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Insight BillingMargy Foody| Solution Architect

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Batch Payments

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Batch Payments

An easy way to post payments

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Batch Payments

• Allows easier posting of remittances• Select Charges To Be Paid to show a list of

patients with outstanding balances that have been billed to that payor

• Change the adjust codes to match the transaction needed

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Posting Debit Transactions in a Batch

• Chargebacks, debits and other adjustments

– When posting debit transactions note that the DO_NOT_NEGATE option in the Table Adjust must not be set to Y

– Enter a negative amount on the Batch Pay screen to debit the patient account

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Batch Payment - Batch

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Batch Payments – Patient Ledger

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Secondary Billing

Getting the payment codes on the next billing round

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Posting the payments

• If the payments aren’t posted by the AR835

– Post on the Patient Ledger screen

– Post via Batch Payments

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Posting Payments

• Batch Payments– Adjudication Codes need to be posted on the CLAIM

screen

• Payments on the PAY/ADJ screen:– Adjudication codes must be updated from the CLAIM

screen• Adjudication codes entered on the Pay/Adj screen must still

be entered in the CLAIM screen

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Transfer the payment to the new payor

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Update the Original Claim

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Update the Original Claim

These reasons are from the PAY/ADJ screen and are not reported in secondary billing

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Update the Original Claim

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Updating the Original Claim

• On the REASONS tab –– Enter one or more reasons reported for the claim– Charge Number – Select the charge to apply the

reason. This will create the CAS segment at the detail level

– Enter the Reason Code and Group codes– Enter the adjudicated amount for this claim (the

difference between the amount billed and amount paid)

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Updating the Original Claim

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Updating the Original Claim

• To create the AMT segment in loop 2320

– Enter for the first procedure only– Leave the Charge Number field blank

• This can be set to be the default action in the OPTBIL table – DONT_DEFAULT_CHARGE field

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Updating the Original Claim

– Enter the Qualifier Code• Typically set to D – Payor Paid Amount• Enter the total payment received for the claim

– This will be the sum of the SVD-02 segments– Because only one AMT segment is created, the amount

is typically entered on the first procedure– If you decide to post the amounts for each procedure,

these amounts are summed into one AMT*D segment

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Billing the Transferred Charges

• To report the secondary billing– Update the report parameter: SUPPORT 2nd BILLING

to Y– Run the billing batches as usual

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Billing the Secondary Charges

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Billing the Secondary Charge• CLM*9149.1*35***11>B>1*Y*A*Y************10  • REF*EA*9149  • HI*BK>V254*BF>V72  • -------------------------------------------------• SBR*P*18*******MC  • AMT*D*10  • OI***Y  • --------------------------------------------------------• LX*1  • SV1*HC>99213*35*UN*1***1  • DTP*472*D8*20140601  • REF*6R*1989-RGen  • SVD*12345678*10*HC>99213**1  • CAS*OA*B10*25  

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Other Questions

• Questions?