Electronic Billing Review Log Instructions

Use the Electronic Billing Review Log as an audit tool that allows you to look at processing information for each step of the e-billing session.  Here you can view the Receive Logs from the insurance carrier as well as the e-billing journal.  It is important to use the Review Log routine to review and reconcile the Receive Logs from the insurance carrier.

In addition, the Review Log allows you to look back in the e-billing history and find the answers to your questions.  That's why it's so important to always print all e-billing journals and receive logs to paper or to the screen.  When you print the e-billing journal and logs, INSight creates an electronic history of the information.  When a question arises about a claim that was submitted, you can go back in history to the e-billing session and find the answers.

  Important: 

• Practices may choose to maintain a printed copy of the e-billing journal and the receive log reports so they can quickly access their audit trail for the e-billing session as well as have quick access to proof of timely filing.  

• If you are in the middle of an e-billing session, you can also use the review log to see the last step that was completed.  

• It is important to reconcile the e-billing journal with the receive logs to make sure the session completed successfully. To reconcile the reports:

• Compare the Control Number on the receive logs to Transaction Set Number on the electronic billing Print Journal.  They should match.

• Compare the grand total number of claims and the total charges amount on the e-billing print journal with the corresponding amounts on the Receive Log reports.  The receive reports for each carrier are slightly different and the grand totals for each carrier can represent something slightly different.  Depending on the carrier that you are currently viewing, the grand total number of claims can represent the number of batches in the file, the number of patients, the number of procedures, or the number of claims included in the file.  For example, for Medicare the number of claims equals the number of patients contained in the file.

• All rejected claims will need to be repaired.  For more information, see Electronic Billing Common Error Messages.

Directions:

To see directions for...

• Opening the Electronic Billing Review Log, click More.

  1.  Click Billing Functions from the Menu Bar.

  2.  Click Communications.

  3.  Click Menu Panel.

  4.  Click WEB MD.
  Note:  WEB MD is used as the carrier in the menu example.  Please select the appropriate insurance carrier name for your processing.

  5.  Click Review Log.

   

  Electronic Billing Review Log Instructions Window Example:

  

   

• Choosing the Review Log selections, click More.

   

  Review Log Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Setup Sequence	Displays the most recent Setup Sequence, which is a number assigned to each e-billing session.   Notes: To view a previous Setup Sequence, click Back . To view a more recent Setup Sequence, click Forward .
  Setup Sequence Catalog	To display a specific report for the session, click the appropriate selection in the Catalog Panel. Notes: To expand a level, which reveals the options within that level, click Plus . Example:  To open the Setup Sequence, click Plus next to Setup 1145. To collapse a level, which hides the options within that level, click Minus . Example:  To close the Setup 1145 level, click Minus next to Setup 1145. To hide the Panel and increase the display area of the View Panel, click Hide Catalog Panel . To re-display the List Panel, click Show List Panel .
  View Panel	Displays the details of the selected report. Tips: To increase the display area of the View Panel by hiding the Catalog Panel, click Hide Panel . To re-display the List Panel, click Show Catalog Panel . To print a copy of the report, click Print.
  	To print a copy of the report, click Print.
  	To close the window when finished,click Close . Keyboard shortcut:  [ALT + c]

   

• Looking at Electronic Billing History, click More.

  How to use the Review Log to look at the e-billing History:

  1.  Click Review Log.  A screen similar to below displays.

  2.  A completed e-billing run will have all the steps listed with the exception that you may have a different number of receive files.  You know that the e-billing run was completed, if you have all of the steps listed.

  3.  To go back in history, first figure out how many e-billing sessions that you need to go back.  For example, if you bill once a week and you need to look back to 3 months ago that means you need to look back 12 e-billing runs ago.

  4.  Each e-billing session has a Setup sequence number as seen here.  Click Back that is next to the Setup sequence number, the number of times to go back to the desired e-billing session.

  5.  View the e-billing journal for the session to make sure it's the date for which you are looking.

  6.  When you find the correct session, you can print the session reports and follow the steps for reconciling the e-billing session to prove timely filing.

   

  Electronic Billing Review Log Instructions Window Example:

  

   

• Report Sample(s), click More.

   

  To see an example of the report, click Electronic Billing Print Journal Sample.

  To see an example of the report, click Review Log Sample.

  To see an example of the report, click Receive Log Sample.