Within your billing settings, you have the option to configure various controls for claims as well as enable migration transfer features. This encompasses settings for the 837 electronic claim file and default policies for newly created patient insurance policies.
Here's how to adjust your global billing settings:
1) Navigate to the profile icon in the top right corner and select Clinic settings.
2) Select the Billing tab and ensure you have the Global screen open.
3) Adjust your global billing settings by checking or unchecking the following boxes:
Enable Balance Transfers
Checking this box will enable balance transfers for patient balances. This feature allows transferring outstnading patient balance from your previous EHR. In normal operation, this should not be checked as to disable the feature. It will be most useful to have this setting checked (on) during onboarding and for a period of time after you go-live with ChiroUp.
Enable Credit Transfers
Checking this box will enable the ability to add credit transfers. This feature allows outstanding patient credits to be transferred from a legacy system. In normal operation, this should not be checked. It is most useful to have this feature enabled throughout onboarding and for a period of time after go-live.
Include description
If enabled, this will prompt the corresponding billed CPT code descriptions to appear in Segment SV1, Professional Service; Loop 2400, Service Line Number; Element SV101-07, Description in an 837 file. The default setting in the clinic will be OFF.
Accept Assignment
Selecting Accept Assignment here will automatically check the field when adding new insurance policies for patients.
If you indicate Accept Assignment, you are only telling the insurance company that you have authorization from the patient to receive that payment and that it should be issued to the provider and not to the patient. The clinic setting default will be ON.
Signature on file
Selecting Signature on file here will automatically check the field when adding new insurance policies for patients.
Selecting Signature on file indicates that the patient's signature is on record, authorizing the payment of medical benefits. The default setting in the clinic will be ON.
Release of patient information
Selecting Release of patient information here will automatically check the field when adding new insurance policies for patients.
Selecting Release of patient information signifies that the patient has authorized the clinic to share their medical information with authorized third parties, such as the insurance company. The default setting in the clinic will be ON.
💡Pro-tip:
Most clinics will likely leave Include description unchecked and check all Accept Assignment, Signature on file, and Release of patient information.
