Bulk billing allows you to send multiple charges to your clearing house or to print to HCFA.
Charges Tab
Once charges have been entered, charges will appear in Bulk Billing as long as the charge is off hold, the Bill To is a Primary or Secondary carrier and Status is Pre-Bill, Billed to Primary or Billed to Secondary.
Charges will show as either an EDI / Electronic claims or HCFA / Paper Claims depending on the set up for your Bill Type in the Case Information tab.
1. Entity: Each office has an Entity they use to bill. Depending on your office you may have more than one which you would see the code listed for whichever Entity your charges are attached to.
2. Type: This will be EDI or Electronic Claims or HCFA which is your paper claims. This is automatically separated according to how your carrier it set to bill.
3. EDI Type: Depending on your office you might have more than one EDI Type other than your Default EDI Set up for CNC as an example.
4. Description: If type is HCFA the Description will say HCFA-1500 Form. If the Type is EDI the Description will say Electronic Claim
5. Charge count: This tells you how may charges make up the batch you are going to bill.
6. Total: The Total amount of charges that will be billed.
Within Bulk billing, the blue Charge flag has functions you can choose.
Electronic Charges - EDI
Before you can create claims you have to Check your Deficiencies. This is the scrub step within the system to look for important information that needs to be on a charge before you can create a claim.
Bulk Billing Deficiency "Missing Rendering provider number" - https://help.healthcoretech.com/a/1906634-bulk-billing-deficiency-missing-rendering-provider-number
If there is a Deficiency that you don't know how to fix, please contact Support for assistance so you can bill out your charges.
Once all Deficiencies are corrected, you are then able to create your claims.
Paper Charges
If you try to process Claims without running Deficiencies on Electronic Claims, you will get a message pop up, which you have to select Yes before proceeding.
Claims Tab (Electronic Claims - EDI)
Deleting Claims is not "Deleting" but simply taking the Claim back to the form of a Charge. Then you can make any correction and begin the process of creating the Claims again.
If you do not hit the Send EDI File, the claims will not leave the software and they will not go to your clearinghouse.
Claims Tab (HCFA)
HCFA works the same way with the exception that they do not have the Send EDI file but a Print and Bill HCFA's.
Please click the link below for the specifics on how to print HCFAs either by Print (on a HCFA 1500 form) or Print on Pre-Printed Form
History Tab
Once Claims are sent electronically to the clearing house, the Batch will appear in your History tab. You will use your Batch #, Claim Count and Total to confirm that the file was sent successfully to your clearinghouse.
For HCFA's you do not have to check the Batch # or claims anywhere as they are printed.
