Billing Cycle Checklist

Done?

Seq

Task

Tasks to be performed at any time:

• Run an Aged Trial Balance (ATB) Report to see the current AR

• Rebill the appropriate services, if applicable

• Attach referrals to services during the Prior Authorization routine

1.

Before beginning make sure all Daily Work is completed including the following:

• Charge Journal and Payment Journal has been printed and a final copy maintained

• Charge/Payment Post Initialize has been run

2.

Run the Workfile Build/Prelist which compiles all appropriate charges to be billed and prints a prelist containing errors and omissions in the patient records associated with the charges brought into the workfile.

3.

Using Patient Entry or the Billing Claims File Edit make the necessary corrections for the errors and omissions listed on the Prelist before submitting the charges.  

Tip:  Making the corrections will substantially reduce third-party rejections of the submitted claims.

4.

If you make corrections to the information on the prelist, re-print the prelist to verify that all the necessary corrections have been made.

5.

Print or submit electronic claims for third-party insurance claim forms.

6.

Print private statements for all or selected patients.

7.

Print insurance labels, if applicable.

8.

Calculate finance charges, if you assess finance charge interest on overdue patient balances.

9.

Print the Unbilled Claims listing to make sure all appropriate charges are billed for this billing cycle.