Course 2 of Billing Bootcamp will take you on a tour of a patient purchase, including: 

• 2A: How are service codes added to a purchase?
• 2B: Attaching insurance to a purchase
• 2C: Understanding patient responsibility
• 2D: Take a payment
• 2E: Creating a credit
• 2F: Applying a credit
• 2G: Reviewing the provider, billing profile, and case type on a purchase
• 2H:  View & deliver patient invoice
• 2I:  Write off patient balance
• 2J: Understanding courtesy billing & disabling insurance billing
• 2K: Locking a purchase

⏰ Expected time: 40 minutes

☞ (2A) How are service codes added to a purchase?

There are two main ways to add codes to a purchase: 

• The Provider can Import & Point directly from the Plan Wizard
• A Team Member can SALT codes from the patient's previous purchase

🎥 See it in Action:

☞ (2B) Attaching insurance to a purchase

After you have added service codes to the purchase, you can attach the patient's insurance policy that we created in Course One. 

💪 Try it Yourself:

☞ (2C) Understanding patient responsibility

To apply a patient payment towards a purchase, there must first be a Patient Responsibility balance.

There are two types of patient responsibility: 

• Insurance Patient Responsibility (copay, deductible, and/or coinsurance)
• Self-pay patient responsibility (non-billable services and supplements/supplies) 

🎥 See it in Action:

☞ (2D) Take a payment

After designating Patient Responsibility, you’re ready to take and apply payment. You can do this in two ways:

• From the purchase – best for collecting payment during check-out.
• From the Payments tab in the patient record – best for taking payments for multiple dates of service or creating a credit.

This video will walk you through how to take a payment directly from a purchase, as well as how to process a payment from the Payments tab.

🎥 See it in Action:

☞ (2E) Creating a credit

A credit is an unapplied patient payment. Collect payment now and apply it later by creating a credit. 

💪 Try it Yourself:

☞ (2F) Applying a credit

If a patient has a credit on their account, you can apply that credit to an outstanding patient balance. 

💪 Try it Yourself:

☞ (2G) Reviewing the provider, billing profile, and case type on a purchase

Key billing and claim details can be viewed and edited directly on the purchase, including the rendering provider, billing profile, and case type.

🎥 See it in Action:

☞ (2H) View & deliver patient invoice

The Patient Invoice will detail charges, patient payments, payor payments, and any write-off. You can print or email patient invoices! 

💪 Try it Yourself:

☞ (2I) Write off patient balance

You'll write-off any contractual obligation balance at the time of posting an ERA. However, you can write-off a patient balance at any time. 

💪 Try it Yourself:

☞ (2J) Understanding courtesy billing & disabling insurance billing

• You can enable Courtesy Billing for patient purchases with out-of-network payors when you do not accept assignment. Enabling Courtesy Billing will still generate a claim, but the entire billed amount will be designated as patient responsibility.
• You can also Disable Insurance Billing for purchases when a patient has an insurance policy but you don’t want to send a claim. Disabling Insurance Billing will designate the entire billed amount as the patient’s responsibility.

🎥 See it in Action:

☞ (2K) Locking a purchase

Locking a purchase serves as your stamp of approval, confirming that the purchase is ready for claim submission — with all service codes, diagnosis codes, and modifiers properly designated. ChiroUp won’t allow you to submit a claim until the purchase is locked and will display an error prompting you to lock the purchase during claim testing if it isn’t yet locked.

🎥 See it in Action:

Course 2 Related Resources: