This week, we’re continuing our discussion on charges, specifically how charges in Universal Office simplifies invoicing.
Put simply, when you utilize charges in Universal Office, your clinic management is simplified. Here are a few ways how:
- Utilize the built-in Alerts for a live list of patients to invoice. Know how much revenue is expected and stay on top of financial projections and growth with unbilled charges.
- At a glance, see that no billing has been missed right from the appointment book. When a charge is created from the appointment book, the appointment visually turns green. You can easily identify the white appointments to rectify.
- Utilize reports to ensure no services or dates are overlooked. “Checked-In Appts WITHOUT Charges” from our Online Template Library in Reports Managers ensure no appointment charges are ever missed.
Invoicing Made Simple: Case by Case
With created charges, invoices can be generated in a little as two clicks – talk about a time saver!
Motor Vehicle Accidents (MVA)
OCF21 B and C invoices can be generated and submitted to HCAI in under a minute. When creating a new OCF21, select the OCF18 (if applicable) and all created charges linked to that treatment plan will appear on page 2. Select some or all of the charges to transfer, click submit and close – your invoice is sent through HCAI! To learn more about creating and submitting OCF21 invoices to HCAI, check out Create and Submit OCF-21.
Motor Vehicle Accidents (MVA) with Extended Health Care Benefits (EHC)
For MVA clients that also have group benefits plans, EHC, you only need to create one OCF21 invoice. The same OCF21 can be viewed, printed and emailed in different formats – EHC, Legal Representative and Private invoice. To learn more about this, check out How to print the OCF-21 in a layout accepted by EHC insurers.
Once payment is received from the group benefits insurer, simply record the payment in the clients account and on Page 2 or 3 of the OCF21, B or C respectively, to have amount deducted from the auto insurer total, and click submit. Only the total difference of the invoiced amount and payment applied is submitted through HCAI. To learn more about record EHC Payments on OCF21s, check out How to Record Payment from Extended Health on an OCF-21.
Extended Health Care and Group Benefits (EHC)
Charges help us keep track of available treatment limits – which is especially important for direct billing clients. With Universal Office, you have the ability to record clients benefits coverage details and work with them to tailor and customized plans based on their healthcare goals. To learn more, check out How to Create and Modify EHC Treatment Plan.
Creating custom plans and helping clients track their remaining limits has the added value of preparing clients for out-of-pocket expenses, advising when secondary coverage will take into effect (if applicable) all while helping your clients achieve their therapeutic and health goals. To learn more about the additional benefits – pardon or pun – of creating EHC plans, check out our blog post New Year, New Benefits: 3 Steps to Simplifying End-of-Year EHC.
TELUS Health eClaims (EHC)
To better serve your clients and save them time and paperwork, did you know you can submit claims and receive responses – all in Universal Office, at no additional cost? If you didn’t, you need to check out 8 Reasons to Use Universal Office for TELUS Health eClaims Submissions.
Once a charge is applied to a client’s case, claims can be submitted to Great-West Life, Sun Life, Manulife and other participating insurers through TELUS Health eClaims in three clicks. Any claim submitted through Universal Office eClaims immediately generates an explanation of benefits that is stored forever, and can be printed or emailed to your clients for their records.
Creating charges also takes the stress out of billing with batch billing. Instead of submitting claims for services individually in Universal Office eClaims, batch billing helps streamline workflows and billing processes. To learn more about Universal Office eClaims batch billing, check out Create and Submit Claims in a Batch to Extended Health Insurers.
Work Site Injuries (WSIB)
Ever find managing Program of Care and Fee for Service clients a feat in itself? Keep on top of minimum requirements, treatment limits and extensions, progress forms, and care and outcome summary reports with custom plans. Check out Create and Modify Private, MVA, WSIB, OHIP, and Slip & Fall Treatment Plans to learn more.
Creating daily charges can help ensure all timelines, treatment and form requirements are met. In addition to this, you can submit to WSIB eServices invoices from Universal Office eClaims in as little as three clicks. If you missed it, check out 3 Reasons Why To Submit WSIB Claims in Universal Office.
Last featured in our “Best of Universal Office” blog series was utilizing charges. If you missed it, check it out at Best of Universal Office: Utilizing Charges.
Let’s get the discussion started about your favourite Universal Office feature for your clinic management in the comments below!
