Print Instant Forms Instructions

Use the Print Instant Forms Instructions to print certain healthcare claim forms on demand.  For example, if you need to attach a secondary claim form to another claim, use the Print Instant Forms Instructions to print the secondary claim.  In addition, if you need to rebill a service you can do so by printing a claim using Print Instant Forms.

Notes:  

• The claim information that prints on the instant form comes from the Ticket file and does not affect the information in the billing workfile.  

• If you are printing an instant form to rebill a service, it is important to remember the tickets printed on the instant form are not included in the billing workfile during the next billing cycle.  For more information, see How to Rebill Services.

• If you print an instant claim form NDS recommends that you add a credit message to the charge ticket during Payment Entry.  This will provide an audit trail to alert everyone as to the phase of billing the charge is in.

• Generally, the ticket's Bill Date and Aging are not updated unless the ticket did not have a Bill Date already.  If the ticket does not have a Bill Date the date the claim is printed is assigned as the ticket's Bill Date.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

o see directions for...

• Opening the Print Instant Forms Instructions, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click Print Instant Forms.
  
  Or, use the keyboard shortcut:  [ALT] [k] [ARROW].

   

  Print Instant Forms Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Print Instant Forms Instructions Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Account	Enter the patient account number to print a claim form for. (up to 6 characters) Tips:   To search for the appropriate patient account number, click Search . The patient's first and last name displays for your reference.
  Instant Forms Options
  Form Types	To select the Form Type to print for a claim form, click the appropriate Form Type name in the list. Required
  Insurance Cd	To limit printing claim forms for a specified insurance code, enter the appropriate Insurance Code. Tip:  Generally leave insurance code blank, to include all insurances.
  Location	To limit printing claim form for a specified location, enter the Location ID. Tip:  Generally leave Locations blank, to include all locations.
  Assignment	To include only the tickets with Accept Assignment set to Yes, click Yes in the drop-down list. To limit tickets to those with Accept Assignment set to No, click No in the drop-down list. To include all tickets, click Both in the drop-down list. Tip:  For more information, see the topic How Insurance and Accept Assignment Determine Billing.
  Billed/Unbilled	To include only the tickets that have a Billed Status, click Billed in the drop-down list. To only include the tickets that have an Unbilled Status, click Unbilled in the drop-down list. To include all tickets, click Both.
  	To display the patient's tickets that fit the parameters entered, click Proceed. Keyboard shortcut:  [ALT + p]
  	To display all tickets associated with the patient, click Show All. Keyboard shortcut:  [ALT + a]
  Ticket List Panel
  Ticket List	A line displays for each ticket showing the following information for each ticket: Ticket # - Identifies the ticket for tracking purposes Svc Date - Identifies the date the service was provided Bill Date - Identifies the date the ticket was billed Loc - Identifies the location where the service was provided A/A - Identifies the Accept Assignment value for the ticket Ins - Identifies the Insurance Code assigned to the ticket Form - Identifies the Form Type to print a claim form for Prov - Identifies the Provider ID of the provider for the service Open Amt - Displays the dollar amount still owed for the patient service
  	To select the appropriate tickets in the ticket list, click to select the box next to the desired ticket. Tip:  To quickly select or de-select all tickets listed, click Check All Icon .
  Total Tickets	Displays the total number of patient tickets associated with the parameters entered above.
  Tickets Selected	Displays the total number of tickets selected to print on the instant claim form for your reference.
  	Displays the default printer number.  For more information, see Printing Options.
  	To generate the report, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click 1500 Forms Print Sample or UB-92 Forms Print Sample, or Commercial Forms Print Sample.