Customer Service
Account Manager
Account Receivable
Systems
Documents
100

The instance in which product is dispensed.

What is Fitting?

100

This is the 1st step to processing a patient's account.

What is verifying benefits?

100

This document determines that a claim has been paid or denied.

What is an EOB (explanation of benefits)?

100

This system is used to bill for PC and BC.

What is Opie?

100

This document contains a quantity and product.

What is a prescription?

200

This is needed to order order knee braces.

What is measurements?

200

This document is required for all Medicare account transactions.

What is a prescriptions?

200

When insurance pays nothing, but the service is covered, this is due.

What is the deductible?

200

In this system, you will patient information under the general tab.

What is Kareo?

200

This form advises a patient that Medicare may not pay for services.

What is an ABN form?

300

This is given to a patient to collect in advance.

What is the EPR?

300

This is the time limit to respond to rep emails.

What is 24 hours?

300

This is done when a claim does not pay as expected.

What is a claim dispute?

300

In this status, an account manager can submit billing.

What is a WIP status?

300

This form is used to excuse a payment.

What is the hardship form?

400

To get the patient in the door, you must do this.

What is schedule an appointment?

400

This document is required to scan on every account.

What is the summary of benefits?

400

In the event a claim denies as not medically necessary, this can be submitted.

What are clinicals?

400

In 2022 there was a major conversion to this system.

What is Brightree?

400

This form shows when a product was received.

What is a delivery ticket?

500

This is done to provide a product without making physical contact with a patient.

What is drop ship?

500

In order to properly allocate marketing representatives, these document must to be updated at all times.

What are spreadsheets?

500

When a payment is received in error, the insurance carrier may take this back.

What is a recoupment?

500

In this system, a fee schedule can be found.

What is Availity?

500

This document is completed when a patient arrives in person.

What is a patient intake form?