Registration
Choosing the Correct Insurance Package
Insurance Basics
Miscellaneous
EOD Reconciliation
100

This color box indicates that a field is required in Athena

Yellow

100

#1 tool you can use to choose the correct insurance package

Insurance Card

100

Payer website you can use to verify eligibility for BCBS, Aetna, or Humana

Availity

100

Case Policy to use for self-pay patients

SLIDING FEE SCHEDULE - DISCOUNT [-100]

100

These are created by each individual receptionist to indicate how much money they collected

Payment Batches

200

This is an example of a purple Quickview Banner

Missing Insurance Card

200

All of this insurance company's claims should go to the same address

BCBS

200

Only EPO plans accepted at PMA

Ambetter

UHC

200

Button to click when you manually verify an insurance

Override payer-returned result

200

This is created by one receptionist at the end of the day, and includes the payment batches of all of the receptionists

Deposit Batch

300

These types of patients should never be registered as their own Guarantor

Minors

300

Two examples of BCBS-TX HMO alpha prefixes

ZGN

T2U

300

This Tricare plan should ONLY be used as a secondary to Medicare

Tricare for Life

300

This is also known as the Welcome to Medicare Visit

Initial Preventive Physical Exam (IPPE)

300

What to include in your EOD Report if you collected no payments

Cash Drawer Reconciliation Form

Any self-pay Superbills

400

4 elements to check when searching for patients

Name

DOB

SSN

Phone Number

400

Last step to narrowing down the insurance package to select

Verify claims address

400

These 2 types of Humana plans will have an H in the Member ID

Medicare Replacement & Medicare Supplement

400

If a patient receives their AWV on 07/19/2022, they are eligible to receive their next AWV on this date

07/01/2023

400

What to include in your EOD Report if you collected Cash/Checks and Credit Card payments

Cash Drawer Reconciliation Form

Scanned copy of patient checks

Signed credit card receipts

Any self-pay Superbills

500

This is where you go to print out a patient's Itemized Bill

Billing Summary

500

Package ID # for Tricare Prime

[476374]

500

2 insurances NOT accepted at PMA

Humana Gold HMO

UHC WellMed HMO

500

Insurance package to choose when a BCBS patient's member ID begins with the letter R

BCBS-TX - FEP [5752]

500

Email group that EOD Reports should be sent to

PMA EOD Cash Reports

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