will govern if a statement will be printed (Utility --►Category <Statement>)

 

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Menu Options: 

 

Insurance                 Allows billing of Insurance claim forms to the applicable insurance company. 

Statement                 This option allows the printing of detailed statements, which are sent to patients. 

Tele Com                  This option is used for electronic claims submission. 

Follow-Up                 Used to generate follow-up letters to patients or insurance carriers. 

Worker                      Used to bill charges and submit other Workers Compensation related information. 

Pre-Billing                Allows you to, prior to billing, for ALL charges entered, edit the information contained in the report.   

Exit                             Returns you to the Main Menu.

 

 

 

 

PATIENT/STATEMENT

 

 

 If you selected Batch of Patients, you will see:

 

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Patient No.: For only one account, enter the account number and press [Enter] twice to proceed to the next field.


For more than one account, enter all of the account numbers, pressing [Enter] after each entry. When the selection is completed, press [Enter] two more times to proceed to the next field.

 

Message: Enter the code from Utility --►Messages --►Message of the statement message to print on the statement (if desired).

 

From Date: Enter the beginning Date of Service you wish to report on this form.

 

Message Code: Enter the code from Utility --►Messages --►Message of the statement message to print on the statement (if desired). Enter the code from Utility --►Messages --►Message of the statement message to print on the statement (if desired). The system will complete the Remark section of the Statement.

 

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Patient's Category: Enter the code from Utility --►Category of the specific category to limit search parameters. This is generally used when selecting Group of Patients option.

 

Statement Selections: Displays the default statement selection from Utility --►Set Up --►Parameter <Statement Selection >. There are many types and styles of statements to choose from and available to be loaded. Clinics may have their own statements customized by an outside source.
Press the [F2] search key to display the following valid choices:

 

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Statement Cycle: Used to request statements for those accounts that fall into a particular billing cycle date. This field defaults to the calendar day. Accept the default 'X' as entered in Utility --►Set Up --► Parameter <Statement Cycle>, or change the cycle day, dates. Days 29, 30, 31 do not return a value as these dates are always included in the first cycle.

 

 

 

When sending statements to the printer the system defaults to your default printer ID, change the code to the code that Prime Clinical Systems has set up for Databill statements. In the example above, 'DB' is the printer name assigned for the statements to send to Databill.

 

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