A Procedures Report can be created for insurance claims and sent to a Billing Service so they can bill the client's insurance provider(s) on your behalf using a different billing system. If a Billing Service has the correct roles assigned to them, they can login to TherapyMate with their own username and password to create the Procedures Report for you.
Before a Procedure Report can be created however, each patient’s insurance billing settings needs to have the Billing Method set to Billing Service
Setting Up a Client’s Billing Settings
Add an insurance provider to the patients Billing Settings page by clicking on the +Add button.
Setting Up a Client’s Billing Settings
Add an insurance provider to the patients Billing Settings page by clicking on the +Add button.
Select the provider’s name then set the billing method to Billing Service. Fill out the rest of this page like you would for any client who has insurance. If the insurance provider was previously set up, make sure the Billing Method drop down is changed to Billing Service.
With the patient’s billing method set to Billing Service, their claims will be visible on the Procedures Report.
Creating a Procedures Report
A procedures report can be created and sent to a Billing Service so they can bill insurance companies on your behalf. An example of this report is shown below:
The report will show the dates of service and invoices that have not been on the report previously. If you wish to exclude any invoice from the report, click the X on the right side to remove it. The invoice you removed for the time being, but will be available again when you create the report in the future.
When the Save button is clicked, all of the invoices will have their status changed from pending to submitted. Be careful when you do this. The same dates of service will not be available on the report the next time you attempt to create it. Only invoices that have a status of pending will show on the report.
Billing Service Claims
To create a report, click Billing on the main menu bar.
Next, click on the Billing Service Reports tab.
From the Report Type drop down on the left choose Procedure Report instead of Billing Service or Receipt reports.
The Billing Service Report option at the top of the list is another type of report for tracking billing activities and payments to the Billing Service. See the Help Center article to learn more.
The Receipt Report option in the drop down is also another type of report used to report payments that were entered into TherapyMate by the Practice that the Biller or Billing Service needs to be made aware of.
When you choose Procedures Report, the unbilled claims will be displayed on the next page. This depends on a patient being scheduled for an appointment on the Clinicians dashboard since you ran the report the last time.
You can create a report on a per clinician basis (recommended) or All Clinicians as needed.
See example below for a single clinician:
Appointments that are marked cancelled/missed will not show on the report. Clinicians should mark their appointments missed or cancelled on the day of the appointment. The Biller can exclude today's appointments from the report by click the X on the right side and wait until tomorrow to include them on the next report to avoid billing issues.
Click the Save button and then OK if you want to create a report to print or export in the following step.
Click the Save button and then OK if you want to create a report to print or export in the following step.
Remember, this will change the status of the invoice from Pending to Submitted. This can't be undone except by manually editing each invoice and resetting them back to pending.
Next, you can export the report to a spreadsheet format or print it. All you need to do now is send the report to your billing service in whatever manner you wish.
When you save a Procedures report it will be save in the main Docs area in one of the filing cabinet folder called Procedure Reports. Only the System Administrator for the Practice has access to this folder. This may come in handy at times if you need another copy of the report.
