How can I train a Biller new to my clinic to use Unified Practice?

This article outlines resources available to learn how to use Unified Practice for insurance billing, benefit statement reconciliation and balance billing.

Below is an outline of topics related to entering and/or verifying insurance benefits, creating and submitting claims and receiving payments within Unified Practice.  

Jump to:

• Setting up a clinic to support insurance billing
• Verifying and entering insurance benefits in a patient file
• Creating claims
• Submitting claims
• Receiving payments
• Tracking and reporting
  
  

Setting up a Unified Practice clinic account to support insurance billing:

• There are three sections in the Clinic Settings menu to set up general practice information for insurance billing: "Insurance Information", "Billing Information", and "Insurance Companies".  Read more about these fields here: Insurance related settings within a Unified Practice account.
• There is also the option to add an individual provider and facility NPI.  
  • Adding an individual NPI number
  • Adding a facility NPI number
• Make sure your Fee Schedule with CPT codes is set under Clinic Settings > Fee Schedule.  You can use this cheat sheet to enter appropriate CPTs.

Verifying and entering insurance benefits in a patient's file:

• Unified Practice offers an integration with AcupBilling to offer insurance verification for clinic patients.  This service may be turned on by going to the Account section of a clinic administrator's account. Read more about this service here:  The integrated insurance verification system
• The patient file contains an Insurance tab where the patient's insurance information is stored.  There are areas to input benefits information, copay and coinsurance information and even store images of the patient's insurance cards.  There are four available tabs for insurance information: Primary, Secondary, Auto Accident and Worker's Compensation.  Each tab contains fields specific for each insurance type.  Dates of service may be tied to up to two types of insurance.  This is selected in the Billing Preferences tab, to the right of the Billing Info page.  

• CMS1500 forms are filled with information stored in the Insurance tab as well as the Personal tab.  The copay field will populate on the billing info page for a date of service if "insurance" is selected as the appointment type from the dropdown menu.  Coinsurance will not automatically populate to the billing info page at this time.  

Creating claims:

• How to create a claim
  • How to create a secondary claim
  • How to resubmit a claim
  • Where each CMS1500/HCFA box populates from the software
  • Billing info page status definitions

• Generating a super bill or invoice
  

  ---

Submitting claims with the Office Ally Integration:

• Using the Office Ally Integration
  • Integrating multiple Office Ally accounts for individual practitioners

• • Resetting the Office Ally integration credentials

Receiving Payments:

• Collecting a copay
• Receiving payments from patients or insurers
• Generating a patient statement
  

  ---

Tracking and reporting:

• Balance Due Reporting
• The Claims List