Setting up the patient case is important as this is going to determine how a patient will be billed. A patient can have more than one case which will keep billing separate under one patient number. There will always be a default case for a patient. A case can be marked as inactive any time.
From the Edit information the Case Information tab will be the second tab over. The label on the tab begins with the Case type. The default case will be labeled as such. The date on the tab is the date the case was added to the patient. The financial class will appear at the end of the label.
The default case will always be selected when scheduling an appointment as well as what questions are asked on the kiosk. When scheduling, make sure you are selecting the correct case for the appointment you are making.
The Description gives the doctor detail if there is more than one active case.
The Case Type can be selected from the drop down.
Default Providers
Each patient has a Referring, Rendering and Treating default Provider.
Financial Class: This is used primarily for reporting purposes. You can add or update at any time.
Fee Schedule: Most important for billing correctly
Bill Type: Allows the selection for how you will bill
Facility: Defaults to the facility set in system set up
Guarantor: Set who is responsible for the account billing
Reference to this document on how to add a Guarantor: https://help.healthcoretech.com/a/1906696-adding-contacts-guarantor
Having the correct Fee Schedule for the patient will assure that you have the correct information for billing such as correct modifiers or CPT codes and pricing.
Accident Information
Chiropractic
The Onset Date (1), Last X-Ray date (2) and Last Exam Date (3) will automatically populate when charges are entered based on what the Dr. entered.
Nature of Condition, Initial Date of Treatment, Date of Acute Manifestation will need to be manually entered.
The Prev. Onset Date will take on the original Onset Date when Dr. changes the date.
If you wish the patient not to receive any Re-Exams, you can mark the box saying its not Required.
1. Override Primary Carrier Bill Type: The Carrier is set up to bill either electronic or paper. You can Override that setting by checking this box.
2. Claims Auto-Forward to Secondary Insurance: If the Primary automatically sends to the Secondary this box being checked will avoid the claim going to billing for the Secondary.
3. Insurance: You will see any Insurance the patient has in their Insurance tab listed here. Anything you see that is greyed out, is an inactive insurance.
4. DPMO Start Date: When the DPMO began and you can check Auto Renews if the patient plan has that option.
5. Care Calculator: Click here to access their Care Calculator.
This is a link for a Cash Care Calculator. https://help.healthcoretech.com/a/1906637-care-calculator-for-cash-patients
6. Payment Plan:
Adding a New Case
Each Case is separate and will need to be set up according to the specifics of each Case.
