How to Rebill Services

INSight offers three methods for you to rebill charges for services provided.  The first method allows you to rebill a service during Payment Entry by applying a special transaction code to the charge ticket that indicates that the ticket is to be rebilled.  With the second method you can use the Print Instant Forms routine to print an claim form and choose which tickets and services are to be rebilled for a specified patient account.  The ticket information in this method comes from the Ticket file and does not affect the information in the billing workfile.  With the third method for rebilling services you can use the Rebill Services program to globally rebill tickets for a specific Form type, service date ranges or billing date ranges.  See below for the specific steps for each method.

Notes:  

• NDS recommends that you rebill services during Payment Entry by using a special transaction code as this method provides transaction history details.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Rebilling Services during Payment Entry, click More.

   

   Important:  

  • NDS recommends using this method to provide a transaction history.

  • After you complete the steps below, the ticket is eligible to be pulled into the billing workfile the next time the Workfile Build/Prelist is run.

  • For more information, see Payment Entry - Entering a Rebill Transaction.

   

  1.  To use this method you must define a special Transaction Code during Transaction Code Maintenance for rebilling services and set the following fields:

  a.  Transaction Code - set to RS

  b.  Credit/Debit/Desc - set to Desc

  c.  Transaction Type - set to D for description

  2.  Open Payment Entry by:

  1. Enter the Patient Account Number.

  2. Press [ENTER].

  3. Click Payment Entry in the Menu Tree.

  3.  Select the Batch Sequence Number, the Cash Application, and confirm the defaults for the batch entries.

  4.  Enter the payment detail transactions and use the special transaction code for rebilling services.

  5.  To complete the patient payments, click End Payments and proceed to commit the payment transactions.

  6.  Enter Yes to the Gen Claim? prompt.

  7.  Click Commit Payments .

   

• Rebilling Services during Rebill Services, click More.

   

  Notes:

  • You can use the Rebill Services routine to rebill services for a specific Billing Date or service dates.  The Rebill Services routine will update the appropriate tickets allowing them to be included in the billing workfile the next time you run the Workfile Build/Prelist routine.

  • NDS recommends that you use caution when using the Rebill Services routine as its possible to inadvertently rebill all services in your system.

   

  1.  Open Rebill Services by clicking File Maintenance on the Menu Bar; then click Occasional Maintenance and click Rebill Services.

  2.  Generally, leave Providers, Insurances and Locations blank.

  3.  Enter the Form Type to rebill in the From and Thru fields.  
  Tip:  Generally, you only rebill one Form Type at a time.

  4.  Leave Ticket # and Service Date From and Thru fields blank.

  5.  Enter the Billing Date of the claims you want to rebill.  
  Tip:  If you want to rebill all claims that you originally billed on 01/30/09, then enter 01/30/09 as the From and Thru Billing Date.

  6.  Leave Aging blank.

  7.  If you want to change the original Billing Date on the ticket, then click to select the box for Clear Billing Date.
  Note:  If you select to Clear Billing Date the ticket is stamped with the new date you are rebilling.  This parameter also affects the aging of the ticket as well.  If you select this option the aging for the ticket starts over again with the new billing date.

  8.  Leave Clear Paid Status and Rebill Zero Balance boxes unchecked.

  9.  Select the sort option.

  10. Click Print .

   

• Rebilling Services by Printing an Instant Form, click More.

   

  Notes:  

  • The ticket information that prints on the instant claim form comes from the Ticket file and does not affect the information in the billing workfile.  In addition, unlike the other two rebilling methods the ticket information does not go into the billing workfile during the next billing cycle.

  • After you print an instant claim form NDS recommends that you use Payment Entry to add a credit message to the ticket as a reminder that the ticket was rebilled by printing an instant claim.

  • For more information, see Print Instant Forms Instructions.

   

  1.  Open Print Instant Forms by clicking Daily Work from the Menu Bar and then click Print Instant Forms.

  2.  Enter the patient account number.
  Tip:  To find the appropriate patient account, click Search .

  3.  Select the appropriate claim form type to print.

  4.  To narrow the search for tickets, enter the appropriate Insurance Code or Location Code, if applicable.

  5.  Click Proceed.

  6.  The patient's tickets display in the Ticket List.  To select the tickets to print on the instant form, click the box.
  Tip:  To quickly select all tickets, click Check All icon .

  7.  Select the printer number to print the instant form.

  8.  Click Print .