Bulk Payments Insurance
This is the area in MacPractice that I will go to so that I can enter in Bulk insurance payments
What is :
Managers
These are the 7 filter tabs in the Statement Manager
What Are :
Dates, Filters, Provider Office, Finance Charges, Unapplied, Name Range, Contract Billing
This is a resource that allows me to auto-populate information onto a form
What Are:
Pull Fields
This is how I can filter dates when I want to run the Accounts Receivable report
What is:
Accounts Receivable report is considered a "real-time" report. You cannot filter dates within this report
This is why if everything is configured for insurance estimates, but is not showing insurance estimates in the ledger
What is:
Preferences>Insurance>use insurance estimating
is not checked
These are the two ways I can search for Bulk checks that have been entered using the bulk insurance payments
What are :
Show check payments from (pop-up) or manually enter a date range using start and end dates
These are the three ways I can use dates to print statements
What Are:
Print Patient Payments -Start/End Date
Print Transactions -Start Date/End Date
Print all Transactions
These are pre-built selections of text that can be dragged and dropped into a Patient Note.
What Are:
Catagories
These are the 3 subtabs on the A/R report that will allow you to filter information on the report
What Are :
General
Balance Filter
Aging Options
Diagnostic, Restorative, Preventive, Labs, Radiography are examples of this and this is where I would check to make sure they are set up
What Are:
Procedure Types
What is : Fee Schedules
This is what will appear once I have selected the insurance in bulk insurance payments
What is:
A payment window with all patients that have outstanding insurance claims with the selected insurance
This is how I can print statements if I don't want to see patients that only have an insurance portion
What is:
Filters>uncheck include accounts with Insurance Portion Only
This is how if a template is already created, I can send out a letter to all my patients that have appointments next Monday
What is:
Reports>Scheduling>appointments by date>make a list> drag and drop list from inspector into the form under templates
This is the filter in the A/R report that will allow me to see how many days an account is past due
What is:
Aging Options
This is what it means when the Provider participates and accepts assignment with the insurance.
What is:
That any fee amount greater than the allowed amount is written-off
This is the reason that you may see part of the bulk insurance payment in red
What is:
There are fields that are not entered into the bulk insurance payment
This is the box that I would want to check if I don't want to print statements if a patient has had a statement printed within so many days and has not been in the office recently
What is: Unapplied> Exclude accounts who have received statement in last ___ days who have had no recent activity
This is what will happen when you lock a patient's note
What is: Prevent any future changes from occurring on the note. Once it's locked, it cannot be unlocked
This is how I can see the patient names in alphabetical order on the report
What is:
Click on the Primary Last, First column header
This is where I need to go check off that a provider accepts assignment
What is:
Insurance reference>provider id's
This is the meaning of a disallowed amount
What is:
A payment that is applied towards a procedure and using EOB columns. It is calculated from the total fee amount minus the payment.
This is how you would remove a finance charge when it was accessed accidentally.
What is
View Batch Statements > Delete Selected Batch
or
Go To Ledger, Delete Individual Statement w/ finance charge.
This is where I can download forms that other offices have used in the past and use them as my own.
What is :
Shared Templates
This is what the % total column means at the bottom of the A/R report
What is:
The percentage of the amount owed, out of all money owed to the office.
The area I enter percentages and allowed amounts in MacPractice which is required for estimating to work
What is:
Insurance Plan