From the practice dashboard, you can view the procedures that are not attached to claims but for which the corresponding patients have insurance coverage, and then you can create claims for selected procedures as needed.
To create a claim
On the Home menu, under Location, click (or tap) Overview.
The location's Overview page (dashboard) opens.
Click (or tap) the Unattached Procedures box. This box is available only if your user account has the Billing Coordinator or Administrator role enabled. This box displays the number of unsent insurance claims and a total of the charges for those claims.
The Unattached Procedures page opens.
On the list of patients, leave the first patient selected, or click (or tap) a different patient.
The procedure options become available.
Note: For a procedure to appear, the service date of that procedure must fall within the coverage dates of a patient's insurance plan, and that procedure must be marked as billable to insurance.
Select the check box of each procedure that you want to include on the claim.
Click (or tap) Create Claim.
Comments
4 comments
This response came from support:
Currently there is not a way on Ascend to tell a procedure that it doesn't need to be sent to insurance. This feature has been worked on but it hasn't been finalized. One work around would be to create a claim and enter a 0 insurance payment so it's no longer on that list. Note that you don't need to actually send the claim; just create it and then post a 0 insurance payment in the ledger. Definitely a work around until we get that implemented. Let me know if you have any other questions.
Any update on this? Our list of 'unattached procedures' is ever growing and not accurate. If we sell someone an electric toothbrush or whitening gel the sale shows up in this list. It makes it very hard to filter through things that actually need attention.
Hi Dr. Fligor,
We are able to create product codes in Ascend at this time. In the procedure code setup, choose Product as the category. Any code that is in the Product category will not bill to insurance. If you have existing codes that are not product codes, you would need to recreate them as we cannot change the Treatment Area for a code once it has been created.
Please sign in to leave a comment.