You can generate and process several reports from the Ledger. These reports include insurance claims, walkout statements, billing statements, and a Family Ledger Report. To speed up report processing, a button for each of these reports is located on the Ledger toolbar. With the Direct Processing Options feature, you can specify whether to print the report immediately, send it electronically, or send it to the Batch Processor to be printed at a later time. You can also control whether to include claim attachments automatically and specify and/or add the number and type of claim attachments.
To set up direct processing options
1. In the Ledger, click File, and then click Direct Processing Options Setup.
The Direct Processing Options Setup dialog box appears.
2. In the Insurance Claims list, select one of the following options to use with the Insurance Today’s Procedures and Insurance Selected Procedures buttons in the Ledger toolbar:
· Batch - Sends insurance claims to the Batch Processor.
· Send Real-time Electronically - (Batch Otherwise) - Submits insurance claims electronically when you set up a payor to process claims in real-time. If you do not set up the payor for real-time claim processing, the claim is sent to the Batch Processor. You must first set up an eServices account to use this feature.
· Send Electronically - Submits claims electronically. You must first set up an eServices account to use this feature.
· Print - Sends a claim directly to the printer.
Display Real-Time Payor Notice – By default, insurance payors that are set up to process claims are tracked in real-time, and an alert is sent when you try to print or batch a claim whose payor processes claims in real-time. Clear the check box to disable this option.
3. Under Required Attachments, clear the following options if you do not want to be notified when an attachment is required or if you do not want to include the attachment automatically:
· Notify if Required - You receive a notification stating that an attachment, such as an X-ray, is required to submit the insurance claim.
· Automatically Include if Required - If an attachment is required and found for the selected patient and procedure, the attachment is automatically added to the insurance claim.
· Always Attach EOB to Secondary - If an attachment is required and found for the selected patient and procedure, the attachment is automatically added to the secondary insurance claim.
Note: To set up claim attachment requirements, click the Setup (gear) icon.
4. In the Billing Statement list, select one of the following options to use with the Print Statements button in the Ledger toolbar:
· Batch - Sends the billing statement to the Batch Processor.
· Send Electronically - Submits claims electronically. You must first set up an eServices account to use this feature.
· Print - Sends the billing statement directly to the printer.
5. In the Family Ledgers list, select one of the following options to use with the Print Family Ledger button in the Ledger toolbar:
· Batch - Sends the family Ledger statement to the Batch Processor.
· Print - Sends the family Ledger statement directly to the printer.
6. In the Walkouts list, select one of the following options to use with the Print Walkout button in the Ledger toolbar:
· Batch - Sends the walkout statement to the Batch Processor.
· Print - Sends the walkout statement directly to the printer.
7. Click OK.